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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
201
4J Wealth Management
Virginia
$203K – – –
MFG
202
Mendota Financial Group
Wisconsin
$196K +$194K +9,222 New
BCV
203
Banque Cantonale Vaudoise
Switzerland
$164K +$27.6K +1,309 +20%
TC
204
Trust Company
Kansas
$143K – – –
BC
205
Barrett & Company
Rhode Island
$140K +$142K +6,735 New
CB
206
CNB Bank
Pennsylvania
$129K +$128K +6,101 New
HI
207
Harbour Investments
Wisconsin
$128K +$1.35K +64 +1%
SPIA
208
Steward Partners Investment Advisory
New York
$123K +$15K +714 +14%
BWL
209
Bogart Wealth LLC
Virginia
$111K – – –
BCM
210
Boreal Capital Management
Florida
$84.9K – – –
AF
211
Allworth Financial
California
$84.5K +$40.6K +1,928 +94%
WSFS
212
Wilmington Savings Fund Society
Delaware
$79.6K +$79K +3,750 New
HIA
213
Harbor Investment Advisory
Maryland
$65K +$11.9K +565 +23%
LFG
214
Larson Financial Group
Missouri
$45.9K +$42 +2 +0.1%
UCB
215
United Community Bank
South Carolina
$40K – – –
PS
216
Principal Securities
Iowa
$31K +$8.15K +387 +36%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$29K – – –
CAL
218
Capital Analysts LLC
Pennsylvania
$28K – – –
BCPWM
219
Bradley & Co Private Wealth Management
Florida
$27.8K – – –
PTC
220
Private Trust Company
Ohio
$27.4K – – –
PFM
221
Phillips Financial Management
Indiana
$27K – – –
SWM
222
Spire Wealth Management
Virginia
$26.7K +$26.5K +1,257 New
AA
223
Ancora Advisors
Ohio
$25.4K – – –
HWM
224
Hemington Wealth Management
Virginia
$23K – – –
RF
225
Rossby Financial
Florida
$19.5K – – –
6 7 8
9
10