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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
76
Little House Capital
Massachusetts
$1.01M +$25.8K +1,000 +3%
JCM
77
Jacobi Capital Management
Pennsylvania
$987K +$246K +9,557 +33%
GC
78
Gilbert & Cook
Iowa
$979K – – –
CA
79
Clearstead Advisors
Ohio
$959K +$97.2K +3,770 +11%
IA
80
IFP Advisors
Florida
$889K +$126K +4,886 +16%
MBT
81
Montecito Bank & Trust
California
$851K +$27.4K +1,064 +3%
1L
82
10Elms LLP
Oklahoma
$832K +$256K +9,930 +44%
SFO
83
Stokes Family Office
Louisiana
$800K +$98.7K +3,830 +14%
RWP
84
Reliant Wealth Planning
Kentucky
$754K -$199K -7,726 -21%
CFO
85
CVA Family Office
Colorado
$750K – – –
FWIA
86
Fort Washington Investment Advisors
Ohio
$733K – – –
RCA
87
Rose Capital Advisors
Florida
$730K +$731K +28,368 New
CCWA
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$729K -$292K -11,340 -29%
SIAP
89
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$704K +$93.1K +3,610 +15%
VA
90
Valmark Advisers
Ohio
$676K +$111K +4,312 +20%
HSG
91
Helen Stephens Group
Texas
$669K +$670K +25,972 New
BPA
92
Beacon Pointe Advisors
California
$654K -$62.6K -2,428 -9%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$584K – – –
NA
94
Nestegg Advisors
New York
$566K -$1.19K -46 -0.2%
KPWS
95
Kestra Private Wealth Services
Texas
$557K +$56.5K +2,190 +11%
LIA
96
LBMC Investment Advisors
Tennessee
$550K – – –
GFP
97
Gryphon Financial Partners
Ohio
$549K -$38.4K -1,490 -7%
AA
98
Addison Advisors
Vermont
$513K -$292K -11,322 -36%
RBC
99
Romano Brothers & Co
Illinois
$466K +$140K +5,421 +43%
IAIM
100
International Assets Investment Management
Florida
$451K -$56.7K -2,200 -11%
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4
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