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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
176
CreativeOne Wealth
Kansas
$385K -$1.21M -54,579 -76%
ASN
177
Advisory Services Network
Georgia
$382K +$87.8K +3,960 +30%
KIM
178
Kestra Investment Management
Texas
$367K +$16.1K +725 +5%
AGP
179
Autumn Glory Partners
Texas
$365K +$61.2K +2,761 +20%
DWM
180
DecisionMap Wealth Management
Virginia
$360K +$94.6K +4,268 +36%
PB
181
Pinnacle Bancorp
Nebraska
$358K – – –
OIA
182
OneDigital Investment Advisors
Kansas
$356K -$18.7K -842 -5%
OCG
183
Opus Capital Group
Ohio
$350K – – –
CBT
184
Crews Bank & Trust
Florida
$349K – – –
SWP
185
Summit Wealth Partners
Florida
$342K – – –
TWM
186
Trinity Wealth Management
Pennsylvania
$341K – – –
SPIA
187
Steward Partners Investment Advisory
New York
$335K -$11.8M -531,682 -97%
SPP
188
Single Point Partners
Massachusetts
$332K +$333K +14,996 New
HNW
189
High Note Wealth
Minnesota
$331K – – –
CFSG
190
Community Financial Services Group
Vermont
$331K +$332K +14,992 New
OPTFSNA
191
Old Point Trust & Financial Services N A
Virginia
$325K +$50.9K +2,295 +19%
YWM
192
Yoder Wealth Management
California
$320K +$31K +1,400 +11%
CIAS
193
CFS Investment Advisory Services
New Jersey
$317K – – –
KAS
194
KPP Advisory Services
Kentucky
$315K -$7.43K -335 -2%
SAMC
195
Spectrum Asset Management (California)
California
$312K -$13.3K -598 -4%
OMIC
196
Old Mission Investment Co
Michigan
$303K +$304K +13,696 New
PJSIMP
197
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K -$19.3K -872 -6%
AWM
198
Alterna Wealth Management
Texas
$296K +$4.57K +206 +2%
LFAS
199
Level Four Advisory Services
Texas
$284K +$89 +4 +0%
RMAM
200
Raab & Moskowitz Asset Management
New Jersey
$282K -$10.8K -489 -4%
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8
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