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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
176
Old Port Advisors
Maine
$302K +$302K +13,501 New
YWM
177
Yoder Wealth Management
California
$292K +$47K +2,100 +19%
LFAS
178
Level Four Advisory Services
Texas
$287K +$287K +12,810 New
ACM
179
Alamar Capital Management
California
$284K +$284K +12,700 New
SAI
180
Savvy Advisors Inc
New York
$282K +$283K +12,621 New
LWM
181
Liberty Wealth Management
California
$282K +$2.96K +132 +1%
HNW
182
High Note Wealth
Minnesota
$270K +$241K +10,750 +820%
ASN
183
Advisory Services Network
Georgia
$269K +$269K +12,023 New
DWM
184
DecisionMap Wealth Management
Virginia
$268K +$6.92K +309 +3%
RFG
185
RFP Financial Group
Georgia
$261K -$277K -12,364 -51%
FIA
186
Foundations Investment Advisors
Arizona
$258K +$258K +11,530 New
HFA
187
Highland Financial Advisors
New Jersey
$256K – – –
CFGA
188
Cambridge Financial Group (Arizona)
Arizona
$255K -$4.61K -206 -2%
OBWP
189
O'Brien Wealth Partners
Massachusetts
$253K +$254K +11,324 New
OPTFSNA
190
Old Point Trust & Financial Services N A
Virginia
$253K +$128K +5,700 +102%
CWM
191
Connecticut Wealth Management
Connecticut
$252K +$48.6K +2,172 +24%
PJSIMP
192
P.J. Schmidt Investment Management (PJS)
Wisconsin
$250K -$42.6K -1,903 -15%
BSAM
193
Blue Square Asset Management
New York
$250K +$250K +11,173 New
HA
194
Hanover Advisors
South Carolina
$236K +$237K +10,569 New
PWA
195
Physician Wealth Advisors
Utah
$234K +$985 +44 +0.4%
GPA
196
Guidance Point Advisors
Massachusetts
$224K +$5.31K +237 +2%
FTUS
197
Flow Traders U.S.
New York
$222K +$223K +9,942 New
RMAM
198
Raab & Moskowitz Asset Management
New Jersey
$218K +$218K +9,733 New
CSIA
199
Conrad Siegel Investment Advisors
Pennsylvania
$214K +$214K +9,577 New
CF
200
Cyr Financial
Illinois
$212K -$48.4K -2,160 -19%
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