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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
176
Smithbridge Asset Management
Pennsylvania
$401K -$402K -18,000 -50%
BFP
177
Beacon Financial Planning
Massachusetts
$400K +$402K +17,969 New
SAI
178
Savvy Advisors Inc
New York
$385K +$105K +4,679 +37%
WP
179
Walleye Partners
Wisconsin
$385K +$2.28K +102 +0.6%
OIA
180
OneDigital Investment Advisors
Kansas
$377K – – –
SWMG
181
Signature Wealth Management Group
Georgia
$377K – – –
PCIA
182
Prime Capital Investment Advisors
Kansas
$369K +$13.2K +589 +4%
PB
183
Pinnacle Bancorp
Nebraska
$360K +$15K +671 +4%
KIM
184
Kestra Investment Management
Texas
$353K +$4.04K +181 +1%
OCG
185
Opus Capital Group
Ohio
$353K – – –
CBT
186
Crews Bank & Trust
Florida
$352K +$15.1K +675 +4%
SWP
187
Summit Wealth Partners
Florida
$344K – – –
TWM
188
Trinity Wealth Management
Pennsylvania
$343K – – –
HNW
189
High Note Wealth
Minnesota
$333K +$64.8K +2,900 +24%
SAMC
190
Spectrum Asset Management (California)
California
$327K +$19.9K +889 +6%
KAS
191
KPP Advisory Services
Kentucky
$325K +$22.4K +1,000 +7%
CIAS
192
CFS Investment Advisory Services
New Jersey
$320K +$536 +24 +0.2%
PJSIMP
193
P.J. Schmidt Investment Management (PJS)
Wisconsin
$319K +$70.3K +3,146 +28%
MWM
194
Mission Wealth Management
California
$313K +$314K +14,027 New
AGP
195
Autumn Glory Partners
Texas
$306K +$626 +28 +0.2%
FIA
196
Foundations Investment Advisors
Arizona
$302K +$45.1K +2,017 +17%
TBA
197
Tower Bridge Advisors
Pennsylvania
$300K +$301K +13,475 New
ASN
198
Advisory Services Network
Georgia
$296K +$28.1K +1,257 +10%
RMAM
199
Raab & Moskowitz Asset Management
New Jersey
$295K +$78.3K +3,502 +36%
AWM
200
Alterna Wealth Management
Texas
$294K +$294K +13,172 New
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