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iShares iBonds Dec 2028 Term Treasury ETF
IBTI

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
201
Physician Wealth Advisors
Utah
$282K +$128K +5,754 +82%
LWM
202
Liberty Wealth Management
California
$282K – – –
MCM
203
MAI Capital Management
Ohio
$281K -$158K -7,121 -36%
MIG
204
McGuire Investment Group
Rhode Island
$281K +$282K +12,704 New
ACM
205
Alamar Capital Management
California
$281K – – –
MAM
206
Milestone Asset Management
Pennsylvania
$278K +$279K +12,570 New
SAI
207
Savvy Advisors Inc
New York
$278K -$105K -4,742 -27%
VAS
208
Vestmark Advisory Solutions
Massachusetts
$258K +$258K +11,656 New
BSAM
209
Blue Square Asset Management
New York
$258K – – –
FIA
210
Foundations Investment Advisors
Arizona
$256K -$44.4K -2,002 -15%
CFGA
211
Cambridge Financial Group (Arizona)
Arizona
$255K – – –
HFA
212
Highland Financial Advisors
New Jersey
$253K – – –
CWM
213
Connecticut Wealth Management
Connecticut
$250K +$488 +22 +0.2%
CFS
214
Commonwealth Financial Services
West Virginia
$248K +$249K +11,222 New
UCB
215
United Community Bank
South Carolina
$245K -$9.98K -450 -4%
HA
216
Hanover Advisors
South Carolina
$242K +$10.7K +482 +5%
VWA
217
Visionary Wealth Advisors
Illinois
$242K +$242K +10,921 New
GPA
218
Guidance Point Advisors
Massachusetts
$239K +$5.43K +245 +2%
CA
219
CGN Advisors
Kansas
$235K +$931 +42 +0.4%
XPN
220
XY Planning Network
Montana
$235K +$236K +10,628 New
ACM
221
Alessandra Capital Management
California
$235K +$235K +10,600 New
SAG
222
SageView Advisory Group
California
$225K +$225K +10,154 New
CSIA
223
Conrad Siegel Investment Advisors
Pennsylvania
$224K +$7.05K +318 +3%
WIA
224
World Investment Advisors
California
$215K – – –
PFM
225
Phillips Financial Management
Indiana
$188K +$1.75K +79 +0.9%
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9
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