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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFSG
176
Community Financial Services Group
Vermont
USD 54.9 k +USD 55 k +2,167 Nuevas
BWM
177
Bullock Wealth Management
Indiana
USD 51.1 k +USD 330 +13 +0.6%
IAIM
178
International Assets Investment Management
Florida
USD 50.4 k – – –
HM Payson & Co
179
HM Payson & Co
Maine
USD 49.9 k – – –
Global Retirement Partners
180
Global Retirement Partners
California
USD 29.5 k +USD 29.4 k +1,159 Nuevas
Harbor Investment Advisory
181
Harbor Investment Advisory
Maryland
USD 28.3 k – – –
RWM
182
Rialto Wealth Management
New York
USD 24.5 k – – –
Spire Wealth Management
183
Spire Wealth Management
Virginia
USD 23.6 k -USD 15.2 k -600 -39%
Asset Dedication LLC
184
Asset Dedication LLC
California
USD 21.3 k – – –
Allworth Financial
185
Allworth Financial
California
USD 20.6 k – – –
MidFirst Bank
186
MidFirst Bank
Oklahoma
USD 20.3 k – – –
BlackRock
187
BlackRock
New York
USD 18.8 k +USD 15 k +590 +393%
NL
188
NorthAvenue LLC
Ohio
USD 9.6 k – – –
Caldwell Trust
189
Caldwell Trust
Florida
USD 1.12 k – – –
EWM
190
Evolution Wealth Management
Florida
USD 966 – – –
Matthew Goff Investment Advisor
191
Matthew Goff Investment Advisor
Texas
– -USD 7.53 M -310,824 Cerradas
Wick Capital Partners
192
Wick Capital Partners
Pennsylvania
– -USD 3.17 M -124,430 Cerradas
WC
193
Wolfstich Capital
Massachusetts
– -USD 1.67 M -69,073 Cerradas
Flow Traders U.S.
194
Flow Traders U.S.
New York
– -USD 1.23 M -48,224 Cerradas
PGIM Custom Harvest
195
PGIM Custom Harvest
New Jersey
– -USD 395 k -15,545 Cerradas
Private Advisor Group
196
Private Advisor Group
New Jersey
– -USD 336 k -13,221 Cerradas
Prime Capital Investment Advisors
197
Prime Capital Investment Advisors
Kansas
– -USD 262 k -10,284 Cerradas
C1AG
198
Client 1st Advisory Group
Florida
– -USD 253 k -9,960 Cerradas
Quantinno Capital Management
199
Quantinno Capital Management
New York
– -USD 234 k -9,210 Cerradas
PSIWM
200
Paradigm Strategies in Wealth Management
Minnesota
– -USD 224 k -8,814 Cerradas
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