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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Confluence Investment Management
1
Confluence Investment Management
Missouri
USD 5.28 M +USD 151 k +5,569 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
USD 4.82 M +USD 4.81 M +177,473 Nuevas
US Bancorp
3
US Bancorp
Minnesota
USD 4.69 M +USD 39.6 k +1,462 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
USD 4.52 M +USD 831 k +30,634 +23%
PWM
5
Praetorian Wealth Management
California
USD 3.2 M +USD 888 k +32,755 +38%
Wells Fargo
6
Wells Fargo
California
USD 2.52 M -USD 40.7 k -1,501 -2%
CLA (CliftonLarsonAllen) Wealth Advisors
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 1.32 M +USD 49.9 k +1,842 +4%
Bank of America
8
Bank of America
North Carolina
USD 1.25 M -USD 6.97 k -257 -0.6%
Prism Advisors
9
Prism Advisors
California
USD 1.21 M +USD 30 k +1,107 +3%
UBS Group
10
UBS Group
Switzerland
USD 1.1 M +USD 159 k +5,876 +17%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
USD 975 k +USD 239 k +8,803 +32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
USD 924 k +USD 93.9 k +3,463 +11%
CGN Advisors
13
CGN Advisors
Kansas
USD 849 k +USD 42.6 k +1,573 +5%
Creative Planning
14
Creative Planning
Kansas
USD 625 k +USD 624 k +23,016 Nuevas
Ameritas Investment Partners
15
Ameritas Investment Partners
Nebraska
USD 515 k +USD 179 k +6,592 +53%
Sandy Spring Bank
16
Sandy Spring Bank
Maryland
USD 447 k +USD 52.2 k +1,926 +13%
LPL Financial
17
LPL Financial
California
USD 380 k +USD 2.96 k +109 +0.8%
Citadel Advisors
18
Citadel Advisors
Florida
USD 372 k -USD 509 k -18,767 -58%
Regions Financial Corp
19
Regions Financial Corp
Alabama
USD 370 k +USD 4.99 k +184 +1%
Phillips Financial Management
20
Phillips Financial Management
Indiana
USD 355 k +USD 355 k +13,095 Nuevas
WrapManager Inc
21
WrapManager Inc
California
USD 350 k – – –
Sound View Wealth Advisors Group
22
Sound View Wealth Advisors Group
Georgia
USD 339 k – – –
Beacon Pointe Advisors
23
Beacon Pointe Advisors
California
USD 332 k +USD 705 +26 +0.2%
Peloton Wealth Strategists
24
Peloton Wealth Strategists
Indiana
USD 326 k – – –
Stifel Financial
25
Stifel Financial
Missouri
USD 309 k +USD 59.6 k +2,198 +24%
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