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iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Silverlake Wealth Management
76
Silverlake Wealth Management
Vermont
USD 734 k +USD 97.9 k +3,863 +15%
Parallel Advisors
77
Parallel Advisors
California
USD 717 k +USD 20.1 k +792 +3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
USD 707 k +USD 47.6 k +1,876 +7%
Citadel Advisors
79
Citadel Advisors
Florida
USD 674 k +USD 673 k +26,531 Nuevas
Creative Planning
80
Creative Planning
Kansas
USD 670 k -USD 158 k -6,243 -19%
Financial Advisory Corporation
81
Financial Advisory Corporation
Michigan
USD 662 k -USD 111 k -4,386 -14%
OneDigital Investment Advisors
82
OneDigital Investment Advisors
Kansas
USD 655 k -USD 46.9 k -1,849 -7%
OneAscent Financial Services
83
OneAscent Financial Services
Alabama
USD 592 k +USD 591 k +23,299 Nuevas
Smith, Moore & Co
84
Smith, Moore & Co
Missouri
USD 590 k +USD 55.7 k +2,199 +10%
CFS Investment Advisory Services
85
CFS Investment Advisory Services
New Jersey
USD 587 k -USD 104 k -4,104 -15%
Modern Wealth Management
86
Modern Wealth Management
Kansas
USD 574 k +USD 573 k +22,604 Nuevas
Strid Group
87
Strid Group
Pennsylvania
USD 546 k – – –
Newman Dignan & Sheerar Inc
88
Newman Dignan & Sheerar Inc
Rhode Island
USD 516 k – – –
Paradigm Strategies in Wealth Management
89
Paradigm Strategies in Wealth Management
Minnesota
USD 512 k +USD 55.1 k +2,173 +12%
Sonata Capital Group
90
Sonata Capital Group
Washington
USD 499 k – – –
Sovereign Financial Group
91
Sovereign Financial Group
Connecticut
USD 499 k – – –
Atwater Malick
92
Atwater Malick
Pennsylvania
USD 489 k +USD 45.2 k +1,784 +10%
Droms Strauss Advisors
93
Droms Strauss Advisors
Missouri
USD 485 k +USD 484 k +19,104 Nuevas
Glenview Trust
94
Glenview Trust
Kentucky
USD 483 k +USD 88.7 k +3,500 +23%
Crews Bank & Trust
95
Crews Bank & Trust
Florida
USD 460 k – – –
Carnegie Investment Counsel
96
Carnegie Investment Counsel
Ohio
USD 406 k +USD 406 k +16,000 Nuevas
PA
97
PSI Advisors
Florida
USD 350 k -USD 254 k -10,000 -42%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
USD 345 k +USD 344 k +13,583 Nuevas
Financial Engines Advisors
99
Financial Engines Advisors
California
USD 343 k -USD 5.63 k -222 -2%
Klingman & Associates
100
Klingman & Associates
New York
USD 343 k -USD 39.9 k -1,575 -10%
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