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icono de IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
CFMC
51
Curbstone Financial Management Corp
New Hampshire
USD 896 k +USD 348 k +13,450 +63%
Rossmore Private Capital
52
Rossmore Private Capital
Connecticut
USD 889 k +USD 492 k +19,027 +124%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
USD 864 k +USD 134 k +5,170 +18%
Capital Investment Advisors
54
Capital Investment Advisors
Georgia
USD 842 k -USD 11 k -426 -1%
Valmark Advisers
55
Valmark Advisers
Ohio
USD 807 k +USD 42.1 k +1,627 +6%
Elequin Capital
56
Elequin Capital
New York
USD 796 k +USD 797 k +30,782 Nuevas
NA
57
Nestegg Advisors
New York
USD 779 k -USD 767 k -29,653 -50%
Helen Stephens Group
58
Helen Stephens Group
Texas
USD 757 k -USD 340 k -13,149 -31%
Leavell Investment Management
59
Leavell Investment Management
Alabama
USD 746 k +USD 106 k +4,100 +17%
Stifel Financial
60
Stifel Financial
Missouri
USD 726 k +USD 162 k +6,265 +29%
SWM
61
Silverlake Wealth Management
Vermont
USD 702 k +USD 201 k +7,776 +40%
MW
62
Members Wealth
Pennsylvania
USD 657 k +USD 234 k +9,036 +55%
OneAscent Financial Services
63
OneAscent Financial Services
Alabama
USD 655 k +USD 400 k +15,475 +157%
Modern Wealth Management
64
Modern Wealth Management
Kansas
USD 572 k +USD 573 k +22,125 Nuevas
CFS Investment Advisory Services
65
CFS Investment Advisory Services
New Jersey
USD 572 k -USD 86.8 k -3,353 -13%
DSA
66
Droms Strauss Advisors
Missouri
USD 570 k +USD 221 k +8,548 +63%
Smith, Moore & Co
67
Smith, Moore & Co
Missouri
USD 542 k +USD 32 k +1,237 +6%
Beacon Pointe Advisors
68
Beacon Pointe Advisors
California
USD 485 k +USD 155 +6 +0%
IFP Advisors
69
IFP Advisors
Florida
USD 484 k +USD 148 k +5,729 +44%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
USD 462 k – – –
Parallel Advisors
71
Parallel Advisors
California
USD 443 k +USD 20.1 k +778 +5%
PSIWM
72
Paradigm Strategies in Wealth Management
Minnesota
USD 429 k +USD 66.9 k +2,587 +18%
Carnegie Investment Counsel
73
Carnegie Investment Counsel
Ohio
USD 414 k +USD 414 k +16,000 Nuevas
Phillips Financial Management
74
Phillips Financial Management
Indiana
USD 351 k – – –
Wick Capital Partners
75
Wick Capital Partners
Pennsylvania
USD 343 k +USD 343 k +13,258 Nuevas
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