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iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Financial Engines Advisors
76
Financial Engines Advisors
California
USD 342 k -USD 7.97 k -308 -2%
OneDigital Investment Advisors
77
OneDigital Investment Advisors
Kansas
USD 340 k -USD 30 k -1,161 -8%
VisionPoint Advisory Group
78
VisionPoint Advisory Group
Texas
USD 328 k – – –
P.J. Schmidt Investment Management (PJS)
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 320 k +USD 10 k +386 +3%
Freestone Capital Holdings
80
Freestone Capital Holdings
Washington
USD 296 k – – –
Crews Bank & Trust
81
Crews Bank & Trust
Florida
USD 292 k – – –
Integrated Wealth Concepts
82
Integrated Wealth Concepts
Massachusetts
USD 291 k +USD 1.76 k +68 +0.6%
WWM
83
WJ Wealth Management
Arizona
USD 285 k +USD 285 k +11,000 Nuevas
HFO
84
Heritage Family Offices
Arizona
USD 282 k +USD 282 k +10,900 Nuevas
PEWA
85
Pacific Excel Wealth Advisors
California
USD 282 k +USD 282 k +10,900 Nuevas
IFG Advisory
86
IFG Advisory
Georgia
USD 278 k +USD 278 k +10,756 Nuevas
FFG
87
Foundry Financial Group
New Hampshire
USD 271 k +USD 10.2 k +394 +4%
Woodmont Investment Counsel
88
Woodmont Investment Counsel
Tennessee
USD 247 k -USD 96.3 k -3,721 -28%
Segment Wealth Management
89
Segment Wealth Management
Texas
USD 246 k – – –
CPIA
90
Cornell Pochily Investment Advisors
New York
USD 231 k -USD 4.01 k -155 -2%
WCM
91
WealthBridge Capital Management
Ohio
USD 223 k +USD 15.6 k +604 +8%
Archford Capital Strategies
92
Archford Capital Strategies
Illinois
USD 223 k -USD 51.3 k -1,981 -19%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
USD 220 k +USD 220 k +8,514 Nuevas
Howland Capital Management
94
Howland Capital Management
Massachusetts
USD 217 k +USD 217 k +8,380 Nuevas
Quantinno Capital Management
95
Quantinno Capital Management
New York
USD 204 k +USD 204 k +7,902 Nuevas
1L
96
10Elms LLP
Oklahoma
USD 202 k +USD 25.9 k +1,000 +15%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
USD 201 k +USD 202 k +7,787 Nuevas
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
USD 201 k +USD 201 k +7,768 Nuevas
Citadel Advisors
99
Citadel Advisors
Florida
USD 201 k -USD 133 k -5,141 -40%
EP Wealth Advisors
100
EP Wealth Advisors
California
USD 179 k +USD 179 k +6,924 Nuevas
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