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iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Valmark Advisers
26
Valmark Advisers
Ohio
USD 804 k +USD 44.1 k +1,713 +6%
Goldman Sachs
27
Goldman Sachs
New York
USD 791 k +USD 789 k +30,656 Nuevas
Leavell Investment Management
28
Leavell Investment Management
Alabama
USD 710 k +USD 80.7 k +3,135 +13%
IFP Advisors
29
IFP Advisors
Florida
USD 644 k +USD 259 k +10,070 +68%
LPL Financial
30
LPL Financial
California
USD 636 k +USD 253 k +9,846 +67%
DSA
31
Droms Strauss Advisors
Missouri
USD 628 k +USD 201 k +7,804 +47%
Sanctuary Advisors
32
Sanctuary Advisors
Indiana
USD 614 k +USD 2.8 k +109 +0.5%
Stifel Financial
33
Stifel Financial
Missouri
USD 584 k +USD 31.9 k +1,241 +6%
GWCM
34
Godshalk Welsh Capital Management
Pennsylvania
USD 542 k +USD 103 k +4,000 +24%
Rossmore Private Capital
35
Rossmore Private Capital
Connecticut
USD 528 k +USD 263 k +10,202 +100%
PSIWM
36
Paradigm Strategies in Wealth Management
Minnesota
USD 514 k +USD 171 k +6,642 +50%
Helen Stephens Group
37
Helen Stephens Group
Texas
USD 502 k -USD 600 k -23,300 -54%
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
USD 490 k +USD 592 +23 +0.1%
Beacon Pointe Advisors
39
Beacon Pointe Advisors
California
USD 444 k +USD 101 k +3,919 +30%
Raymond James Financial
40
Raymond James Financial
Florida
USD 440 k +USD 10.3 k +400 +2%
Parallel Advisors
41
Parallel Advisors
California
USD 402 k – – –
Sigma Investment Counselors
42
Sigma Investment Counselors
Michigan
USD 377 k – – –
Howland Capital Management
43
Howland Capital Management
Massachusetts
USD 370 k +USD 117 k +4,560 +47%
VisionPoint Advisory Group
44
VisionPoint Advisory Group
Texas
USD 335 k +USD 334 k +12,997 Nuevas
IFG Advisory
45
IFG Advisory
Georgia
USD 306 k +USD 305 k +11,869 Nuevas
Syntegra Private Wealth Group
46
Syntegra Private Wealth Group
Missouri
USD 299 k – – –
HFO
47
Heritage Family Offices
Arizona
USD 282 k +USD 281 k +10,923 Nuevas
PEWA
48
Pacific Excel Wealth Advisors
California
USD 282 k +USD 281 k +10,923 Nuevas
P.J. Schmidt Investment Management (PJS)
49
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 280 k – – –
Sterling Investment Advisors (Pennsylvania)
50
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 278 k +USD 277 k +10,775 Nuevas
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