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ícone de IBMP

iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Strid Group
101
Strid Group
Pennsylvania
US$ 649 mil – – –
Creative Planning
102
Creative Planning
Kansas
US$ 639 mil -US$ 176 mil -6.941 -22%
SWM
103
Silverlake Wealth Management
Vermont
US$ 634 mil +US$ 98,8 mil +3.893 +18%
CFS Investment Advisory Services
104
CFS Investment Advisory Services
New Jersey
US$ 613 mil -US$ 105 mil -4.127 -15%
Smith, Moore & Co
105
Smith, Moore & Co
Missouri
US$ 596 mil +US$ 43,6 mil +1.719 +8%
Gould Asset Management
106
Gould Asset Management
California
US$ 583 mil +US$ 25,5 mil +1.005 +5%
Modern Wealth Management
107
Modern Wealth Management
Kansas
US$ 583 mil -US$ 268 mil -10.568 -32%
DSA
108
Droms Strauss Advisors
Missouri
US$ 569 mil +US$ 169 mil +6.652 +42%
EFP
109
Envision Financial Planning
Tennessee
US$ 566 mil -US$ 24,6 mil -968 -4%
CPW
110
Cove Private Wealth
New York
US$ 559 mil +US$ 558 mil +22.000 Nova
Woodmont Investment Counsel
111
Woodmont Investment Counsel
Tennessee
US$ 555 mil -US$ 404 mil -15.913 -42%
James Investment Research
112
James Investment Research
Ohio
US$ 526 mil – – –
FFG
113
Foundry Financial Group
New Hampshire
US$ 521 mil – – –
Sovereign Financial Group
114
Sovereign Financial Group
Connecticut
US$ 500 mil – – –
PPWM
115
PFG Private Wealth Management
Florida
US$ 453 mil -US$ 6,8 mil -268 -1%
OneAscent Financial Services
116
OneAscent Financial Services
Alabama
US$ 430 mil +US$ 430 mil +16.921 Nova
WCM
117
WealthBridge Capital Management
Ohio
US$ 424 mil +US$ 9,44 mil +372 +2%
JSA
118
Jim Saulnier & Associates
Colorado
US$ 417 mil +US$ 2,56 mil +101 +0,6%
Arax Advisory Partners
119
Arax Advisory Partners
Colorado
US$ 410 mil +US$ 410 mil +16.142 Nova
Sax Wealth Advisors
120
Sax Wealth Advisors
New Jersey
US$ 384 mil – – –
Atria Investments
121
Atria Investments
North Carolina
US$ 383 mil – – –
Jones Financial Companies
122
Jones Financial Companies
Missouri
US$ 382 mil +US$ 249 mil +9.804 +188%
MV Capital Management
123
MV Capital Management
Maryland
US$ 367 mil – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
US$ 367 mil +US$ 4,82 mil +190 +1%
Princeton Global Asset Management
125
Princeton Global Asset Management
New Jersey
US$ 366 mil +US$ 151 mil +5.944 +70%
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