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iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Confluence Investment Management
1
Confluence Investment Management
Missouri
US$ 5,28 mi +US$ 151 mil +5.569 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
US$ 4,82 mi +US$ 4,81 mi +177.473 Nova
US Bancorp
3
US Bancorp
Minnesota
US$ 4,69 mi +US$ 39,6 mil +1.462 +0,9%
Morgan Stanley
4
Morgan Stanley
New York
US$ 4,52 mi +US$ 831 mil +30.634 +23%
PWM
5
Praetorian Wealth Management
California
US$ 3,2 mi +US$ 888 mil +32.755 +38%
Wells Fargo
6
Wells Fargo
California
US$ 2,52 mi -US$ 40,7 mil -1.501 -2%
CLA (CliftonLarsonAllen) Wealth Advisors
7
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
US$ 1,32 mi +US$ 49,9 mil +1.842 +4%
Bank of America
8
Bank of America
North Carolina
US$ 1,25 mi -US$ 6,97 mil -257 -0,6%
Prism Advisors
9
Prism Advisors
California
US$ 1,21 mi +US$ 30 mil +1.107 +3%
UBS Group
10
UBS Group
Switzerland
US$ 1,1 mi +US$ 159 mil +5.876 +17%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
US$ 975 mil +US$ 239 mil +8.803 +32%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
US$ 924 mil +US$ 93,9 mil +3.463 +11%
CGN Advisors
13
CGN Advisors
Kansas
US$ 849 mil +US$ 42,6 mil +1.573 +5%
Creative Planning
14
Creative Planning
Kansas
US$ 625 mil +US$ 624 mil +23.016 Nova
Ameritas Investment Partners
15
Ameritas Investment Partners
Nebraska
US$ 515 mil +US$ 179 mil +6.592 +53%
Sandy Spring Bank
16
Sandy Spring Bank
Maryland
US$ 447 mil +US$ 52,2 mil +1.926 +13%
LPL Financial
17
LPL Financial
California
US$ 380 mil +US$ 2,96 mil +109 +0,8%
Citadel Advisors
18
Citadel Advisors
Florida
US$ 372 mil -US$ 509 mil -18.767 -58%
Regions Financial Corp
19
Regions Financial Corp
Alabama
US$ 370 mil +US$ 4,99 mil +184 +1%
Phillips Financial Management
20
Phillips Financial Management
Indiana
US$ 355 mil +US$ 355 mil +13.095 Nova
WrapManager Inc
21
WrapManager Inc
California
US$ 350 mil – – –
Sound View Wealth Advisors Group
22
Sound View Wealth Advisors Group
Georgia
US$ 339 mil – – –
Beacon Pointe Advisors
23
Beacon Pointe Advisors
California
US$ 332 mil +US$ 705 +26 +0,2%
Peloton Wealth Strategists
24
Peloton Wealth Strategists
Indiana
US$ 326 mil – – –
Stifel Financial
25
Stifel Financial
Missouri
US$ 309 mil +US$ 59,6 mil +2.198 +24%
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