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ícone de IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
CFMC
51
Curbstone Financial Management Corp
New Hampshire
US$ 896 mil +US$ 348 mil +13.450 +63%
Rossmore Private Capital
52
Rossmore Private Capital
Connecticut
US$ 889 mil +US$ 492 mil +19.027 +124%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
US$ 864 mil +US$ 134 mil +5.170 +18%
Capital Investment Advisors
54
Capital Investment Advisors
Georgia
US$ 842 mil -US$ 11 mil -426 -1%
Valmark Advisers
55
Valmark Advisers
Ohio
US$ 807 mil +US$ 42,1 mil +1.627 +6%
Elequin Capital
56
Elequin Capital
New York
US$ 796 mil +US$ 797 mil +30.782 Nova
NA
57
Nestegg Advisors
New York
US$ 779 mil -US$ 767 mil -29.653 -50%
Helen Stephens Group
58
Helen Stephens Group
Texas
US$ 757 mil -US$ 340 mil -13.149 -31%
Leavell Investment Management
59
Leavell Investment Management
Alabama
US$ 746 mil +US$ 106 mil +4.100 +17%
Stifel Financial
60
Stifel Financial
Missouri
US$ 726 mil +US$ 162 mil +6.265 +29%
SWM
61
Silverlake Wealth Management
Vermont
US$ 702 mil +US$ 201 mil +7.776 +40%
MW
62
Members Wealth
Pennsylvania
US$ 657 mil +US$ 234 mil +9.036 +55%
OneAscent Financial Services
63
OneAscent Financial Services
Alabama
US$ 655 mil +US$ 400 mil +15.475 +157%
Modern Wealth Management
64
Modern Wealth Management
Kansas
US$ 572 mil +US$ 573 mil +22.125 Nova
CFS Investment Advisory Services
65
CFS Investment Advisory Services
New Jersey
US$ 572 mil -US$ 86,8 mil -3.353 -13%
DSA
66
Droms Strauss Advisors
Missouri
US$ 570 mil +US$ 221 mil +8.548 +63%
Smith, Moore & Co
67
Smith, Moore & Co
Missouri
US$ 542 mil +US$ 32 mil +1.237 +6%
Beacon Pointe Advisors
68
Beacon Pointe Advisors
California
US$ 485 mil +US$ 155 +6 +0%
IFP Advisors
69
IFP Advisors
Florida
US$ 484 mil +US$ 148 mil +5.729 +44%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
US$ 462 mil – – –
Parallel Advisors
71
Parallel Advisors
California
US$ 443 mil +US$ 20,1 mil +778 +5%
PSIWM
72
Paradigm Strategies in Wealth Management
Minnesota
US$ 429 mil +US$ 66,9 mil +2.587 +18%
Carnegie Investment Counsel
73
Carnegie Investment Counsel
Ohio
US$ 414 mil +US$ 414 mil +16.000 Nova
Phillips Financial Management
74
Phillips Financial Management
Indiana
US$ 351 mil – – –
Wick Capital Partners
75
Wick Capital Partners
Pennsylvania
US$ 343 mil +US$ 343 mil +13.258 Nova
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