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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
Financial Engines Advisors
76
Financial Engines Advisors
California
US$ 342 mil -US$ 7,97 mil -308 -2%
OneDigital Investment Advisors
77
OneDigital Investment Advisors
Kansas
US$ 340 mil -US$ 30 mil -1.161 -8%
VisionPoint Advisory Group
78
VisionPoint Advisory Group
Texas
US$ 328 mil – – –
P.J. Schmidt Investment Management (PJS)
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$ 320 mil +US$ 10 mil +386 +3%
Freestone Capital Holdings
80
Freestone Capital Holdings
Washington
US$ 296 mil – – –
Crews Bank & Trust
81
Crews Bank & Trust
Florida
US$ 292 mil – – –
Integrated Wealth Concepts
82
Integrated Wealth Concepts
Massachusetts
US$ 291 mil +US$ 1,76 mil +68 +0,6%
WWM
83
WJ Wealth Management
Arizona
US$ 285 mil +US$ 285 mil +11.000 Nova
HFO
84
Heritage Family Offices
Arizona
US$ 282 mil +US$ 282 mil +10.900 Nova
PEWA
85
Pacific Excel Wealth Advisors
California
US$ 282 mil +US$ 282 mil +10.900 Nova
IFG Advisory
86
IFG Advisory
Georgia
US$ 278 mil +US$ 278 mil +10.756 Nova
FFG
87
Foundry Financial Group
New Hampshire
US$ 271 mil +US$ 10,2 mil +394 +4%
Woodmont Investment Counsel
88
Woodmont Investment Counsel
Tennessee
US$ 247 mil -US$ 96,3 mil -3.721 -28%
Segment Wealth Management
89
Segment Wealth Management
Texas
US$ 246 mil – – –
CPIA
90
Cornell Pochily Investment Advisors
New York
US$ 231 mil -US$ 4,01 mil -155 -2%
WCM
91
WealthBridge Capital Management
Ohio
US$ 223 mil +US$ 15,6 mil +604 +8%
Archford Capital Strategies
92
Archford Capital Strategies
Illinois
US$ 223 mil -US$ 51,3 mil -1.981 -19%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
US$ 220 mil +US$ 220 mil +8.514 Nova
Howland Capital Management
94
Howland Capital Management
Massachusetts
US$ 217 mil +US$ 217 mil +8.380 Nova
Quantinno Capital Management
95
Quantinno Capital Management
New York
US$ 204 mil +US$ 204 mil +7.902 Nova
1L
96
10Elms LLP
Oklahoma
US$ 202 mil +US$ 25,9 mil +1.000 +15%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
US$ 201 mil +US$ 202 mil +7.787 Nova
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
US$ 201 mil +US$ 201 mil +7.768 Nova
Citadel Advisors
99
Citadel Advisors
Florida
US$ 201 mil -US$ 133 mil -5.141 -40%
EP Wealth Advisors
100
EP Wealth Advisors
California
US$ 179 mil +US$ 179 mil +6.924 Nova
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