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iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Valmark Advisers
26
Valmark Advisers
Ohio
US$ 804 mil +US$ 44,1 mil +1.713 +6%
Goldman Sachs
27
Goldman Sachs
New York
US$ 791 mil +US$ 789 mil +30.656 Nova
Leavell Investment Management
28
Leavell Investment Management
Alabama
US$ 710 mil +US$ 80,7 mil +3.135 +13%
IFP Advisors
29
IFP Advisors
Florida
US$ 644 mil +US$ 259 mil +10.070 +68%
LPL Financial
30
LPL Financial
California
US$ 636 mil +US$ 253 mil +9.846 +67%
DSA
31
Droms Strauss Advisors
Missouri
US$ 628 mil +US$ 201 mil +7.804 +47%
Sanctuary Advisors
32
Sanctuary Advisors
Indiana
US$ 614 mil +US$ 2,8 mil +109 +0,5%
Stifel Financial
33
Stifel Financial
Missouri
US$ 584 mil +US$ 31,9 mil +1.241 +6%
GWCM
34
Godshalk Welsh Capital Management
Pennsylvania
US$ 542 mil +US$ 103 mil +4.000 +24%
Rossmore Private Capital
35
Rossmore Private Capital
Connecticut
US$ 528 mil +US$ 263 mil +10.202 +100%
PSIWM
36
Paradigm Strategies in Wealth Management
Minnesota
US$ 514 mil +US$ 171 mil +6.642 +50%
Helen Stephens Group
37
Helen Stephens Group
Texas
US$ 502 mil -US$ 600 mil -23.300 -54%
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
US$ 490 mil +US$ 592 +23 +0,1%
Beacon Pointe Advisors
39
Beacon Pointe Advisors
California
US$ 444 mil +US$ 101 mil +3.919 +30%
Raymond James Financial
40
Raymond James Financial
Florida
US$ 440 mil +US$ 10,3 mil +400 +2%
Parallel Advisors
41
Parallel Advisors
California
US$ 402 mil – – –
Sigma Investment Counselors
42
Sigma Investment Counselors
Michigan
US$ 377 mil – – –
Howland Capital Management
43
Howland Capital Management
Massachusetts
US$ 370 mil +US$ 117 mil +4.560 +47%
VisionPoint Advisory Group
44
VisionPoint Advisory Group
Texas
US$ 335 mil +US$ 334 mil +12.997 Nova
IFG Advisory
45
IFG Advisory
Georgia
US$ 306 mil +US$ 305 mil +11.869 Nova
Syntegra Private Wealth Group
46
Syntegra Private Wealth Group
Missouri
US$ 299 mil – – –
HFO
47
Heritage Family Offices
Arizona
US$ 282 mil +US$ 281 mil +10.923 Nova
PEWA
48
Pacific Excel Wealth Advisors
California
US$ 282 mil +US$ 281 mil +10.923 Nova
P.J. Schmidt Investment Management (PJS)
49
P.J. Schmidt Investment Management (PJS)
Wisconsin
US$ 280 mil – – –
Sterling Investment Advisors (Pennsylvania)
50
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
US$ 278 mil +US$ 277 mil +10.775 Nova
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