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BlackRock Municipal 2030 Target Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
51
Edge Wealth Management
New York
$563K
CAM
52
Covenant Asset Management
New Jersey
$508K +$507K +21,450 New
Cohen & Steers
53
Cohen & Steers
New York
$504K +$332K +14,060 +194%
OFG
54
OTA Financial Group
New York
$464K +$464K +19,647 New
Creative Planning
55
Creative Planning
Kansas
$450K +$79.6K +3,371 +22%
SWP
56
Stratos Wealth Partners
Ohio
$436K -$68.5K -2,900 -14%
US Bancorp
57
US Bancorp
Minnesota
$427K +$87.8K +3,720 +26%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$419K +$8.27K +350 +2%
IWP
59
Icon Wealth Partners
Texas
$398K
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$369K -$57.3K -2,426 -13%
DAC
61
Dividend Assets Capital
South Carolina
$338K +$338K +14,300 New
CCWA
62
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$335K +$334K +14,160 New
GP
63
Geneva Partners
Wisconsin
$332K +$2.17K +92 +0.7%
SCM
64
Schnieders Capital Management
California
$284K
WS
65
Wedbush Securities
California
$278K -$22.8K -966 -8%
TJHA
66
Thomas J. Herzfeld Advisors
Florida
$265K -$106K -4,470 -28%
AWA
67
Arete Wealth Advisors
Illinois
$258K
CAMG
68
CWA Asset Management Group
Florida
$258K
EWA
69
EP Wealth Advisors
California
$237K
AAS
70
Avantax Advisory Services
Texas
$237K +$236K +10,014 New
HH
71
Hilltop Holdings
Texas
$215K
GC
72
Guggenheim Capital
Illinois
$210K +$210K +8,889 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$205K +$110K +4,679 +118%
SMFS
74
Squar Milner Financial Services
California
$204K +$58.2K +2,466 +43%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$202K