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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$364K +$137K +5,070 +60%
WI
27
WrapManager Inc
California
$342K -$2.91K -108 -0.8%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$338K
PWS
29
Peloton Wealth Strategists
Indiana
$324K
ACS
30
Archford Capital Strategies
Illinois
$292K +$2.81K +104 +1%
AFP
31
Ausdal Financial Partners
Iowa
$288K +$288K +10,668 New
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$264K +$251K +9,305 New
FIM
33
Freedom Investment Management
Connecticut
$263K -$30.6K -1,133 -10%
AWM
34
Altium Wealth Management
New York
$215K
RPSA
35
Richard P. Slaughter Associates
Texas
$210K +$210K +7,780 New
BCPWM
36
Bradley & Co Private Wealth Management
Florida
$161K +$108K +4,006 +207%
CTC
37
Central Trust Company
Missouri
$105K
ADL
38
Asset Dedication LLC
California
$54K
FNBOSM
39
First National Bank of South Miami
Florida
$45K
SCA
40
Stonebridge Capital Advisors
Minnesota
$37K +$54 +2 +0.1%
MCM
41
MV Capital Management
Maryland
$26K
RIM
42
Rockbridge Investment Management
New York
$26K
TWM
43
Tradition Wealth Management
Minnesota
$22K +$54 +2 +0.2%
VCM
44
Vigilant Capital Management
Maine
$13K +$10.8K +400 +444%
BlackRock
45
BlackRock
New York
$2K
Jane Street
46
Jane Street
New York
-$1.29M -47,682 Closed
BPA
47
Beacon Pointe Advisors
California
-$331K -12,252 Closed
CCA
48
Childress Capital Advisors
Texas
-$261K -9,700 Closed
HI
49
Harbour Investments
Wisconsin
-$1K -27 Closed