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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$519K -$10.2K -391 -2%
OMC
27
Old Mission Capital
Illinois
$499K +$514K +19,631 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$429K -$310K -11,854 -41%
PFM
29
Phillips Financial Management
Indiana
$416K
Creative Planning
30
Creative Planning
Kansas
$408K -$166K -6,332 -28%
SVWAG
31
Sound View Wealth Advisors Group
Georgia
$407K +$92K +3,512 +28%
Stifel Financial
32
Stifel Financial
Missouri
$359K -$44.1K -1,686 -11%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$347K +$358K +13,663 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$342K
WI
35
WrapManager Inc
California
$319K -$2.2K -84 -0.7%
VNB
36
Virginia National Bank
Virginia
$314K +$323K +12,351 New
ACS
37
Archford Capital Strategies
Illinois
$311K +$38.4K +1,468 +14%
PWS
38
Peloton Wealth Strategists
Indiana
$305K
BOPW
39
Brandywine Oak Private Wealth
Pennsylvania
$297K +$63K +2,406 +26%
AFP
40
Ausdal Financial Partners
Iowa
$262K -$9.85K -376 -4%
RFC
41
Regions Financial Corp
Alabama
$254K -$101K -3,852 -28%
FIM
42
Freedom Investment Management
Connecticut
$251K +$4.56K +174 +2%
SPIA
43
Steward Partners Investment Advisory
New York
$200K +$206K +7,860 New
CTC
44
Central Trust Company
Missouri
$99K
FNBOSM
45
First National Bank of South Miami
Florida
$62K +$20.3K +775 +47%
SCA
46
Stonebridge Capital Advisors
Minnesota
$55K +$21K +802 +59%
ADL
47
Asset Dedication LLC
California
$51K
TWM
48
Tradition Wealth Management
Minnesota
$31K +$10.5K +402 +50%
VCM
49
Vigilant Capital Management
Maine
$28K +$15.7K +600 +122%
RIM
50
Rockbridge Investment Management
New York
$24.4K