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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$679K +$19.4K +770 +3%
PFM
27
Phillips Financial Management
Indiana
$675K +$285K +11,293 +69%
SWMG
28
Signature Wealth Management Group
Georgia
$673K +$312K +12,346 +81%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$646K +$329K +13,028 +97%
RJA
30
Raymond James & Associates
Florida
$640K +$25.6K +1,015 +4%
AIP
31
Ameritas Investment Partners
Nebraska
$628K +$2.15K +85 +0.3%
IA
32
IFP Advisors
Florida
$588K +$592K +23,431 New
FCA
33
FinTrust Capital Advisors
South Carolina
$559K +$575K +22,787 New
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$532K +$9.67K +383 +2%
APA
35
American Portfolios Advisors
New York
$531K +$550K +21,773 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$528K +$547K +21,679 New
RHP
37
Royal Harbor Partners
Texas
$521K +$539K +21,364 New
KA
38
Klingman & Associates
New York
$483K +$276K +10,929 +123%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$471K +$487K +19,305 New
CPIA
40
Cornell Pochily Investment Advisors
New York
$440K +$1.24K +49 +0.3%
VA
41
Valmark Advisers
Ohio
$412K -$46.5K -1,841 -10%
RFC
42
Regions Financial Corp
Alabama
$335K +$81.8K +3,241 +31%
Stifel Financial
43
Stifel Financial
Missouri
$329K +$12.7K +502 +4%
Creative Planning
44
Creative Planning
Kansas
$312K
WI
45
WrapManager Inc
California
$302K -$1.03K -41 -0.3%
VNB
46
Virginia National Bank
Virginia
$301K
ACS
47
Archford Capital Strategies
Illinois
$294K -$5.2K -206 -2%
BOPW
48
Brandywine Oak Private Wealth
Pennsylvania
$266K -$86K -3,406 -24%
LNC
49
Lincoln National Corp
Pennsylvania
$246K +$255K +10,117 New
PWS
50
Peloton Wealth Strategists
Indiana
$244K