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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$1.15M -$1.56M -63,053 -58%
KA
27
Klingman & Associates
New York
$1.14M +$639K +25,829 +130%
SPA
28
Sentinel Pension Advisors
Massachusetts
$1.14M +$6.21K +251 +0.6%
PA
29
Prism Advisors
California
$1.12M
SWMG
30
Signature Wealth Management Group
Georgia
$1.11M +$413K +16,682 +60%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$423K +17,075 +64%
RJA
32
Raymond James & Associates
Florida
$1.09M +$425K +17,172 +65%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.08M
BSAM
34
Blue Square Asset Management
New York
$919K +$907K +36,648 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$901K +$411K +16,615 +86%
PFM
36
Phillips Financial Management
Indiana
$893K +$197K +7,974 +29%
RHP
37
Royal Harbor Partners
Texas
$820K +$281K +11,350 +53%
SSB
38
Sandy Spring Bank
Maryland
$808K +$108K +4,370 +16%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$794K +$248K +10,001 +46%
SBL
40
Sargent Bickham Lagudis
Colorado
$649K +$641K +25,887 New
REMPR
41
Roof Eidam Maycock Peralta (REMP)
California
$611K -$99K -4,000 -14%
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$597K +$589K +23,807 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$551K -$152K -6,147 -22%
CAN
44
Cetera Advisor Networks
California
$488K +$481K +19,442 New
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$477K +$471K +19,037 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$476K +$470K +19,000 New
CPIA
47
Cornell Pochily Investment Advisors
New York
$471K +$18.9K +763 +4%
CIA
48
Capital Investment Advisors
Georgia
$437K +$225K +9,105 +110%
VA
49
Valmark Advisers
Ohio
$425K +$1.98K +80 +0.5%
RFC
50
Regions Financial Corp
Alabama
$406K +$60.9K +2,459 +18%