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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Klingman & Associates
New York
$1.47M +$193K +7,676 +15%
CIAS
27
CFS Investment Advisory Services
New Jersey
$1.44M -$201K -7,985 -12%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.38M +$28.3K +1,123 +2%
DSA
29
Droms Strauss Advisors
Missouri
$1.37M +$1.38M +54,864 New
GA
30
Gateway Advisory
New Jersey
$1.32M -$62.8K -2,496 -5%
MLA
31
MB, Levis & Associates
Pennsylvania
$1.32M -$7.75K -308 -0.6%
SWMG
32
Signature Wealth Management Group
Georgia
$1.28M +$58.6K +2,328 +5%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.15M +$75.5K +3,000 +7%
SPA
34
Sentinel Pension Advisors
Massachusetts
$1.15M +$5.79K +230 +0.5%
PA
35
Prism Advisors
California
$1.12M
RJA
36
Raymond James & Associates
Florida
$1.12M +$19.7K +784 +2%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$1.09M +$25.4K +1,008 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.04M -$67.9K -2,697 -6%
RHP
39
Royal Harbor Partners
Texas
$1.01M +$202K +8,029 +25%
PFM
40
Phillips Financial Management
Indiana
$992K +$99.6K +3,956 +11%
IWC
41
Integrated Wealth Concepts
Massachusetts
$971K +$975K +38,725 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$913K -$125K -4,950 -12%
IA
43
IFP Advisors
Florida
$889K -$203K -8,048 -19%
SSB
44
Sandy Spring Bank
Maryland
$887K +$28.1K +1,115 +3%
BSAM
45
Blue Square Asset Management
New York
$868K +$66.9K +2,658 +8%
GSIAS
46
Garden State Investment Advisory Services
New Jersey
$849K +$372K +14,761 +77%
NDSI
47
Newman Dignan & Sheerar Inc
Rhode Island
$848K +$252K +10,020 +42%
CG
48
Colony Group
Massachusetts
$812K +$614K +24,407 +305%
REMPR
49
Roof Eidam Maycock Peralta (REMP)
California
$798K +$12.6K +500 +2%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$798K +$755 +30 +0.1%