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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
$3.36M +$16K +632 +0.5%
CWP
27
Cyndeo Wealth Partners
Florida
$3.3M +$529K +20,914 +19%
QFA
28
Quantum Financial Advisors
California
$3.22M +$88.6K +3,507 +3%
SWM
29
Spire Wealth Management
Virginia
$3.2M -$133K -5,259 -4%
Stifel Financial
30
Stifel Financial
Missouri
$3.04M -$140K -5,527 -4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$2.84M +$664K +26,270 +31%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.77M +$96.9K +3,834 +4%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.59M +$373K +14,760 +17%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.48M +$28.9K +1,143 +1%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.46M +$526K +20,798 +27%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.26M +$900K +35,611 +67%
UCFA
37
United Capital Financial Advisors
Texas
$2.2M -$46.7K -1,847 -2%
RJA
38
Raymond James & Associates
Florida
$1.95M +$160K +6,326 +9%
SPIA
39
Steward Partners Investment Advisory
New York
$1.91M -$496K -19,628 -21%
GT
40
Glenview Trust
Kentucky
$1.88M
EFP
41
Envision Financial Planning
Tennessee
$1.83M +$24.2K +959 +1%
NDSI
42
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M +$17.7K +702 +1%
Jane Street
43
Jane Street
New York
$1.73M +$314K +12,430 +22%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.7M +$277K +10,940 +20%
AM
45
Atwater Malick
Pennsylvania
$1.49M +$50.5K +1,999 +4%
LIM
46
Leavell Investment Management
Alabama
$1.47M +$786K +31,086 +116%
WWM
47
WJ Wealth Management
Arizona
$1.41M +$1.4M +55,433 New
CA
48
Crumly & Associates
Illinois
$1.4M -$545K -21,547 -28%
Focus Partners Wealth
49
Focus Partners Wealth
Massachusetts
$1.37M
Lido Advisors
50
Lido Advisors
California
$1.28M +$618K +24,440 +94%