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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
26
Paradiem
Louisiana
$4.03M
CTC
27
Central Trust Company
Missouri
$3.91M +$590K +23,318 +18%
Lido Advisors
28
Lido Advisors
California
$3.57M +$2.32M +91,743 +182%
CWP
29
Cyndeo Wealth Partners
Florida
$3.52M +$259K +10,230 +8%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.35M +$790K +31,243 +31%
QFA
31
Quantum Financial Advisors
California
$3.3M +$119K +4,726 +4%
SWM
32
Spire Wealth Management
Virginia
$3.23M +$66.1K +2,613 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.15M +$719K +28,432 +29%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.03M +$801K +31,698 +36%
Stifel Financial
35
Stifel Financial
Missouri
$2.98M -$22.1K -876 -0.7%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$2.72M -$12K -474 -0.4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.55M +$98.6K +3,900 +4%
UCFA
38
United Capital Financial Advisors
Texas
$2.33M +$163K +6,442 +7%
SCG
39
Sonata Capital Group
Washington
$2.33M +$2.14M +84,723 +1,075%
PP
40
Postrock Partners
Oregon
$2.24M +$2.25M +89,081 New
GT
41
Glenview Trust
Kentucky
$2.09M +$238K +9,401 +13%
CCM
42
Coldstream Capital Management
Washington
$1.94M +$744K +29,410 +61%
EFP
43
Envision Financial Planning
Tennessee
$1.84M +$35.7K +1,412 +2%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.79M +$111K +4,408 +7%
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.78M
VA
46
Valmark Advisers
Ohio
$1.56M +$430K +17,007 +38%
SPIA
47
Steward Partners Investment Advisory
New York
$1.54M -$351K -13,893 -19%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$1.46M +$107K +4,235 +8%
AM
49
Atwater Malick
Pennsylvania
$1.42M -$56.8K -2,245 -4%
WWM
50
WJ Wealth Management
Arizona
$1.39M