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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.01M +$647K +25,633 +19%
CTC
27
Central Trust Company
Missouri
$3.88M -$47.5K -1,880 -1%
Ameriprise
28
Ameriprise
Minnesota
$3.73M -$4.26M -168,914 -53%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.59M +$545K +21,609 +18%
QFA
30
Quantum Financial Advisors
California
$3.48M +$164K +6,481 +5%
SWM
31
Spire Wealth Management
Virginia
$3.3M +$51.8K +2,054 +2%
Stifel Financial
32
Stifel Financial
Missouri
$3.25M +$247K +9,782 +8%
CWP
33
Cyndeo Wealth Partners
Florida
$3.24M -$303K -11,986 -9%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$3.08M +$344K +13,645 +13%
Osaic Holdings
35
Osaic Holdings
Arizona
$2.8M -$364K -14,432 -12%
UCFA
36
United Capital Financial Advisors
Texas
$2.78M +$434K +17,211 +19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.61M +$47.7K +1,891 +2%
PP
38
Postrock Partners
Oregon
$2.35M +$95.9K +3,800 +4%
SCG
39
Sonata Capital Group
Washington
$2.34M
CCM
40
Coldstream Capital Management
Washington
$2.19M +$232K +9,200 +12%
GT
41
Glenview Trust
Kentucky
$2.11M
AM
42
Atwater Malick
Pennsylvania
$1.94M +$518K +20,536 +36%
EFP
43
Envision Financial Planning
Tennessee
$1.8M -$45.4K -1,799 -2%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.8M
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.79M
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$1.52M +$48.5K +1,921 +3%
VA
47
Valmark Advisers
Ohio
$1.5M -$64.2K -2,542 -4%
Corient Private Wealth
48
Corient Private Wealth
Florida
$1.46M -$8.1M -320,755 -85%
SPA
49
Sentinel Pension Advisors
Massachusetts
$1.46M +$175K +6,934 +14%
ST
50
Spinnaker Trust
Maine
$1.42M +$241K +9,560 +21%