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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Leavell Investment Management
Alabama
$4.52M +$88.3K +3,506 +2%
P
27
Paradiem
Louisiana
$4.07M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.98M +$371K +14,709 +10%
CTC
29
Central Trust Company
Missouri
$3.94M +$46.1K +1,831 +1%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.93M +$831K +32,995 +27%
QFA
31
Quantum Financial Advisors
California
$3.61M +$115K +4,570 +3%
Stifel Financial
32
Stifel Financial
Missouri
$3.33M +$75.6K +2,999 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$3.06M +$249K +9,873 +9%
CWP
34
Cyndeo Wealth Partners
Florida
$2.98M -$269K -10,695 -8%
UCFA
35
United Capital Financial Advisors
Texas
$2.78M -$6.7K -266 -0.2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$2.61M -$7.05K -280 -0.3%
PP
37
Postrock Partners
Oregon
$2.45M +$93.9K +3,728 +4%
SWM
38
Spire Wealth Management
Virginia
$2.39M -$912K -36,190 -28%
SCG
39
Sonata Capital Group
Washington
$2.35M
Ameriprise
40
Ameriprise
Minnesota
$2.34M -$1.4M -55,609 -38%
CCM
41
Coldstream Capital Management
Washington
$2.19M
GT
42
Glenview Trust
Kentucky
$2.11M
AM
43
Atwater Malick
Pennsylvania
$2.03M +$79.7K +3,163 +4%
WIC
44
Woodmont Investment Counsel
Tennessee
$1.97M +$158K +6,275 +9%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.77M +$662K +26,268 +60%
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.75M -$50.3K -1,996 -3%
VA
47
Valmark Advisers
Ohio
$1.64M +$127K +5,035 +8%
EFP
48
Envision Financial Planning
Tennessee
$1.63M -$178K -7,064 -10%
SA
49
Sanctuary Advisors
Indiana
$1.61M +$949K +37,666 +146%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$1.58M +$50.1K +1,988 +3%