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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
26
Quantum Financial Advisors
California
$4.78M +$1.15M +45,216 +32%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.21M +$214K +8,421 +5%
P
28
Paradiem
Louisiana
$4.09M
CTC
29
Central Trust Company
Missouri
$3.96M -$6.28K -247 -0.2%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$3.71M -$233K -9,143 -6%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.64M -$18.4M -723,430 -84%
Stifel Financial
32
Stifel Financial
Missouri
$3.42M +$76.2K +2,996 +2%
BPA
33
Beacon Pointe Advisors
California
$3.21M +$2.44M +95,772 +315%
UCFA
34
United Capital Financial Advisors
Texas
$3.09M +$297K +11,675 +11%
CWP
35
Cyndeo Wealth Partners
Florida
$2.97M -$18K -707 -0.6%
Osaic Holdings
36
Osaic Holdings
Arizona
$2.93M -$137K -5,383 -4%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.69M +$60.7K +2,387 +2%
Kovitz Investment Group Partners
38
Kovitz Investment Group Partners
Illinois
$2.68M +$896K +35,219 +50%
SCG
39
Sonata Capital Group
Washington
$2.54M +$185K +7,275 +8%
PP
40
Postrock Partners
Oregon
$2.46M
CCM
41
Coldstream Capital Management
Washington
$2.46M +$258K +10,121 +12%
SWM
42
Spire Wealth Management
Virginia
$2.36M -$44K -1,730 -2%
GT
43
Glenview Trust
Kentucky
$2.12M
AM
44
Atwater Malick
Pennsylvania
$2.09M +$51.3K +2,016 +3%
SF
45
Summit Financial
New Jersey
$1.86M +$1.86M +72,938 New
NDSI
46
Newman Dignan & Sheerar Inc
Rhode Island
$1.68M -$77.5K -3,046 -4%
SA
47
Sanctuary Advisors
Indiana
$1.67M +$54.8K +2,154 +3%
VA
48
Valmark Advisers
Ohio
$1.67M +$21.3K +837 +1%
ST
49
Spinnaker Trust
Maine
$1.66M +$168K +6,586 +11%
CIA
50
Capital Investment Advisors
Georgia
$1.64M +$55.3K +2,174 +4%