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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$4.34M +$399K +15,716 +10%
Raymond James Financial
27
Raymond James Financial
Florida
$4.11M -$735K -28,973 -15%
P
28
Paradiem
Louisiana
$4.07M
CWP
29
Cyndeo Wealth Partners
Florida
$3.49M +$524K +20,635 +18%
UCFA
30
United Capital Financial Advisors
Texas
$3.38M +$294K +11,580 +10%
PA
31
PSI Advisors
Florida
$3.35M +$3.35M +131,846 New
BPA
32
Beacon Pointe Advisors
California
$3.21M +$7.84K +309 +0.2%
Stifel Financial
33
Stifel Financial
Missouri
$3.2M -$214K -8,417 -6%
SA
34
Sanctuary Advisors
Indiana
$3.14M +$1.47M +57,908 +88%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.72M +$38.1K +1,501 +1%
WCP
36
Wick Capital Partners
Pennsylvania
$2.7M +$2.29M +90,072 +551%
Kovitz Investment Group Partners
37
Kovitz Investment Group Partners
Illinois
$2.68M +$11.2K +442 +0.4%
SCG
38
Sonata Capital Group
Washington
$2.65M +$110K +4,345 +4%
CCM
39
Coldstream Capital Management
Washington
$2.64M +$185K +7,291 +8%
PP
40
Postrock Partners
Oregon
$2.45M
AM
41
Atwater Malick
Pennsylvania
$2.37M +$285K +11,227 +14%
PWM
42
Parkway Wealth Management
Texas
$2.34M +$2.34M +92,229 New
Jane Street
43
Jane Street
New York
$2.31M +$2.06M +81,183 +822%
GT
44
Glenview Trust
Kentucky
$2.09M -$25.1K -987 -1%
Osaic Holdings
45
Osaic Holdings
Arizona
$2.05M -$871K -34,304 -30%
KCA
46
Kastel Capital Advisors
Massachusetts
$1.9M +$1.9M +74,883 New
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$1.85M +$275K +10,837 +17%
VA
48
Valmark Advisers
Ohio
$1.81M +$152K +6,001 +9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.81M +$739K +29,099 +69%
AssetMark Inc
50
AssetMark Inc
California
$1.8M +$694K +27,349 +63%