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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
26
Cyndeo Wealth Partners
Florida
$4.94M +$1.45M +56,794 +41%
UCFA
27
United Capital Financial Advisors
Texas
$4.33M +$955K +37,505 +28%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.32M -$345K -13,568 -7%
CTC
29
Central Trust Company
Missouri
$4.2M -$154K -6,063 -4%
LIM
30
Leavell Investment Management
Alabama
$4.11M -$1.18M -46,300 -22%
Raymond James Financial
31
Raymond James Financial
Florida
$3.85M -$269K -10,572 -7%
QFA
32
Quantum Financial Advisors
California
$3.66M -$1.07M -41,870 -23%
BPA
33
Beacon Pointe Advisors
California
$3.48M +$266K +10,450 +8%
Stifel Financial
34
Stifel Financial
Missouri
$3.38M +$175K +6,893 +5%
WCP
35
Wick Capital Partners
Pennsylvania
$3.17M +$459K +18,017 +17%
SA
36
Sanctuary Advisors
Indiana
$3.04M -$100K -3,932 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.9M +$180K +7,084 +7%
CCM
38
Coldstream Capital Management
Washington
$2.77M +$128K +5,019 +5%
Kovitz Investment Group Partners
39
Kovitz Investment Group Partners
Illinois
$2.65M -$32.3K -1,270 -1%
SCG
40
Sonata Capital Group
Washington
$2.65M
PWM
41
Parkway Wealth Management
Texas
$2.5M +$160K +6,282 +7%
AM
42
Atwater Malick
Pennsylvania
$2.49M +$120K +4,715 +5%
PP
43
Postrock Partners
Oregon
$2.46M +$433 +17 +0%
PA
44
PSI Advisors
Florida
$2.32M -$1.04M -40,736 -31%
GT
45
Glenview Trust
Kentucky
$2.29M +$199K +7,812 +9%
AssetMark Inc
46
AssetMark Inc
California
$2.28M +$473K +18,562 +26%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$2.18M +$1.31M +51,578 +150%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$2.12M +$262K +10,280 +14%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.11M +$53.5K +2,100 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.11M +$295K +11,602 +16%