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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.17M +$6.89K +276 +0.6%
PA
52
Prism Advisors
California
$1.12M
VA
53
Valmark Advisers
Ohio
$1.09M +$101K +4,054 +10%
RFC
54
Regions Financial Corp
Alabama
$1.08M +$128K +5,131 +13%
SWP
55
Stratos Wealth Partners
Ohio
$1.05M +$451K +18,071 +75%
CCM
56
Coldstream Capital Management
Washington
$1.05M +$404K +16,189 +63%
SSB
57
Sandy Spring Bank
Maryland
$1.03M +$50.5K +2,022 +5%
CIA
58
Capital Investment Advisors
Georgia
$1.01M +$142K +5,692 +16%
CIM
59
Confluence Investment Management
Missouri
$1.01M +$233K +9,325 +30%
EPW
60
Evergreen Private Wealth
Colorado
$898K +$24K +959 +3%
IA
61
IFP Advisors
Florida
$842K +$4.22K +169 +0.5%
CIAS
62
CFS Investment Advisory Services
New Jersey
$835K -$320K -12,801 -28%
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$800K +$1.15K +46 +0.1%
SCA
64
Snowden Capital Advisors
New York
$775K
FFG
65
Foundry Financial Group
New Hampshire
$751K +$10K +401 +1%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$751K -$123K -4,928 -14%
BPA
67
Beacon Pointe Advisors
California
$720K +$194K +7,774 +37%
KA
68
Klingman & Associates
New York
$709K -$757K -30,300 -52%
ST
69
Spinnaker Trust
Maine
$705K +$30.1K +1,203 +4%
LIM
70
Leavell Investment Management
Alabama
$671K +$417K +16,700 +165%
GHA
71
Granite Harbor Advisors
Texas
$659K -$171K -6,863 -21%
Lido Advisors
72
Lido Advisors
California
$648K -$35.4K -1,419 -5%
JIR
73
James Investment Research
Ohio
$639K
SA
74
Sanctuary Advisors
Indiana
$609K +$610K +24,432 New
GWMR
75
GC Wealth Management RIA
Massachusetts
$590K +$39.6K +1,587 +7%