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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
$1.25M +$59.1K +2,337 +5%
BSAM
52
Blue Square Asset Management
New York
$1.23M -$27.9K -1,104 -2%
SWMG
53
Signature Wealth Management Group
Georgia
$1.23M -$51.5K -2,037 -4%
CCM
54
Coldstream Capital Management
Washington
$1.22M +$149K +5,905 +14%
SWP
55
Stratos Wealth Partners
Ohio
$1.2M +$128K +5,071 +12%
VA
56
Valmark Advisers
Ohio
$1.15M +$35K +1,386 +3%
PFM
57
Phillips Financial Management
Indiana
$1.15M -$49.7K -1,968 -4%
PA
58
Prism Advisors
California
$1.14M
RFC
59
Regions Financial Corp
Alabama
$1.1M +$1.42K +56 +0.1%
SSB
60
Sandy Spring Bank
Maryland
$1.08M +$37.2K +1,470 +4%
CIA
61
Capital Investment Advisors
Georgia
$1.08M +$58.4K +2,309 +6%
CIM
62
Confluence Investment Management
Missouri
$1.05M +$25.2K +997 +2%
JP Morgan Chase
63
JP Morgan Chase
New York
$961K +$954K +37,761 New
EPW
64
Evergreen Private Wealth
Colorado
$944K +$29.8K +1,179 +3%
BEI
65
Benjamin Edwards Inc
Missouri
$886K +$880K +34,803 New
IA
66
IFP Advisors
Florida
$818K -$39K -1,542 -5%
OMC
67
Old Mission Capital
Illinois
$817K +$811K +32,101 New
REMPR
68
Roof Eidam Maycock Peralta (REMP)
California
$815K +$1.19K +47 +0.1%
CIAS
69
CFS Investment Advisory Services
New Jersey
$801K -$48.3K -1,910 -6%
SCA
70
Snowden Capital Advisors
New York
$789K
BPA
71
Beacon Pointe Advisors
California
$770K +$36.2K +1,433 +5%
ST
72
Spinnaker Trust
Maine
$766K +$48.2K +1,905 +7%
GWMR
73
GC Wealth Management RIA
Massachusetts
$761K +$160K +6,314 +27%
FFG
74
Foundry Financial Group
New Hampshire
$752K -$12K -475 -2%
SA
75
Sanctuary Advisors
Indiana
$723K +$105K +4,167 +17%