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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Crumly & Associates
Illinois
$1.34M -$45.6K -1,803 -3%
CIA
52
Capital Investment Advisors
Georgia
$1.32M +$249K +9,865 +23%
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.28M +$37.7K +1,493 +3%
SWMG
54
Signature Wealth Management Group
Georgia
$1.27M +$57.7K +2,283 +5%
SWP
55
Stratos Wealth Partners
Ohio
$1.21M +$22.2K +878 +2%
PFM
56
Phillips Financial Management
Indiana
$1.18M +$49.8K +1,968 +4%
BSAM
57
Blue Square Asset Management
New York
$1.18M -$39.4K -1,557 -3%
GHA
58
Granite Harbor Advisors
Texas
$1.18M +$518K +20,504 +78%
RFC
59
Regions Financial Corp
Alabama
$1.17M +$82.7K +3,272 +8%
ST
60
Spinnaker Trust
Maine
$1.17M +$414K +16,385 +54%
PA
61
Prism Advisors
California
$1.12M
SSB
62
Sandy Spring Bank
Maryland
$1.12M +$46.8K +1,853 +4%
EPW
63
Evergreen Private Wealth
Colorado
$1.11M +$184K +7,266 +20%
RAG
64
RIA Advisory Group
Iowa
$1.09M +$1.09M +43,225 New
CIM
65
Confluence Investment Management
Missouri
$1.03M -$11K -435 -1%
BEI
66
Benjamin Edwards Inc
Missouri
$1.02M +$144K +5,711 +16%
Financial Engines Advisors
67
Financial Engines Advisors
California
$919K +$609K +24,087 +193%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$905K +$601K +23,780 +195%
MWM
69
Modern Wealth Management
Kansas
$897K +$902K +35,684 New
IA
70
IFP Advisors
Florida
$841K +$33.7K +1,331 +4%
Jane Street
71
Jane Street
New York
$814K -$897K -35,494 -52%
REMPR
72
Roof Eidam Maycock Peralta (REMP)
California
$807K +$1.59K +63 +0.2%
BPA
73
Beacon Pointe Advisors
California
$798K +$37.6K +1,486 +5%
SCA
74
Snowden Capital Advisors
New York
$779K
GWMR
75
GC Wealth Management RIA
Massachusetts
$776K +$24.6K +972 +3%