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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$1.39M +$65.8K +2,609 +5%
SWMG
52
Signature Wealth Management Group
Georgia
$1.3M +$25.1K +995 +2%
RFC
53
Regions Financial Corp
Alabama
$1.26M +$75.7K +3,001 +6%
GHA
54
Granite Harbor Advisors
Texas
$1.25M +$65.8K +2,606 +6%
RAG
55
RIA Advisory Group
Iowa
$1.22M +$130K +5,154 +12%
SWP
56
Stratos Wealth Partners
Ohio
$1.22M +$1.41K +56 +0.1%
PFM
57
Phillips Financial Management
Indiana
$1.19M
Jane Street
58
Jane Street
New York
$1.18M +$357K +14,140 +44%
BSAM
59
Blue Square Asset Management
New York
$1.16M -$23.9K -946 -2%
SSB
60
Sandy Spring Bank
Maryland
$1.15M +$28.5K +1,131 +3%
EPW
61
Evergreen Private Wealth
Colorado
$1.15M +$30.9K +1,224 +3%
SPIA
62
Steward Partners Investment Advisory
New York
$1.14M -$403K -15,960 -26%
PA
63
Prism Advisors
California
$1.13M
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$1.1M +$1.1M +43,591 New
BEI
65
Benjamin Edwards Inc
Missouri
$1.1M +$75.5K +2,993 +7%
CIM
66
Confluence Investment Management
Missouri
$1.03M -$6.76K -268 -0.7%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$990K +$79.6K +3,155 +9%
WWM
68
WJ Wealth Management
Arizona
$982K -$419K -16,600 -30%
BPA
69
Beacon Pointe Advisors
California
$858K +$55.8K +2,211 +7%
MWM
70
Modern Wealth Management
Kansas
$856K -$46.2K -1,829 -5%
BCI
71
Brinker Capital Investments
Pennsylvania
$816K +$815K +32,288 New
OPS
72
Orion Portfolio Solutions
Nebraska
$816K +$815K +32,288 New
REMPR
73
Roof Eidam Maycock Peralta (REMP)
California
$812K +$833 +33 +0.1%
GWMR
74
GC Wealth Management RIA
Massachusetts
$809K +$28.6K +1,133 +4%
IA
75
IFP Advisors
Florida
$784K -$61.8K -2,449 -7%