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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
$1.57M +$176K +6,978 +13%
ST
52
Spinnaker Trust
Maine
$1.49M +$66.8K +2,650 +5%
SPA
53
Sentinel Pension Advisors
Massachusetts
$1.47M +$10.7K +423 +0.7%
PFM
54
Phillips Financial Management
Indiana
$1.44M +$247K +9,819 +21%
Goldman Sachs
55
Goldman Sachs
New York
$1.35M +$1.06M +41,885 +366%
WWM
56
WJ Wealth Management
Arizona
$1.34M +$353K +14,000 +36%
RAG
57
RIA Advisory Group
Iowa
$1.32M +$95.7K +3,799 +8%
SWMG
58
Signature Wealth Management Group
Georgia
$1.32M +$10.2K +406 +0.8%
RFC
59
Regions Financial Corp
Alabama
$1.3M +$39.2K +1,554 +3%
AUB
60
Atlantic Union Bankshares
Virginia
$1.29M +$1.28M +50,995 New
Deutsche Bank
61
Deutsche Bank
Germany
$1.24M +$738K +29,280 +148%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1.19M +$193K +7,671 +20%
GHA
63
Granite Harbor Advisors
Texas
$1.15M -$108K -4,290 -9%
BSAM
64
Blue Square Asset Management
New York
$1.14M -$22.7K -902 -2%
EPW
65
Evergreen Private Wealth
Colorado
$1.13M -$21.3K -845 -2%
PA
66
Prism Advisors
California
$1.13M
SPIA
67
Steward Partners Investment Advisory
New York
$1.08M -$63.7K -2,527 -6%
BEI
68
Benjamin Edwards Inc
Missouri
$1.07M -$36.7K -1,456 -3%
MWM
69
Modern Wealth Management
Kansas
$1.04M +$177K +7,028 +21%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.03M +$208K +8,272 +26%
CIM
71
Confluence Investment Management
Missouri
$1.01M -$18.5K -736 -2%
SWP
72
Stratos Wealth Partners
Ohio
$969K -$250K -9,925 -21%
IA
73
IFP Advisors
Florida
$884K +$97.6K +3,874 +12%
REMPR
74
Roof Eidam Maycock Peralta (REMP)
California
$816K +$1.24K +49 +0.2%
GWMR
75
GC Wealth Management RIA
Massachusetts
$795K -$16.5K -654 -2%