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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ST
51
Spinnaker Trust
Maine
$1.73M +$71.5K +2,819 +4%
GHA
52
Granite Harbor Advisors
Texas
$1.72M +$231K +9,112 +16%
CIA
53
Capital Investment Advisors
Georgia
$1.65M +$15.2K +600 +0.9%
SF
54
Summit Financial
New Jersey
$1.58M -$269K -10,594 -15%
SPA
55
Sentinel Pension Advisors
Massachusetts
$1.5M +$12.1K +476 +0.8%
PFM
56
Phillips Financial Management
Indiana
$1.44M
RAG
57
RIA Advisory Group
Iowa
$1.42M -$14.7K -578 -1%
AUB
58
Atlantic Union Bankshares
Virginia
$1.38M +$89K +3,506 +7%
RFC
59
Regions Financial Corp
Alabama
$1.3M +$34.7K +1,369 +3%
SWMG
60
Signature Wealth Management Group
Georgia
$1.3M -$32.6K -1,283 -2%
OIA
61
OneDigital Investment Advisors
Kansas
$1.3M +$1.3M +51,062 New
EPW
62
Evergreen Private Wealth
Colorado
$1.26M +$106K +4,188 +9%
WIC
63
Woodmont Investment Counsel
Tennessee
$1.25M -$280K -11,017 -18%
BSAM
64
Blue Square Asset Management
New York
$1.17M +$48.3K +1,902 +4%
SWP
65
Stratos Wealth Partners
Ohio
$1.14M +$31.2K +1,229 +3%
PA
66
Prism Advisors
California
$1.14M
HSG
67
Helen Stephens Group
Texas
$1.1M +$205K +8,083 +23%
GWMR
68
GC Wealth Management RIA
Massachusetts
$1.09M +$182K +7,173 +20%
SPIA
69
Steward Partners Investment Advisory
New York
$1.08M +$76 +3 +0%
Financial Engines Advisors
70
Financial Engines Advisors
California
$1.06M +$32.6K +1,284 +3%
BCM
71
Brookstone Capital Management
Illinois
$1.03M +$232K +9,153 +29%
BEI
72
Benjamin Edwards Inc
Missouri
$1.02M -$278K -10,953 -21%
TPWA
73
TRUE Private Wealth Advisors
Oregon
$926K +$925K +36,453 New
GWCM
74
Godshalk Welsh Capital Management
Pennsylvania
$922K +$102K +4,000 +12%
NDSI
75
Newman Dignan & Sheerar Inc
Rhode Island
$921K -$753K -29,688 -45%