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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
51
Valmark Advisers
Ohio
$1.96M +$140K +5,492 +8%
BSAM
52
Blue Square Asset Management
New York
$1.9M +$729K +28,645 +62%
ST
53
Spinnaker Trust
Maine
$1.9M +$170K +6,679 +10%
KCA
54
Kastel Capital Advisors
Massachusetts
$1.9M
GHA
55
Granite Harbor Advisors
Texas
$1.73M
WC
56
Wolfstich Capital
Massachusetts
$1.67M +$1.76M +69,073 New
IRP
57
Investment Research Partners
Pennsylvania
$1.54M +$1.54M +60,423 New
AIP
58
Avail Investment Partners
Pennsylvania
$1.54M +$1.54M +60,423 New
SPA
59
Sentinel Pension Advisors
Massachusetts
$1.51M +$8.86K +348 +0.6%
Ameriprise
60
Ameriprise
Minnesota
$1.49M +$587K +23,055 +65%
RAG
61
RIA Advisory Group
Iowa
$1.46M +$35.3K +1,385 +2%
PFM
62
Phillips Financial Management
Indiana
$1.44M
CIA
63
Capital Investment Advisors
Georgia
$1.44M -$209K -8,218 -13%
AUB
64
Atlantic Union Bankshares
Virginia
$1.42M +$35.8K +1,408 +3%
SF
65
Summit Financial
New Jersey
$1.42M -$164K -6,453 -10%
EPW
66
Evergreen Private Wealth
Colorado
$1.35M +$87.5K +3,435 +7%
RFC
67
Regions Financial Corp
Alabama
$1.3M -$5.91K -232 -0.5%
HSG
68
Helen Stephens Group
Texas
$1.24M +$137K +5,378 +12%
FTUS
69
Flow Traders U.S.
New York
$1.23M +$1.23M +48,224 New
SCM
70
SummitPoint Capital Management
Colorado
$1.18M +$1.18M +46,292 New
BCM
71
Brookstone Capital Management
Illinois
$1.17M +$133K +5,232 +13%
GWMR
72
GC Wealth Management RIA
Massachusetts
$1.17M +$73.7K +2,895 +7%
SWP
73
Stratos Wealth Partners
Ohio
$1.14M +$5.32K +209 +0.5%
PA
74
Prism Advisors
California
$1.14M
OIA
75
OneDigital Investment Advisors
Kansas
$1.13M -$166K -6,508 -13%