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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
76
Ameritas Investment Partners
Nebraska
$258K -$4.43K -176 -2%
PWS
77
Peloton Wealth Strategists
Indiana
$251K
Baird Financial Group
78
Baird Financial Group
Wisconsin
$251K -$27.7K -1,102 -10%
LNC
79
Lincoln National Corp
Pennsylvania
$229K +$805 +32 +0.4%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$212K +$212K +8,440 New
MA
81
Mutual Advisors
Nebraska
$205K
ASN
82
Advisory Services Network
Georgia
$201K -$12.6K -500 -6%
CFG
83
Carr Financial Group
Massachusetts
$201K
PTC
84
Private Trust Company
Ohio
$197K -$44.4K -1,764 -18%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$184K -$101 -4 -0.1%
SCA
86
Stonebridge Capital Advisors
Minnesota
$168K +$25.2K +1,000 +18%
PA
87
Parallel Advisors
California
$138K +$138K +5,500 New
BWM
88
BerganKDV Wealth Management
Minnesota
$66.1K +$66.4K +2,639 New
VCM
89
Vigilant Capital Management
Maine
$54K
ADL
90
Asset Dedication LLC
California
$49K
TWM
91
Tradition Wealth Management
Minnesota
$31K +$151 +6 +0.5%
HIA
92
Harbor Investment Advisory
Maryland
$30.8K
BEI
93
Benjamin Edwards Inc
Missouri
$25K -$403 -16 -2%
FFA
94
Farther Finance Advisors
California
$21.1K
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$18.5K
OAJ
96
Ogorek Anthony Joseph
New York
$18K +$18.7K +742 New
JP Morgan Chase
97
JP Morgan Chase
New York
$8.68K +$6.87K +273 +374%
SC
98
Stephens Consulting
Michigan
$7.87K
BlackRock
99
BlackRock
New York
$3.58K +$25 +1 +0.7%
BPA
100
Beacon Pointe Advisors
California
-$259K -10,155 Closed