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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
76
Lincoln National Corp
Pennsylvania
$271K +$47.7K +1,918 +21%
KC
77
Kades & Cheifetz
Pennsylvania
$269K +$473 +19 +0.2%
SWA
78
Stratos Wealth Advisors
Ohio
$264K
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$264K +$268K +10,766 New
WCM
80
WealthBridge Capital Management
Ohio
$261K -$11K -440 -4%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$261K +$16.5K +664 +7%
AF
82
Arrow Financial
New York
$253K
PWS
83
Peloton Wealth Strategists
Indiana
$245K
PA
84
Parallel Advisors
California
$245K +$112K +4,500 +82%
AIP
85
Ameritas Investment Partners
Nebraska
$239K -$13.6K -548 -5%
Creative Planning
86
Creative Planning
Kansas
$229K +$233K +9,343 New
PTC
87
Private Trust Company
Ohio
$208K +$16.6K +665 +8%
SCA
88
Stonebridge Capital Advisors
Minnesota
$164K
BFEC
89
Benjamin F. Edwards & Company
Missouri
$158K -$1.21M -48,765 -88%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$114K -$67.6K -2,715 -37%
BBHC
91
Brown Brothers Harriman & Co
New York
$106K +$107K +4,312 New
SSWM
92
Sheets Smith Wealth Management
North Carolina
$97.9K +$99.6K +4,000 New
ADL
93
Asset Dedication LLC
California
$49K
HIA
94
Harbor Investment Advisory
Maryland
$30.1K
TWM
95
Tradition Wealth Management
Minnesota
$30K +$149 +6 +0.5%
AA
96
Addison Advisors
Vermont
$22.8K +$23.2K +930 New
FFA
97
Farther Finance Advisors
California
$20.6K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$18.1K
OAJ
99
Ogorek Anthony Joseph
New York
$18K
JP Morgan Chase
100
JP Morgan Chase
New York
$8.47K