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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCH
76
PGIM Custom Harvest
New Jersey
$352K -$8.89K -358 -3%
CFS
77
Commonwealth Financial Services
West Virginia
$340K +$333K +13,383 New
BPA
78
Beacon Pointe Advisors
California
$336K +$33.6K +1,352 +11%
KC
79
Kades & Cheifetz
Pennsylvania
$335K +$54.4K +2,190 +20%
ASN
80
Advisory Services Network
Georgia
$320K +$16.1K +649 +5%
CIM
81
Confluence Investment Management
Missouri
$318K +$7.08K +285 +2%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$318K +$621 +25 +0.2%
CCA
83
Cora Capital Advisors
New Jersey
$305K
RCAG
84
Rehmann Capital Advisory Group
Michigan
$302K +$295K +11,891 New
MA
85
MONECO Advisors
Connecticut
$278K +$272K +10,943 New
Baird Financial Group
86
Baird Financial Group
Wisconsin
$271K
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$264K +$259K +10,407 New
LNC
88
Lincoln National Corp
Pennsylvania
$259K -$21.5K -867 -8%
PA
89
Parallel Advisors
California
$254K
PWS
90
Peloton Wealth Strategists
Indiana
$254K
C1AG
91
Client 1st Advisory Group
Florida
$253K -$49.6K -1,996 -17%
FTUS
92
Flow Traders U.S.
New York
$253K +$247K +9,942 New
WCM
93
WealthBridge Capital Management
Ohio
$250K -$20.8K -839 -8%
AF
94
Arrow Financial
New York
$240K -$21.7K -873 -8%
AIP
95
Ameritas Investment Partners
Nebraska
$236K -$11.5K -461 -5%
ST
96
Spinnaker Trust
Maine
$234K +$229K +9,223 New
LIM
97
Leavell Investment Management
Alabama
$232K +$227K +9,126 New
PTC
98
Private Trust Company
Ohio
$209K -$6.63K -267 -3%
MA
99
Mutual Advisors
Nebraska
$207K +$202K +8,134 New
Mariner
100
Mariner
Kansas
$206K +$202K +8,125 New