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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
76
James Investment Research
Ohio
$643K +$23.6K +935 +4%
SWP
77
Stratos Wealth Partners
Ohio
$606K +$1.14K +45 +0.2%
LPT
78
Legacy Private Trust
Wisconsin
$566K
FFA
79
Farther Finance Advisors
California
$565K +$569K +22,505 New
APP
80
Avantax Planning Partners
Iowa
$557K +$560K +22,143 New
GWMR
81
GC Wealth Management RIA
Massachusetts
$554K +$556K +22,002 New
BPA
82
Beacon Pointe Advisors
California
$529K +$198K +7,825 +59%
CA
83
Cetera Advisors
Colorado
$508K +$510K +20,190 New
WWM
84
WJ Wealth Management
Arizona
$476K +$478K +18,900 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$444K +$32.6K +1,290 +8%
Mariner
86
Mariner
Kansas
$439K +$236K +9,329 +115%
Comerica Bank
87
Comerica Bank
Texas
$429K +$49.7K +1,966 +13%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$411K -$488K -19,328 -54%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$406K +$91K +3,600 +29%
Goldman Sachs
90
Goldman Sachs
New York
$401K -$4.64M -183,620 -92%
WI
91
WrapManager Inc
California
$393K +$14.2K +560 +4%
ACS
92
Archford Capital Strategies
Illinois
$384K +$29.7K +1,177 +8%
PCIA
93
Prime Capital Investment Advisors
Kansas
$363K
PA
94
Parallel Advisors
California
$358K +$107K +4,237 +42%
PCH
95
PGIM Custom Harvest
New Jersey
$348K
CFS
96
Commonwealth Financial Services
West Virginia
$340K
KC
97
Kades & Cheifetz
Pennsylvania
$333K +$960 +38 +0.3%
CCA
98
Cora Capital Advisors
New Jersey
$302K
RCAG
99
Rehmann Capital Advisory Group
Michigan
$299K
ASN
100
Advisory Services Network
Georgia
$277K -$40.4K -1,599 -13%