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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GHA
76
Granite Harbor Advisors
Texas
$671K
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$656K +$136K +5,400 +26%
JIR
78
James Investment Research
Ohio
$650K
KA
79
Klingman & Associates
New York
$618K -$102K -4,047 -14%
LPT
80
Legacy Private Trust
Wisconsin
$572K
PA
81
Parallel Advisors
California
$498K +$53.9K +2,134 +12%
GSIAS
82
Garden State Investment Advisory Services
New Jersey
$496K
TA
83
TPG Advisors
Illinois
$493K -$49.9K -1,975 -9%
KC
84
Kades & Cheifetz
Pennsylvania
$442K +$103K +4,068 +31%
Comerica Bank
85
Comerica Bank
Texas
$433K
FAFN
86
First Affirmative Financial Network
Colorado
$424K +$14.1K +558 +3%
ECM
87
Exchange Capital Management
Michigan
$412K +$78.2K +3,095 +24%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$411K +$657 +26 +0.2%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$405K +$402K +15,902 New
WI
90
WrapManager Inc
California
$386K -$12K -476 -3%
Mariner
91
Mariner
Kansas
$372K -$47.3K -1,873 -11%
APP
92
Avantax Planning Partners
Iowa
$366K -$69.2K -2,739 -16%
PCH
93
PGIM Custom Harvest
New Jersey
$330K -$22.7K -898 -6%
PCIA
94
Prime Capital Investment Advisors
Kansas
$317K -$22.7K -898 -7%
Financial Engines Advisors
95
Financial Engines Advisors
California
$317K +$315K +12,472 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$311K -$131K -5,195 -30%
Cerity Partners
97
Cerity Partners
New York
$311K +$308K +12,204 New
CCA
98
Cora Capital Advisors
New Jersey
$305K
ACS
99
Archford Capital Strategies
Illinois
$305K -$129K -5,115 -30%
CFS
100
Commonwealth Financial Services
West Virginia
$296K +$28.2K +1,116 +11%