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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
76
Signature Wealth Management Group
Georgia
$1.13M -$168K -6,608 -13%
ODE
77
O'Domhnaill Enterprises
Wyoming
$1.13M +$1.13M +44,261 New
SPIA
78
Steward Partners Investment Advisory
New York
$1.09M +$25 +1 +0%
KPWS
79
Kestra Private Wealth Services
Texas
$1.08M +$490K +19,246 +83%
BEI
80
Benjamin Edwards Inc
Missouri
$1.08M +$60.9K +2,394 +6%
GWCM
81
Godshalk Welsh Capital Management
Pennsylvania
$1.08M +$158K +6,200 +17%
Financial Engines Advisors
82
Financial Engines Advisors
California
$1.03M -$36.6K -1,438 -3%
TPWA
83
TRUE Private Wealth Advisors
Oregon
$1.03M +$99.8K +3,919 +11%
LF
84
Lantz Financial
Illinois
$1.02M +$115K +4,502 +13%
WIC
85
Woodmont Investment Counsel
Tennessee
$960K -$290K -11,377 -23%
IA
86
IFP Advisors
Florida
$928K +$102K +4,010 +12%
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$923K
CBT
88
Crews Bank & Trust
Florida
$908K -$3.36K -132 -0.4%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$890K
MWM
90
Modern Wealth Management
Kansas
$851K +$139K +5,465 +19%
HA
91
Heffernan Advisory
Arizona
$842K
REMPR
92
Roof Eidam Maycock Peralta (REMP)
California
$822K +$891 +35 +0.1%
CIM
93
Confluence Investment Management
Missouri
$819K +$11.3K +442 +1%
Creative Planning
94
Creative Planning
Kansas
$816K +$316K +12,424 +63%
SCA
95
Snowden Capital Advisors
New York
$789K
PA
96
Parallel Advisors
California
$786K +$16.4K +644 +2%
WWM
97
WJ Wealth Management
Arizona
$768K +$30.6K +1,200 +4%
CFMC
98
Curbstone Financial Management Corp
New Hampshire
$765K
CIAS
99
CFS Investment Advisory Services
New Jersey
$719K -$36.1K -1,419 -5%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$701K -$21.9K -860 -3%