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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
101
Strid Group
Pennsylvania
$649K
Creative Planning
102
Creative Planning
Kansas
$639K -$176K -6,941 -22%
SWM
103
Silverlake Wealth Management
Vermont
$634K +$98.8K +3,893 +18%
CIAS
104
CFS Investment Advisory Services
New Jersey
$613K -$105K -4,127 -15%
SMC
105
Smith, Moore & Co
Missouri
$596K +$43.6K +1,719 +8%
GAM
106
Gould Asset Management
California
$583K +$25.5K +1,005 +5%
MWM
107
Modern Wealth Management
Kansas
$583K -$268K -10,568 -32%
DSA
108
Droms Strauss Advisors
Missouri
$569K +$169K +6,652 +42%
EFP
109
Envision Financial Planning
Tennessee
$566K -$24.6K -968 -4%
CPW
110
Cove Private Wealth
New York
$559K +$558K +22,000 New
WIC
111
Woodmont Investment Counsel
Tennessee
$555K -$404K -15,913 -42%
JIR
112
James Investment Research
Ohio
$526K
FFG
113
Foundry Financial Group
New Hampshire
$521K
SFG
114
Sovereign Financial Group
Connecticut
$500K
PPWM
115
PFG Private Wealth Management
Florida
$453K -$6.8K -268 -1%
OFS
116
OneAscent Financial Services
Alabama
$430K +$430K +16,921 New
WCM
117
WealthBridge Capital Management
Ohio
$424K +$9.44K +372 +2%
JSA
118
Jim Saulnier & Associates
Colorado
$417K +$2.56K +101 +0.6%
AAP
119
Arax Advisory Partners
Colorado
$410K +$410K +16,142 New
SWA
120
Sax Wealth Advisors
New Jersey
$384K
AI
121
Atria Investments
North Carolina
$383K
Jones Financial Companies
122
Jones Financial Companies
Missouri
$382K +$249K +9,804 +188%
MCM
123
MV Capital Management
Maryland
$367K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$367K +$4.82K +190 +1%
PGAM
125
Princeton Global Asset Management
New Jersey
$366K +$151K +5,944 +70%