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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
101
Carr Financial Group
Massachusetts
$203K +$199K +8,000 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$164K – – –
ADL
103
Asset Dedication LLC
California
$74K +$22.5K +906 +45%
GEA
104
Glen Eagle Advisors
New Jersey
$37.5K +$36.6K +1,475 New
TWM
105
Tradition Wealth Management
Minnesota
$32K +$224 +9 +0.7%
AA
106
Addison Advisors
Vermont
$27.2K +$3.48K +140 +15%
AF
107
Allworth Financial
California
$20.6K +$20.2K +812 New
AP
108
Aspect Partners
Virginia
$19.4K +$19K +764 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$18.8K – – –
OAJ
110
Ogorek Anthony Joseph
New York
$18K – – –
JP Morgan Chase
111
JP Morgan Chase
New York
$8.88K +$75 +3 +0.9%
SC
112
Stephens Consulting
Michigan
$7.98K – – –
BlackRock
113
BlackRock
New York
$3.66K +$25 +1 +0.7%
Corient Private Wealth
114
Corient Private Wealth
Florida
– -$11.1M -455,095 Closed
Jane Street
115
Jane Street
New York
– -$1.74M -71,023 Closed
MLA
116
MB, Levis & Associates
Pennsylvania
– -$1.15M -47,145 Closed
OMC
117
Old Mission Capital
Illinois
– -$938K -38,314 Closed
CAN
118
Cetera Advisor Networks
California
– -$316K -12,899 Closed
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
– -$264K -10,766 Closed
Creative Planning
120
Creative Planning
Kansas
– -$229K -9,343 Closed
SCA
121
Stonebridge Capital Advisors
Minnesota
– -$164K -6,700 Closed
BBHC
122
Brown Brothers Harriman & Co
New York
– -$106K -4,312 Closed
SSWM
123
Sheets Smith Wealth Management
North Carolina
– -$97.9K -4,000 Closed
HIA
124
Harbor Investment Advisory
Maryland
– -$30.1K -1,229 Closed
FFA
125
Farther Finance Advisors
California
– -$20.6K -843 Closed