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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
101
WealthBridge Capital Management
Ohio
$295K +$293K +11,583 New
RCAG
102
Rehmann Capital Advisory Group
Michigan
$294K
Goldman Sachs
103
Goldman Sachs
New York
$285K -$115K -4,540 -29%
MA
104
MONECO Advisors
Connecticut
$278K
ASN
105
Advisory Services Network
Georgia
$263K
JSA
106
Jim Saulnier & Associates
Colorado
$260K +$259K +10,230 New
PWS
107
Peloton Wealth Strategists
Indiana
$255K
Baird Financial Group
108
Baird Financial Group
Wisconsin
$255K -$16.8K -664 -6%
C1AG
109
Client 1st Advisory Group
Florida
$253K
SWA
110
Sightline Wealth Advisors
Connecticut
$252K +$250K +9,905 New
AF
111
Arrow Financial
New York
$242K
TLFA
112
True Link Financial Advisors
California
$219K +$217K +8,592 New
PAG
113
Private Advisor Group
New Jersey
$216K +$215K +8,491 New
PTC
114
Private Trust Company
Ohio
$210K
S
115
SignatureFD
Georgia
$207K
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$205K +$204K +8,054 New
HS
117
Horan Securities
United States
$203K +$202K +7,995 New
SCG
118
Sonata Capital Group
Washington
$201K +$199K +7,880 New
AIP
119
Ameritas Investment Partners
Nebraska
$176K -$53K -2,096 -23%
FCA
120
FinTrust Capital Advisors
South Carolina
$101K +$101K +3,979 New
GEA
121
Glen Eagle Advisors
New Jersey
$69.4K
HIA
122
Harbor Investment Advisory
Maryland
$64.2K
ACA
123
American Capital Advisory
Idaho
$56.8K +$56.4K +2,231 New
ADL
124
Asset Dedication LLC
California
$51.3K -$22.9K -906 -31%
CT
125
Coastline Trust
Rhode Island
$21.5K +$21.3K +843 New