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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIR
101
James Investment Research
Ohio
$372K
WI
102
WrapManager Inc
California
$370K -$11.7K -463 -3%
Mariner
103
Mariner
Kansas
$369K -$238K -9,445 -39%
RCA
104
Resonant Capital Advisors
Wisconsin
$352K +$100K +3,963 +40%
TC
105
Trust Company
Kansas
$349K +$99.8K +3,955 +40%
WCM
106
WealthBridge Capital Management
Ohio
$338K +$7.65K +303 +2%
DSA
107
Droms Strauss Advisors
Missouri
$336K +$87.4K +3,462 +35%
GWCM
108
Godshalk Welsh Capital Management
Pennsylvania
$335K +$334K +13,250 New
APP
109
Avantax Planning Partners
Iowa
$332K -$2.57K -102 -0.8%
TA
110
TPG Advisors
Illinois
$305K
PPWM
111
PFG Private Wealth Management
Florida
$304K -$219K -8,678 -42%
CCA
112
Cora Capital Advisors
New Jersey
$303K
PWM
113
Partners Wealth Management
California
$293K -$251K -9,954 -46%
ACS
114
Archford Capital Strategies
Illinois
$290K -$14.9K -589 -5%
Goldman Sachs
115
Goldman Sachs
New York
$289K -$10.9K -430 -4%
PTC
116
Private Trust Company
Ohio
$283K +$74.7K +2,960 +36%
MA
117
MONECO Advisors
Connecticut
$277K
GSIAS
118
Garden State Investment Advisory Services
New Jersey
$272K -$152K -6,011 -36%
CFS
119
Commonwealth Financial Services
West Virginia
$270K -$24.2K -957 -8%
RCAG
120
Rehmann Capital Advisory Group
Michigan
$260K
SWA
121
Sightline Wealth Advisors
Connecticut
$253K +$1.03K +41 +0.4%
PWS
122
Peloton Wealth Strategists
Indiana
$253K
ASN
123
Advisory Services Network
Georgia
$253K
Baird Financial Group
124
Baird Financial Group
Wisconsin
$253K
C1AG
125
Client 1st Advisory Group
Florida
$252K