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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sax Wealth Advisors
New Jersey
$383K +$380K +15,089 New
PCH
102
PGIM Custom Harvest
New Jersey
$377K -$5.49K -218 -1%
JIR
103
James Investment Research
Ohio
$373K
Mariner
104
Mariner
Kansas
$370K
DSA
105
Droms Strauss Advisors
Missouri
$362K +$24.2K +960 +7%
WCM
106
WealthBridge Capital Management
Ohio
$359K +$19.6K +778 +6%
SMC
107
Smith, Moore & Co
Missouri
$355K +$148K +5,861 +72%
WI
108
WrapManager Inc
California
$355K -$16K -634 -4%
ECM
109
Exchange Capital Management
Michigan
$354K -$26.1K -1,035 -7%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$353K -$56.2K -2,229 -14%
RCA
111
Resonant Capital Advisors
Wisconsin
$353K
TC
112
Trust Company
Kansas
$350K -$25 -1 -0%
PCIA
113
Prime Capital Investment Advisors
Kansas
$344K -$30.5K -1,211 -8%
PTC
114
Private Trust Company
Ohio
$339K +$55.2K +2,192 +20%
PAG
115
Private Advisor Group
New Jersey
$335K +$333K +13,221 New
APP
116
Avantax Planning Partners
Iowa
$331K -$2.6K -103 -0.8%
TA
117
TPG Advisors
Illinois
$306K
ACS
118
Archford Capital Strategies
Illinois
$305K +$14.8K +587 +5%
CCA
119
Cora Capital Advisors
New Jersey
$304K
PPWM
120
PFG Private Wealth Management
Florida
$295K -$9.3K -369 -3%
PWM
121
Partners Wealth Management
California
$293K
MA
122
MONECO Advisors
Connecticut
$277K
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$270K +$268K +10,631 New
PWS
124
Precision Wealth Strategies
Missouri
$264K +$262K +10,417 New
RCAG
125
Rehmann Capital Advisory Group
Michigan
$261K