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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
101
Smith, Moore & Co
Missouri
$471K +$114K +4,497 +32%
FAFN
102
First Affirmative Financial Network
Colorado
$466K +$76 +3 +0%
KA
103
Klingman & Associates
New York
$449K +$3.13K +123 +0.7%
WCP
104
Wick Capital Partners
Pennsylvania
$416K +$416K +16,341 New
PCH
105
PGIM Custom Harvest
New Jersey
$413K +$33.8K +1,327 +9%
JSA
106
Jim Saulnier & Associates
Colorado
$410K +$2.54K +100 +0.6%
AI
107
Atria Investments
North Carolina
$389K +$388K +15,252 New
SWA
108
Sax Wealth Advisors
New Jersey
$384K
Corient Private Wealth
109
Corient Private Wealth
Florida
$380K -$248K -9,750 -40%
Janney Montgomery Scott
110
Janney Montgomery Scott
Pennsylvania
$377K +$22.6K +890 +6%
JIR
111
James Investment Research
Ohio
$375K
WCM
112
WealthBridge Capital Management
Ohio
$367K +$6.51K +256 +2%
RCA
113
Resonant Capital Advisors
Wisconsin
$354K
TC
114
Trust Company
Kansas
$351K
DSA
115
Droms Strauss Advisors
Missouri
$343K -$20.7K -812 -6%
PAG
116
Private Advisor Group
New Jersey
$337K
PCIA
117
Prime Capital Investment Advisors
Kansas
$332K -$13.5K -529 -4%
APP
118
Avantax Planning Partners
Iowa
$332K
ACS
119
Archford Capital Strategies
Illinois
$307K
PTC
120
Private Trust Company
Ohio
$305K -$35.8K -1,409 -11%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$298K +$27.5K +1,082 +10%
FCH
122
Freestone Capital Holdings
Washington
$295K +$295K +11,590 New
KPWS
123
Kestra Private Wealth Services
Texas
$294K +$64.2K +2,522 +28%
CCA
124
Cora Capital Advisors
New Jersey
$280K -$25.4K -1,000 -8%
MA
125
MONECO Advisors
Connecticut
$279K