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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
101
Gould Asset Management
California
$556K
FFG
102
Foundry Financial Group
New Hampshire
$546K -$146K -5,761 -21%
Mariner
103
Mariner
Kansas
$539K -$29.7K -1,171 -5%
JIR
104
James Investment Research
Ohio
$525K +$151K +5,962 +41%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$501K +$251K +9,880 +100%
Creative Planning
106
Creative Planning
Kansas
$499K
SMC
107
Smith, Moore & Co
Missouri
$482K +$11.8K +465 +3%
Comerica Bank
108
Comerica Bank
Texas
$471K
JSA
109
Jim Saulnier & Associates
Colorado
$412K +$3.4K +134 +0.8%
HCM
110
Hengehold Capital Management
Ohio
$408K -$9.84M -387,868 -96%
KA
111
Klingman & Associates
New York
$396K -$51.5K -2,029 -12%
PCH
112
PGIM Custom Harvest
New Jersey
$395K -$17K -668 -4%
WCM
113
WealthBridge Capital Management
Ohio
$385K +$19.3K +761 +5%
SWA
114
Sax Wealth Advisors
New Jersey
$383K
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$376K
AI
116
Atria Investments
North Carolina
$372K -$15.1K -594 -4%
CFS
117
Commonwealth Financial Services
West Virginia
$369K +$111K +4,368 +43%
MCM
118
MV Capital Management
Maryland
$367K +$367K +14,457 New
DSA
119
Droms Strauss Advisors
Missouri
$360K +$18K +708 +5%
RCA
120
Resonant Capital Advisors
Wisconsin
$353K
TC
121
Trust Company
Kansas
$350K +$25 +1 +0%
PAG
122
Private Advisor Group
New Jersey
$336K
PCIA
123
Prime Capital Investment Advisors
Kansas
$335K +$3.33K +131 +1%
APP
124
Avantax Planning Partners
Iowa
$331K
AWE
125
Avidian Wealth Enterprises
Texas
$331K +$89.8K +3,538 +37%