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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1L
101
10Elms LLP
Oklahoma
$697K +$120K +4,700 +21%
FNT
102
First National Trust
Pennsylvania
$658K -$23.5K -922 -3%
MW
103
Members Wealth
Pennsylvania
$650K +$76.3K +2,996 +13%
SG
104
Strid Group
Pennsylvania
$649K
FAC
105
Financial Advisory Corporation
Michigan
$637K
EFP
106
Envision Financial Planning
Tennessee
$591K -$5.09K -200 -0.9%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$558K -$65.5K -2,572 -10%
GAM
108
Gould Asset Management
California
$558K +$764 +30 +0.1%
SMC
109
Smith, Moore & Co
Missouri
$553K +$70.4K +2,764 +15%
Mariner
110
Mariner
Kansas
$540K +$153 +6 +0%
SWM
111
Silverlake Wealth Management
Vermont
$536K +$536K +21,067 New
JIR
112
James Investment Research
Ohio
$526K
FFG
113
Foundry Financial Group
New Hampshire
$522K -$26K -1,022 -5%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$515K +$12.7K +497 +3%
SFG
115
Sovereign Financial Group
Connecticut
$501K +$501K +19,685 New
FAFN
116
First Affirmative Financial Network
Colorado
$497K +$498K +19,542 New
PPWM
117
PFG Private Wealth Management
Florida
$460K +$192K +7,536 +71%
JSA
118
Jim Saulnier & Associates
Colorado
$415K +$1.76K +69 +0.4%
WCM
119
WealthBridge Capital Management
Ohio
$414K +$28.8K +1,131 +7%
DSA
120
Droms Strauss Advisors
Missouri
$400K +$39.8K +1,562 +11%
PCH
121
PGIM Custom Harvest
New Jersey
$395K +$127 +5 +0%
SWA
122
Sax Wealth Advisors
New Jersey
$383K
AI
123
Atria Investments
North Carolina
$383K +$9.95K +391 +3%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$377K
CFS
125
Commonwealth Financial Services
West Virginia
$370K +$356 +14 +0.1%