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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
126
Resonant Capital Advisors
Wisconsin
$354K
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$351K -$25.1K -990 -7%
APP
128
Avantax Planning Partners
Iowa
$332K
EIA
129
Eldridge Investment Advisors
New Hampshire
$328K
VAG
130
VisionPoint Advisory Group
Texas
$327K
HCM
131
Hengehold Capital Management
Ohio
$320K -$45.4K -1,787 -12%
Citadel Advisors
132
Citadel Advisors
Florida
$317K +$47.9K +1,888 +18%
PTC
133
Private Trust Company
Ohio
$305K
RWA
134
Redhawk Wealth Advisors
Minnesota
$303K +$303K +11,931 New
TC
135
Trust Company
Kansas
$301K
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$300K +$299K +11,783 New
CFS
137
Commonwealth Financial Services
West Virginia
$290K -$79.5K -3,132 -22%
AFP
138
Ausdal Financial Partners
Iowa
$285K +$1.75K +69 +0.6%
HFO
139
Heritage Family Offices
Arizona
$283K +$283K +11,136 New
PEWA
140
Pacific Excel Wealth Advisors
California
$283K +$283K +11,136 New
KA
141
Klingman & Associates
New York
$279K -$13.8K -544 -5%
MA
142
MONECO Advisors
Connecticut
$278K
CIC
143
Carnegie Investment Counsel
Ohio
$269K +$45.7K +1,800 +20%
JFG
144
Juno Financial Group
Virginia
$261K +$1.6K +63 +0.6%
ASN
145
Advisory Services Network
Georgia
$254K
PIM
146
Penobscot Investment Management
Massachusetts
$254K
PWS
147
Peloton Wealth Strategists
Indiana
$254K
AF
148
Arrow Financial
New York
$242K
CCA
149
Cora Capital Advisors
New Jersey
$241K
AWE
150
Avidian Wealth Enterprises
Texas
$241K