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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
126
Commonwealth Financial Services
West Virginia
$260K -$11.1K -440 -4%
SWA
127
Sightline Wealth Advisors
Connecticut
$256K +$1.54K +61 +0.6%
ASN
128
Advisory Services Network
Georgia
$254K
PWS
129
Peloton Wealth Strategists
Indiana
$254K
Baird Financial Group
130
Baird Financial Group
Wisconsin
$254K
NG
131
Novem Group
New York
$253K +$1.51K +60 +0.6%
C1AG
132
Client 1st Advisory Group
Florida
$252K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$250K +$248K +9,849 New
AF
134
Arrow Financial
New York
$241K
LPT
135
Legacy Private Trust
Wisconsin
$238K
KPWS
136
Kestra Private Wealth Services
Texas
$229K +$228K +9,031 New
PSIWM
137
Paradigm Strategies in Wealth Management
Minnesota
$224K +$223K +8,838 New
AWE
138
Avidian Wealth Enterprises
Texas
$219K +$218K +8,656 New
SB
139
Strategic Blueprint
Georgia
$219K +$218K +8,633 New
HS
140
Horan Securities
United States
$217K
FNT
141
First National Trust
Pennsylvania
$211K +$210K +8,319 New
AWP
142
Accretive Wealth Partners
New Jersey
$209K +$208K +8,252 New
S
143
SignatureFD
Georgia
$206K
CPIA
144
Cornell Pochily Investment Advisors
New York
$204K +$203K +8,040 New
PIM
145
Penobscot Investment Management
Massachusetts
$203K +$202K +8,000 New
HFS
146
Hughes Financial Services
Virginia
$192K +$10.3K +409 +6%
VNA
147
Valley National Advisers
Pennsylvania
$175K +$174K +6,923 New
AIP
148
Ameritas Investment Partners
Nebraska
$166K +$76 +3 +0%
Fifth Third Bancorp
149
Fifth Third Bancorp
Ohio
$127K -$50.4K -2,000 -29%
CT
150
Coastline Trust
Rhode Island
$120K