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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
$259K -$2.37K -93 -0.9%
SWA
127
Sightline Wealth Advisors
Connecticut
$259K +$1.6K +63 +0.6%
PWS
128
Peloton Wealth Strategists
Indiana
$255K
ASN
129
Advisory Services Network
Georgia
$255K
C1AG
130
Client 1st Advisory Group
Florida
$254K
Jane Street
131
Jane Street
New York
$251K -$5.38M -211,276 -96%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$251K
AF
133
Arrow Financial
New York
$242K
AWE
134
Avidian Wealth Enterprises
Texas
$242K +$21K +825 +10%
LPT
135
Legacy Private Trust
Wisconsin
$239K
TA
136
TPG Advisors
Illinois
$232K -$74.7K -2,938 -24%
CPIA
137
Cornell Pochily Investment Advisors
New York
$225K +$20K +785 +10%
FNT
138
First National Trust
Pennsylvania
$225K +$12.8K +505 +6%
PSIWM
139
Paradigm Strategies in Wealth Management
Minnesota
$225K -$611 -24 -0.3%
SB
140
Strategic Blueprint
Georgia
$220K
HW
141
HORAN Wealth
Ohio
$218K +$217K +8,544 New
Goldman Sachs
142
Goldman Sachs
New York
$216K -$1.14M -44,837 -84%
AWP
143
Accretive Wealth Partners
New Jersey
$213K +$2.67K +105 +1%
S
144
SignatureFD
Georgia
$207K
PIM
145
Penobscot Investment Management
Massachusetts
$204K
WANY
146
Wealthspire Advisors (New York)
New York
$199K +$199K +7,812 New
CB
147
CNB Bank
Pennsylvania
$193K +$193K +7,594 New
HFS
148
Hughes Financial Services
Virginia
$191K
VNA
149
Valley National Advisers
Pennsylvania
$177K +$1.09K +43 +0.6%
AIP
150
Ameritas Investment Partners
Nebraska
$167K +$102 +4 +0.1%