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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$127K – – –
CT
152
Coastline Trust
Rhode Island
$120K – – –
PGAM
153
Princeton Global Asset Management
New Jersey
$101K – – –
GEA
154
Glen Eagle Advisors
New Jersey
$69.4K – – –
GRP
155
Global Retirement Partners
California
$68.6K +$68.5K +2,691 New
PS
156
Principal Securities
Iowa
$60.3K +$229 +9 +0.4%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$57.5K – – –
ACA
158
American Capital Advisory
Idaho
$56.8K – – –
RPC
159
Rossmore Private Capital
Connecticut
$50.5K +$50.4K +1,981 New
BWM
160
Bullock Wealth Management
Indiana
$50.3K +$50.3K +1,978 New
HIA
161
Harbor Investment Advisory
Maryland
$28.4K – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$27.2K +$10.7K +419 +65%
RWM
163
Rialto Wealth Management
New York
$24.5K – – –
AA
164
Addison Advisors
Vermont
$23.2K – – –
ADL
165
Asset Dedication LLC
California
$21.3K -$30K -1,178 -58%
AF
166
Allworth Financial
California
$20.7K – – –
SC
167
Stephens Consulting
Michigan
$8K – – –
ATS
168
Ashton Thomas Securities
New York
$4.41K +$4.4K +173 New
BlackRock
169
BlackRock
New York
$3.82K – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$2.62K – – –
CT
171
Caldwell Trust
Florida
$1.12K – – –
EWM
172
Evolution Wealth Management
Florida
$968 +$967 +38 New
Citadel Advisors
173
Citadel Advisors
Florida
– -$669K -26,392 Closed
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
– -$495K -19,539 Closed
WI
175
WrapManager Inc
California
– -$355K -14,004 Closed