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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
HIA
160
Harbor Investment Advisory
Maryland
$28.4K
Fidelity Investments
161
Fidelity Investments
Massachusetts
$27.2K +$10.7K +419 +65%
RWM
162
Rialto Wealth Management
New York
$24.5K
AA
163
Addison Advisors
Vermont
$23.2K
ADL
164
Asset Dedication LLC
California
$21.3K -$30K -1,178 -58%
AF
165
Allworth Financial
California
$20.7K
SC
166
Stephens Consulting
Michigan
$8K
ATS
167
Ashton Thomas Securities
New York
$4.41K +$4.4K +173 New
BlackRock
168
BlackRock
New York
$3.82K
JWA
169
JFS Wealth Advisors
Pennsylvania
$2.62K
CT
170
Caldwell Trust
Florida
$1.12K
EWM
171
Evolution Wealth Management
Florida
$968 +$967 +38 New
Citadel Advisors
172
Citadel Advisors
Florida
-$669K -26,392 Closed
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
-$495K -19,539 Closed
WI
174
WrapManager Inc
California
-$355K -14,004 Closed
PPWM
175
PFG Private Wealth Management
Florida
-$295K -11,643 Closed