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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
ArborFi Advisors
Michigan
$203K +$203K +7,994 New
CB
152
CNB Bank
Pennsylvania
$193K – – –
HFS
153
Hughes Financial Services
Virginia
$192K – – –
VNA
154
Valley National Advisers
Pennsylvania
$178K +$1.47K +58 +0.8%
AIP
155
Ameritas Investment Partners
Nebraska
$154K -$12.6K -496 -8%
EC
156
Elequin Capital
New York
$153K +$153K +6,044 New
CT
157
Coastline Trust
Rhode Island
$120K – – –
SWM
158
Spire Wealth Management
Virginia
$112K -$2.24M -88,231 -95%
Jones Financial Companies
159
Jones Financial Companies
Missouri
$69.3K +$12K +471 +21%
GEA
160
Glen Eagle Advisors
New Jersey
$69.2K – – –
GRP
161
Global Retirement Partners
California
$68.3K – – –
ACA
162
American Capital Advisory
Idaho
$56.6K – – –
KAS
163
Kestra Advisory Services
Texas
$53.4K +$53.4K +2,104 New
BWM
164
Bullock Wealth Management
Indiana
$50.6K +$431 +17 +0.9%
IAIM
165
International Assets Investment Management
Florida
$50.5K +$50.5K +1,988 New
HIA
166
Harbor Investment Advisory
Maryland
$28.3K – – –
RWM
167
Rialto Wealth Management
New York
$24.4K – – –
AA
168
Addison Advisors
Vermont
$23.1K – – –
ADL
169
Asset Dedication LLC
California
$21.3K – – –
AF
170
Allworth Financial
California
$20.6K – – –
MB
171
MidFirst Bank
Oklahoma
$20.3K +$20.3K +800 New
PMFA
172
Plante Moran Financial Advisors
Michigan
$16.5K +$16.4K +648 New
Fidelity Investments
173
Fidelity Investments
Massachusetts
$14.5K -$12.6K -495 -46%
NL
174
NorthAvenue LLC
Ohio
$9.55K +$9.54K +376 New
SC
175
Stephens Consulting
Michigan
$7.97K – – –