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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
151
Cora Capital Advisors
New Jersey
$242K
AWE
152
Avidian Wealth Enterprises
Texas
$241K -$90.1K -3,538 -27%
LPT
153
Legacy Private Trust
Wisconsin
$239K
CPIA
154
Cornell Pochily Investment Advisors
New York
$235K +$10.3K +405 +5%
QCM
155
Quantinno Capital Management
New York
$234K +$234K +9,210 New
TA
156
TPG Advisors
Illinois
$232K
RPC
157
Rossmore Private Capital
Connecticut
$231K -$17.1K -670 -7%
PSIWM
158
Paradigm Strategies in Wealth Management
Minnesota
$224K
CIC
159
Carnegie Investment Counsel
Ohio
$224K +$224K +8,800 New
SB
160
Strategic Blueprint
Georgia
$220K
HW
161
HORAN Wealth
Ohio
$217K
PGAM
162
Princeton Global Asset Management
New Jersey
$215K
AA
163
ArborFi Advisors
Michigan
$212K +$8.3K +326 +4%
S
164
SignatureFD
Georgia
$207K
CB
165
CNB Bank
Pennsylvania
$193K
HFS
166
Hughes Financial Services
Virginia
$192K
AIP
167
Ameritas Investment Partners
Nebraska
$159K +$4.79K +188 +3%
Jones Financial Companies
168
Jones Financial Companies
Missouri
$133K +$63.6K +2,499 +92%
CT
169
Coastline Trust
Rhode Island
$120K
GEA
170
Glen Eagle Advisors
New Jersey
$69.3K
ACA
171
American Capital Advisory
Idaho
$56.8K
IAIM
172
International Assets Investment Management
Florida
$50.5K
HPC
173
HM Payson & Co
Maine
$49.9K +$50K +1,963 New
SWM
174
Spire Wealth Management
Virginia
$38.8K -$73K -2,867 -65%
HIA
175
Harbor Investment Advisory
Maryland
$28.4K