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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
176
Community Financial Services Group
Vermont
$54.9K +$55K +2,167 New
BWM
177
Bullock Wealth Management
Indiana
$51.1K +$51.2K +2,016 New
IAIM
178
International Assets Investment Management
Florida
$50.4K
HPC
179
HM Payson & Co
Maine
$49.9K
GRP
180
Global Retirement Partners
California
$29.5K +$29.4K +1,159 New
HIA
181
Harbor Investment Advisory
Maryland
$28.3K
RWM
182
Rialto Wealth Management
New York
$24.5K
SWM
183
Spire Wealth Management
Virginia
$23.6K -$15.2K -600 -39%
ADL
184
Asset Dedication LLC
California
$21.3K
AF
185
Allworth Financial
California
$20.6K
MB
186
MidFirst Bank
Oklahoma
$20.3K
BlackRock
187
BlackRock
New York
$18.8K +$15K +590 +393%
NL
188
NorthAvenue LLC
Ohio
$9.56K
CT
189
Caldwell Trust
Florida
$1.12K
EWM
190
Evolution Wealth Management
Florida
$966
MGIA
191
Matthew Goff Investment Advisor
Texas
-$7.53M -310,824 Closed
WCP
192
Wick Capital Partners
Pennsylvania
-$3.17M -124,430 Closed
WC
193
Wolfstich Capital
Massachusetts
-$1.67M -69,073 Closed
FTUS
194
Flow Traders U.S.
New York
-$1.23M -48,224 Closed
PCH
195
PGIM Custom Harvest
New Jersey
-$395K -15,545 Closed
PAG
196
Private Advisor Group
New Jersey
-$336K -13,221 Closed
PCIA
197
Prime Capital Investment Advisors
Kansas
-$262K -10,284 Closed
C1AG
198
Client 1st Advisory Group
Florida
-$253K -9,960 Closed
QCM
199
Quantinno Capital Management
New York
-$234K -9,210 Closed
PSIWM
200
Paradigm Strategies in Wealth Management
Minnesota
-$224K -8,814 Closed