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iShares iBonds Dec 2027 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
176
Harbor Investment Advisory
Maryland
$28.4K – – –
RWM
177
Rialto Wealth Management
New York
$24.5K – – –
AA
178
Addison Advisors
Vermont
$23.2K – – –
ADL
179
Asset Dedication LLC
California
$21.3K – – –
AF
180
Allworth Financial
California
$20.7K – – –
MB
181
MidFirst Bank
Oklahoma
$20.4K – – –
NL
182
NorthAvenue LLC
Ohio
$9.57K – – –
JP Morgan Chase
183
JP Morgan Chase
New York
$8.19K +$8.2K +322 New
Fidelity Investments
184
Fidelity Investments
Massachusetts
$6.28K -$8.3K -326 -57%
BlackRock
185
BlackRock
New York
$3.82K – – –
RFP
186
Root Financial Partners
California
$3.33K +$3.33K +131 New
CT
187
Caldwell Trust
Florida
$1.12K – – –
EWM
188
Evolution Wealth Management
Florida
$967 – – –
Jane Street
189
Jane Street
New York
– -$2.31M -91,054 Closed
FCH
190
Freestone Capital Holdings
Washington
– -$294K -11,590 Closed
VNA
191
Valley National Advisers
Pennsylvania
– -$178K -7,024 Closed
EC
192
Elequin Capital
New York
– -$153K -6,044 Closed
KAS
193
Kestra Advisory Services
Texas
– -$53.4K -2,104 Closed
PMFA
194
Plante Moran Financial Advisors
Michigan
– -$16.5K -648 Closed
SIS
195
Sound Income Strategies
Florida
– -$1.12K -44 Closed
AWM
196
AE Wealth Management
Kansas
– -$965 -38 Closed