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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$4.8M +$451K +17,678 +10%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.71M -$71.8K -2,813 -2%
CWP
28
Cyndeo Wealth Partners
Florida
$4.59M +$421K +16,500 +10%
Stifel Financial
29
Stifel Financial
Missouri
$4.5M -$1.24M -48,549 -22%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$4.22M +$101K +3,942 +2%
CTC
31
Central Trust Company
Missouri
$3.94M -$192K -7,508 -5%
BPA
32
Beacon Pointe Advisors
California
$3.64M +$11.4K +445 +0.3%
LIM
33
Leavell Investment Management
Alabama
$3.39M +$102K +4,000 +3%
Raymond James Financial
34
Raymond James Financial
Florida
$3.25M +$11.2K +439 +0.3%
Ameriprise
35
Ameriprise
Minnesota
$3.24M +$710K +27,829 +28%
CCM
36
Coldstream Capital Management
Washington
$3.17M +$24.6K +962 +0.8%
QFA
37
Quantum Financial Advisors
California
$3.15M -$949K -37,180 -23%
CPWM
38
Cypress Point Wealth Management
Texas
$3.06M
AssetMark Inc
39
AssetMark Inc
California
$3.03M +$611K +23,943 +25%
SCG
40
Sonata Capital Group
Washington
$2.67M +$25.1K +982 +0.9%
AM
41
Atwater Malick
Pennsylvania
$2.6M +$45.2K +1,770 +2%
PWM
42
Parkway Wealth Management
Texas
$2.57M +$67.2K +2,632 +3%
TAM
43
Titleist Asset Management
Texas
$2.54M +$2.53M +99,285 New
VA
44
Valmark Advisers
Ohio
$2.25M +$245K +9,588 +12%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$2.24M +$83.7K +3,281 +4%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$2.24M -$23.9K -937 -1%
SF
47
Summit Financial
New Jersey
$2.22M +$1.25M +49,051 +130%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.11M +$2.11M +82,605 New
ST
49
Spinnaker Trust
Maine
$2.07M +$150K +5,869 +8%
SA
50
Sanctuary Advisors
Indiana
$2.01M +$9.29K +364 +0.5%