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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$768K -$93.7K -3,691 -11%
SSB
27
Sandy Spring Bank
Maryland
$757K +$99.2K +3,905 +15%
RJA
28
Raymond James & Associates
Florida
$647K +$44.6K +1,754 +7%
IA
29
IFP Advisors
Florida
$639K -$196K -7,723 -23%
PFM
30
Phillips Financial Management
Indiana
$588K – – –
C1AG
31
Client 1st Advisory Group
Florida
$561K – – –
AIP
32
Ameritas Investment Partners
Nebraska
$539K +$10.3K +404 +2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$522K +$128K +5,038 +33%
EWS
34
Evergreen Wealth Solutions
Pennsylvania
$502K +$498K +19,597 New
MLA
35
MB, Levis & Associates
Pennsylvania
$497K +$113K +4,434 +30%
GSIAS
36
Garden State Investment Advisory Services
New Jersey
$490K +$1.55K +61 +0.3%
MPWT
37
MassMutual Private Wealth & Trust
Connecticut
$481K +$477K +18,778 New
CPIA
38
Cornell Pochily Investment Advisors
New York
$480K +$1.17K +46 +0.2%
CIA
39
Capital Investment Advisors
Georgia
$476K +$104K +4,078 +28%
SCA
40
Stonebridge Capital Advisors
Minnesota
$436K +$33.7K +1,325 +8%
VA
41
Valmark Advisers
Ohio
$435K +$14.6K +576 +4%
CTC
42
Central Trust Company
Missouri
$404K +$236K +9,308 +144%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$394K – – –
REMPR
44
Roof Eidam Maycock Peralta (REMP)
California
$384K +$381K +15,000 New
WI
45
WrapManager Inc
California
$384K -$406 -16 -0.1%
ACS
46
Archford Capital Strategies
Illinois
$361K +$1.6K +63 +0.5%
Osaic Holdings
47
Osaic Holdings
Arizona
$316K – – –
PWS
48
Peloton Wealth Strategists
Indiana
$307K – – –
CIM
49
Confluence Investment Management
Missouri
$306K -$348K -13,703 -53%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$284K +$282K +11,097 New