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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$757K +$99.2K +3,905 +15%
RJA
27
Raymond James & Associates
Florida
$647K +$44.6K +1,754 +7%
IA
28
IFP Advisors
Florida
$639K -$196K -7,723 -23%
PFM
29
Phillips Financial Management
Indiana
$588K
C1AG
30
Client 1st Advisory Group
Florida
$561K
AIP
31
Ameritas Investment Partners
Nebraska
$539K +$10.3K +404 +2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$522K +$128K +5,038 +33%
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$502K +$498K +19,597 New
MLA
34
MB, Levis & Associates
Pennsylvania
$497K +$113K +4,434 +30%
GSIAS
35
Garden State Investment Advisory Services
New Jersey
$490K +$1.55K +61 +0.3%
MPWT
36
MassMutual Private Wealth & Trust
Connecticut
$481K +$477K +18,778 New
CPIA
37
Cornell Pochily Investment Advisors
New York
$480K +$1.17K +46 +0.2%
CIA
38
Capital Investment Advisors
Georgia
$476K +$104K +4,078 +28%
SCA
39
Stonebridge Capital Advisors
Minnesota
$436K +$33.7K +1,325 +8%
VA
40
Valmark Advisers
Ohio
$435K +$14.6K +576 +4%
CTC
41
Central Trust Company
Missouri
$404K +$236K +9,308 +144%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$394K
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$384K +$381K +15,000 New
WI
44
WrapManager Inc
California
$384K -$406 -16 -0.1%
ACS
45
Archford Capital Strategies
Illinois
$361K +$1.6K +63 +0.5%
Osaic Holdings
46
Osaic Holdings
Arizona
$316K
PWS
47
Peloton Wealth Strategists
Indiana
$307K
CIM
48
Confluence Investment Management
Missouri
$306K -$348K -13,703 -53%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$284K +$282K +11,097 New
WCM
50
WealthBridge Capital Management
Ohio
$265K +$37.9K +1,492 +17%