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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
$2.3M -$379K -14,904 -14%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$20.2K +794 +0.9%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$1.97M -$86.4K -3,397 -4%
Ameriprise
29
Ameriprise
Minnesota
$1.92M -$1.6M -62,748 -45%
QFA
30
Quantum Financial Advisors
California
$1.74M +$1.75M +68,893 New
KA
31
Klingman & Associates
New York
$1.51M -$150K -5,895 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.48M +$27.3K +1,072 +2%
RJA
33
Raymond James & Associates
Florida
$1.25M -$118K -4,625 -9%
SPA
34
Sentinel Pension Advisors
Massachusetts
$1.23M +$4.63K +182 +0.4%
LPT
35
Legacy Private Trust
Wisconsin
$1.23M
CIAS
36
CFS Investment Advisory Services
New Jersey
$1.18M +$30.8K +1,212 +3%
SWMG
37
Signature Wealth Management Group
Georgia
$1.17M +$227K +8,935 +24%
WIC
38
Woodmont Investment Counsel
Tennessee
$1.07M +$185K +7,279 +21%
HCM
39
Howland Capital Management
Massachusetts
$1.03M +$312K +12,290 +43%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.02M +$44.3K +1,743 +5%
SSB
41
Sandy Spring Bank
Maryland
$996K +$109K +4,295 +12%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$989K +$18.6K +731 +2%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$927K
EPW
44
Evergreen Private Wealth
Colorado
$922K +$170K +6,669 +22%
BSAM
45
Blue Square Asset Management
New York
$897K +$11.4K +448 +1%
GSIAS
46
Garden State Investment Advisory Services
New Jersey
$884K -$25 -1 -0%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$865K +$254K +10,003 +41%
GT
48
Glenview Trust
Kentucky
$822K +$355K +13,954 +75%
FTUS
49
Flow Traders U.S.
New York
$804K +$809K +31,811 New
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$798K +$686 +27 +0.1%