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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
$2.15M -$134K -5,345 -6%
CA
27
Crumly & Associates
Illinois
$1.96M -$4.05M -161,700 -67%
SVWAG
28
Sound View Wealth Advisors Group
Georgia
$1.93M -$16.5K -659 -0.8%
HCM
29
Howland Capital Management
Massachusetts
$1.77M +$750K +29,960 +74%
QFA
30
Quantum Financial Advisors
California
$1.74M +$19.4K +773 +1%
Jane Street
31
Jane Street
New York
$1.52M -$1.42M -56,603 -48%
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$1.38M +$400K +15,979 +41%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.36M +$300K +11,971 +28%
RJA
34
Raymond James & Associates
Florida
$1.35M +$112K +4,468 +9%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.26M -$204K -8,164 -14%
SPA
36
Sentinel Pension Advisors
Massachusetts
$1.23M +$7.16K +286 +0.6%
LPT
37
Legacy Private Trust
Wisconsin
$1.22M
SWMG
38
Signature Wealth Management Group
Georgia
$1.19M +$18.2K +729 +2%
SSB
39
Sandy Spring Bank
Maryland
$1.06M +$75.6K +3,021 +8%
CCM
40
Coldstream Capital Management
Washington
$1.05M +$450K +17,985 +76%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.04M +$30.3K +1,210 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$1.04M +$727K +29,029 +235%
EPW
43
Evergreen Private Wealth
Colorado
$934K +$21.4K +853 +2%
NDSI
44
Newman Dignan & Sheerar Inc
Rhode Island
$918K
CIA
45
Capital Investment Advisors
Georgia
$912K +$143K +5,707 +19%
GT
46
Glenview Trust
Kentucky
$911K +$97.3K +3,885 +12%
Stifel Financial
47
Stifel Financial
Missouri
$898K +$347K +13,880 +63%
SWP
48
Stratos Wealth Partners
Ohio
$855K +$451K +18,024 +112%
BSAM
49
Blue Square Asset Management
New York
$844K -$43.7K -1,745 -5%
CIAS
50
CFS Investment Advisory Services
New Jersey
$836K -$329K -13,123 -28%