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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$2.56M +$29K +1,144 +1%
Stifel Financial
27
Stifel Financial
Missouri
$2.43M +$1.49M +58,802 +164%
UCFA
28
United Capital Financial Advisors
Texas
$2.15M -$46.3K -1,825 -2%
SVWAG
29
Sound View Wealth Advisors Group
Georgia
$2.08M +$98.2K +3,873 +5%
WIC
30
Woodmont Investment Counsel
Tennessee
$1.89M +$485K +19,116 +35%
QFA
31
Quantum Financial Advisors
California
$1.89M +$99K +3,906 +6%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.76M +$1.74M +68,495 New
RJA
33
Raymond James & Associates
Florida
$1.55M +$163K +6,412 +12%
Osaic Holdings
34
Osaic Holdings
Arizona
$1.52M +$456K +17,991 +43%
CA
35
Crumly & Associates
Illinois
$1.46M -$544K -21,440 -27%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$1.41M
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$1.28M -$4.69K -185 -0.4%
SPA
38
Sentinel Pension Advisors
Massachusetts
$1.26M +$7.25K +286 +0.6%
LPT
39
Legacy Private Trust
Wisconsin
$1.25M
SSB
40
Sandy Spring Bank
Maryland
$1.18M +$89.7K +3,536 +8%
SWMG
41
Signature Wealth Management Group
Georgia
$1.17M -$43.3K -1,706 -4%
CCM
42
Coldstream Capital Management
Washington
$1.12M +$49.6K +1,955 +5%
NDSI
43
Newman Dignan & Sheerar Inc
Rhode Island
$997K +$68.2K +2,690 +7%
CIA
44
Capital Investment Advisors
Georgia
$996K +$60.8K +2,397 +7%
IWC
45
Integrated Wealth Concepts
Massachusetts
$966K +$283K +11,145 +42%
WWM
46
WJ Wealth Management
Arizona
$950K +$940K +37,061 New
EPW
47
Evergreen Private Wealth
Colorado
$939K -$17.4K -687 -2%
GT
48
Glenview Trust
Kentucky
$933K
CIM
49
Confluence Investment Management
Missouri
$862K +$573K +22,581 +204%
BSAM
50
Blue Square Asset Management
New York
$835K -$29.1K -1,149 -3%