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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
$2.69M +$172K +6,791 +7%
Stifel Financial
27
Stifel Financial
Missouri
$2.46M +$79.3K +3,126 +3%
EFP
28
Envision Financial Planning
Tennessee
$2.37M -$1.03M -40,710 -30%
UCFA
29
United Capital Financial Advisors
Texas
$2.27M +$156K +6,167 +7%
CWP
30
Cyndeo Wealth Partners
Florida
$2.23M +$2.24M +88,370 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.11M +$851K +33,574 +67%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$2.04M -$1.57K -62 -0.1%
WIC
33
Woodmont Investment Counsel
Tennessee
$1.96M +$109K +4,293 +6%
QFA
34
Quantum Financial Advisors
California
$1.96M +$109K +4,281 +6%
CCM
35
Coldstream Capital Management
Washington
$1.86M +$763K +30,079 +69%
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.6M +$657K +25,915 +69%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$1.48M +$97.3K +3,836 +7%
LPT
38
Legacy Private Trust
Wisconsin
$1.46M +$237K +9,360 +19%
CA
39
Crumly & Associates
Illinois
$1.38M -$60.6K -2,390 -4%
VA
40
Valmark Advisers
Ohio
$1.36M +$925K +36,492 +208%
SSB
41
Sandy Spring Bank
Maryland
$1.35M +$196K +7,726 +17%
SPA
42
Sentinel Pension Advisors
Massachusetts
$1.28M +$35.2K +1,388 +3%
Lido Advisors
43
Lido Advisors
California
$1.25M +$580K +22,884 +86%
CIA
44
Capital Investment Advisors
Georgia
$1.24M +$260K +10,268 +26%
NA
45
Nestegg Advisors
New York
$1.19M +$1.2M +47,218 New
SWMG
46
Signature Wealth Management Group
Georgia
$1.19M +$40.6K +1,602 +4%
ST
47
Spinnaker Trust
Maine
$1.09M +$611K +24,095 +126%
GHA
48
Granite Harbor Advisors
Texas
$1.08M +$748K +29,515 +224%
EPW
49
Evergreen Private Wealth
Colorado
$1.03M +$105K +4,157 +11%
NDSI
50
Newman Dignan & Sheerar Inc
Rhode Island
$991K