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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
26
Integrated Wealth Concepts
Massachusetts
$2.82M +$1.21M +47,836 +75%
Ameriprise
27
Ameriprise
Minnesota
$2.76M +$65K +2,575 +2%
CWP
28
Cyndeo Wealth Partners
Florida
$2.73M +$490K +19,397 +22%
Stifel Financial
29
Stifel Financial
Missouri
$2.71M +$240K +9,509 +10%
UCFA
30
United Capital Financial Advisors
Texas
$2.71M +$429K +16,997 +19%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.38M +$260K +10,290 +12%
EFP
32
Envision Financial Planning
Tennessee
$2.27M -$109K -4,305 -5%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.24M +$198K +7,835 +10%
QFA
34
Quantum Financial Advisors
California
$2.1M +$129K +5,107 +7%
LPT
35
Legacy Private Trust
Wisconsin
$2.08M +$609K +24,126 +42%
CCM
36
Coldstream Capital Management
Washington
$2.07M +$207K +8,180 +11%
WIC
37
Woodmont Investment Counsel
Tennessee
$2.07M +$101K +4,000 +5%
SSB
38
Sandy Spring Bank
Maryland
$1.56M +$205K +8,131 +15%
Jane Street
39
Jane Street
New York
$1.55M +$1.55M +61,358 New
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$1.54M +$48.6K +1,922 +3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.53M +$771K +30,536 +101%
VA
42
Valmark Advisers
Ohio
$1.35M -$12.3K -485 -0.9%
CIA
43
Capital Investment Advisors
Georgia
$1.31M +$66.2K +2,621 +5%
SPA
44
Sentinel Pension Advisors
Massachusetts
$1.29M +$5.33K +211 +0.4%
NDSI
45
Newman Dignan & Sheerar Inc
Rhode Island
$1.22M +$225K +8,890 +23%
ST
46
Spinnaker Trust
Maine
$1.2M +$110K +4,360 +10%
SWMG
47
Signature Wealth Management Group
Georgia
$1.18M -$16.9K -668 -1%
RAG
48
RIA Advisory Group
Iowa
$1.15M +$1.15M +45,464 New
GHA
49
Granite Harbor Advisors
Texas
$1.15M +$65.8K +2,604 +6%
EPW
50
Evergreen Private Wealth
Colorado
$1.09M +$61.7K +2,443 +6%