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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$3.88M +$6.52K +255 +0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.41M -$18.1M -708,017 -84%
QFA
28
Quantum Financial Advisors
California
$3.32M +$1.09M +42,442 +49%
BPA
29
Beacon Pointe Advisors
California
$3.19M +$2.58M +100,971 +430%
IWC
30
Integrated Wealth Concepts
Massachusetts
$3.09M +$141K +5,527 +5%
CPWM
31
Cypress Point Wealth Management
Texas
$3.06M
UCFA
32
United Capital Financial Advisors
Texas
$3.06M +$306K +11,977 +11%
SVWAG
33
Sound View Wealth Advisors Group
Georgia
$2.64M -$243K -9,495 -8%
LIM
34
Leavell Investment Management
Alabama
$2.56M +$1.26M +49,410 +98%
CWP
35
Cyndeo Wealth Partners
Florida
$2.48M -$13.3K -520 -0.5%
CCM
36
Coldstream Capital Management
Washington
$2.46M +$310K +12,121 +14%
Ameriprise
37
Ameriprise
Minnesota
$2.45M -$452K -17,663 -16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.38M +$5.7K +223 +0.2%
CIM
39
Confluence Investment Management
Missouri
$2.33M -$205K -7,999 -8%
BEI
40
Benjamin Edwards Inc
Missouri
$2.29M +$195K +7,622 +9%
WIC
41
Woodmont Investment Counsel
Tennessee
$2.19M -$274K -10,698 -11%
LPT
42
Legacy Private Trust
Wisconsin
$2.11M
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.76M +$153K +5,995 +10%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$1.61M
AUB
45
Atlantic Union Bankshares
Virginia
$1.6M -$15.3K -600 -0.9%
VA
46
Valmark Advisers
Ohio
$1.6M +$72.9K +2,850 +5%
ST
47
Spinnaker Trust
Maine
$1.53M +$143K +5,594 +10%
CIA
48
Capital Investment Advisors
Georgia
$1.52M +$22.4K +876 +1%
GHA
49
Granite Harbor Advisors
Texas
$1.4M +$346K +13,540 +33%
RAG
50
RIA Advisory Group
Iowa
$1.39M +$114K +4,459 +9%