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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.63M +$4.66M +181,487 New
UCFA
27
United Capital Financial Advisors
Texas
$4.34M +$961K +37,454 +28%
CWP
28
Cyndeo Wealth Partners
Florida
$4.16M +$1.06M +41,496 +34%
CTC
29
Central Trust Company
Missouri
$4.12M -$147K -5,715 -3%
SVWAG
30
Sound View Wealth Advisors Group
Georgia
$4.11M +$383K +14,946 +10%
QFA
31
Quantum Financial Advisors
California
$4.09M +$833K +32,453 +25%
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.87M +$485K +18,900 +14%
BPA
33
Beacon Pointe Advisors
California
$3.62M +$404K +15,753 +13%
MGIA
34
Matthew Goff Investment Advisor
Texas
$3.41M +$3.45M +134,643 New
LIM
35
Leavell Investment Management
Alabama
$3.28M +$119K +4,625 +4%
Raymond James Financial
36
Raymond James Financial
Florida
$3.24M +$8.6K +335 +0.3%
CCM
37
Coldstream Capital Management
Washington
$3.14M +$199K +7,773 +7%
CPWM
38
Cypress Point Wealth Management
Texas
$3.05M
FTUS
39
Flow Traders U.S.
New York
$2.67M +$2.45M +95,626 +1,060%
SCG
40
Sonata Capital Group
Washington
$2.64M +$105K +4,100 +4%
BEI
41
Benjamin Edwards Inc
Missouri
$2.61M +$122K +4,753 +5%
AM
42
Atwater Malick
Pennsylvania
$2.55M +$120K +4,677 +5%
CIM
43
Confluence Investment Management
Missouri
$2.53M +$148K +5,755 +6%
Ameriprise
44
Ameriprise
Minnesota
$2.53M +$83.2K +3,244 +3%
PWM
45
Parkway Wealth Management
Texas
$2.49M +$152K +5,915 +6%
AssetMark Inc
46
AssetMark Inc
California
$2.41M +$792K +30,852 +49%
JP Morgan Chase
47
JP Morgan Chase
New York
$2.34M +$2.36M +91,872 New
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$2.26M +$1.32M +51,277 +138%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.15M -$525K -20,471 -20%
PA
50
PSI Advisors
Florida
$2.02M -$770K -30,000 -27%