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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
51
Blue Square Asset Management
New York
$1.91M +$21K +824 +1%
EIP
52
Ellis Investment Partners
Pennsylvania
$1.85M +$510 +20 +0%
GHA
53
Granite Harbor Advisors
Texas
$1.84M +$216K +8,480 +13%
BEI
54
Benjamin Edwards Inc
Missouri
$1.83M -$793K -31,055 -30%
RAG
55
RIA Advisory Group
Iowa
$1.8M +$360K +14,104 +25%
AUB
56
Atlantic Union Bankshares
Virginia
$1.75M -$119K -4,663 -6%
CIM
57
Confluence Investment Management
Missouri
$1.65M -$880K -34,499 -35%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$1.61M -$306K -11,980 -16%
BCM
59
Brookstone Capital Management
Illinois
$1.48M +$503K +19,705 +52%
TPWA
60
TRUE Private Wealth Advisors
Oregon
$1.43M +$630K +24,698 +79%
WIC
61
Woodmont Investment Counsel
Tennessee
$1.43M -$326K -12,787 -19%
KCA
62
Kastel Capital Advisors
Massachusetts
$1.39M +$1.81K +71 +0.1%
CIA
63
Capital Investment Advisors
Georgia
$1.34M -$9.7K -380 -0.7%
SPA
64
Sentinel Pension Advisors
Massachusetts
$1.34M +$10.9K +429 +0.8%
EPW
65
Evergreen Private Wealth
Colorado
$1.32M +$4.98K +195 +0.4%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.28M +$685K +26,857 +116%
GWCM
67
Godshalk Welsh Capital Management
Pennsylvania
$1.27M +$63.8K +2,500 +5%
LF
68
Lantz Financial
Illinois
$1.26M +$54.7K +2,143 +5%
PFM
69
Phillips Financial Management
Indiana
$1.26M
EFP
70
Envision Financial Planning
Tennessee
$1.23M +$85.2K +3,338 +7%
GWMR
71
GC Wealth Management RIA
Massachusetts
$1.19M +$23.1K +904 +2%
Mariner
72
Mariner
Kansas
$1.19M +$32.6K +1,278 +3%
RPC
73
Rossmore Private Capital
Connecticut
$1.18M +$50.1K +1,963 +4%
SCM
74
SummitPoint Capital Management
Colorado
$1.17M
QCM
75
Quantinno Capital Management
New York
$1.1M -$2.22K -87 -0.2%