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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
51
Newman Dignan & Sheerar Inc
Rhode Island
$256K +$49.8K +1,959 +24%
PSIWM
52
Paradigm Strategies in Wealth Management
Minnesota
$254K +$9.91K +390 +4%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$230K +$229K +9,000 New
CG
54
Colony Group
Massachusetts
$222K +$220K +8,675 New
MA
55
MONECO Advisors
Connecticut
$201K +$199K +7,833 New
BONH
56
Bank of New Hampshire
New Hampshire
$169K -$10.2K -400 -6%
HI
57
Harbour Investments
Wisconsin
$74.6K +$152 +6 +0.2%
ADL
58
Asset Dedication LLC
California
$52K
BFEC
59
Benjamin F. Edwards & Company
Missouri
$42K -$282K -11,088 -87%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$42K +$41.8K +1,647 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$28.2K
VCM
62
Vigilant Capital Management
Maine
$17K
SC
63
Stephens Consulting
Michigan
$8.01K
BlackRock
64
BlackRock
New York
$1.49K
AAS
65
Ameritas Advisory Services
Nebraska
$1.48K +$1.47K +58 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$983 +$576K +22,684 +144%
SVWAG
67
Sound View Wealth Advisors Group
Georgia
-$2.08M -81,164 Closed
Stifel Financial
68
Stifel Financial
Missouri
-$1.51M -60,292 Closed
BPA
69
Beacon Pointe Advisors
California
-$232K -9,246 Closed
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
-$93K -3,738 Closed