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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
WealthBridge Capital Management
Ohio
$265K +$37.9K +1,492 +17%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$256K +$49.8K +1,959 +24%
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$254K +$9.91K +390 +4%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$230K +$229K +9,000 New
CG
55
Colony Group
Massachusetts
$222K +$220K +8,675 New
MA
56
MONECO Advisors
Connecticut
$201K +$199K +7,833 New
BONH
57
Bank of New Hampshire
New Hampshire
$169K -$10.2K -400 -6%
HI
58
Harbour Investments
Wisconsin
$74.6K +$152 +6 +0.2%
ADL
59
Asset Dedication LLC
California
$52K – – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$42K -$282K -11,088 -87%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$42K +$41.8K +1,647 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$28.2K – – –
VCM
63
Vigilant Capital Management
Maine
$17K – – –
SC
64
Stephens Consulting
Michigan
$8.01K – – –
BlackRock
65
BlackRock
New York
$1.49K – – –
AAS
66
Ameritas Advisory Services
Nebraska
$1.48K +$1.47K +58 New
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