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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
51
Private Portfolio Partners
New Jersey
$347K +$354K +14,200 New
SWP
52
Stratos Wealth Partners
Ohio
$333K +$341K +13,651 New
Lido Advisors
53
Lido Advisors
California
$320K +$328K +13,128 New
FTUS
54
Flow Traders U.S.
New York
$320K +$327K +13,117 New
WI
55
WrapManager Inc
California
$316K -$4.67K -187 -1%
Osaic Holdings
56
Osaic Holdings
Arizona
$301K
CIM
57
Confluence Investment Management
Missouri
$298K
PWS
58
Peloton Wealth Strategists
Indiana
$293K
Baird Financial Group
59
Baird Financial Group
Wisconsin
$260K +$16.6K +664 +7%
WCM
60
WealthBridge Capital Management
Ohio
$253K -$10.6K -425 -4%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$248K +$254K +10,169 New
SVWAG
62
Sound View Wealth Advisors Group
Georgia
$245K +$17.6K +706 +8%
NDSI
63
Newman Dignan & Sheerar Inc
Rhode Island
$244K
CAN
64
Cetera Advisor Networks
California
$236K -$29.2K -1,170 -11%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$230K +$235K +9,438 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$224K -$311K -12,467 -58%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$220K +$225K +9,000 New
BONH
68
Bank of New Hampshire
New Hampshire
$162K
BFEC
69
Benjamin F. Edwards & Company
Missouri
$157K +$70.2K +2,815 +78%
PA
70
Parallel Advisors
California
$134K
Comerica Bank
71
Comerica Bank
Texas
$122K +$125K +5,017 New
BBHC
72
Brown Brothers Harriman & Co
New York
$105K +$107K +4,294 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$73K +$25.1K +1,008 +51%
HI
74
Harbour Investments
Wisconsin
$71.6K +$225 +9 +0.3%
ADL
75
Asset Dedication LLC
California
$48K