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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Stonebridge Capital Advisors
Minnesota
$716K +$176K +7,100 +34%
IA
52
IFP Advisors
Florida
$678K +$659K +26,498 New
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$670K +$270K +10,863 +71%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$620K +$105K +4,232 +21%
PFM
55
Phillips Financial Management
Indiana
$614K +$209K +8,419 +54%
Stifel Financial
56
Stifel Financial
Missouri
$533K +$518K +20,845 New
AIP
57
Ameritas Investment Partners
Nebraska
$523K -$11.3K -453 -2%
VA
58
Valmark Advisers
Ohio
$513K -$8.28K -333 -2%
C1AG
59
Client 1st Advisory Group
Florida
$510K -$49.5K -1,992 -9%
CPIA
60
Cornell Pochily Investment Advisors
New York
$483K
GT
61
Glenview Trust
Kentucky
$475K +$461K +18,561 New
EWS
62
Evergreen Wealth Solutions
Pennsylvania
$448K +$24.9K +1,002 +6%
SWP
63
Stratos Wealth Partners
Ohio
$413K +$61.9K +2,491 +18%
WI
64
WrapManager Inc
California
$386K +$52.5K +2,112 +16%
Lido Advisors
65
Lido Advisors
California
$371K +$34.1K +1,373 +10%
KAS
66
Kestra Advisory Services
Texas
$365K +$354K +14,252 New
PPP
67
Private Portfolio Partners
New Jersey
$363K
ACS
68
Archford Capital Strategies
Illinois
$363K -$8.92K -359 -2%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$351K -$379K -15,253 -53%
CFS
70
Commonwealth Financial Services
West Virginia
$338K +$328K +13,206 New
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$322K +$60K +2,413 +24%
Osaic Holdings
72
Osaic Holdings
Arizona
$316K
CIM
73
Confluence Investment Management
Missouri
$312K
PWS
74
Peloton Wealth Strategists
Indiana
$307K
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$301K -$300K -12,057 -51%