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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RHP
51
Royal Harbor Partners
Texas
$788K -$33.5K -1,319 -4%
SCA
52
Snowden Capital Advisors
New York
$783K +$788K +31,000 New
CIA
53
Capital Investment Advisors
Georgia
$777K +$32.9K +1,293 +4%
IA
54
IFP Advisors
Florida
$718K +$49.1K +1,932 +7%
LNC
55
Lincoln National Corp
Pennsylvania
$713K +$717K +28,202 New
APP
56
Avantax Planning Partners
Iowa
$680K +$684K +26,899 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$670K +$438K +17,247 +186%
PSIWM
58
Paradigm Strategies in Wealth Management
Minnesota
$644K -$18.4K -723 -3%
CA
59
Cetera Advisors
Colorado
$619K +$623K +24,500 New
CCM
60
Coldstream Capital Management
Washington
$601K +$605K +23,786 New
SCA
61
Stonebridge Capital Advisors
Minnesota
$573K -$135K -5,300 -19%
FFA
62
Farther Finance Advisors
California
$569K +$574K +22,590 New
KAS
63
Kestra Advisory Services
Texas
$566K +$207K +8,139 +57%
Stifel Financial
64
Stifel Financial
Missouri
$556K +$29.8K +1,173 +6%
GWMR
65
GC Wealth Management RIA
Massachusetts
$553K +$556K +21,887 New
FA
66
FF Advisors
California
$546K +$270K +10,621 +97%
AIP
67
Ameritas Investment Partners
Nebraska
$516K +$102 +4 +0%
C1AG
68
Client 1st Advisory Group
Florida
$503K
EWS
69
Evergreen Wealth Solutions
Pennsylvania
$453K +$11K +431 +2%
VA
70
Valmark Advisers
Ohio
$449K -$58.1K -2,287 -11%
BPA
71
Beacon Pointe Advisors
California
$442K +$244K +9,606 +122%
PFM
72
Phillips Financial Management
Indiana
$437K -$170K -6,668 -28%
ST
73
Spinnaker Trust
Maine
$436K +$439K +17,255 New
SWP
74
Stratos Wealth Partners
Ohio
$408K +$381 +15 +0.1%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$406K -$461K -18,129 -53%