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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
REMPR
51
Roof Eidam Maycock Peralta (REMP)
California
$791K +$1.03K +41 +0.1%
SCA
52
Snowden Capital Advisors
New York
$776K
PSIWM
53
Paradigm Strategies in Wealth Management
Minnesota
$773K +$135K +5,407 +21%
IA
54
IFP Advisors
Florida
$716K +$5.11K +204 +0.7%
KA
55
Klingman & Associates
New York
$708K -$785K -31,362 -53%
KAS
56
Kestra Advisory Services
Texas
$687K +$127K +5,056 +23%
IWC
57
Integrated Wealth Concepts
Massachusetts
$664K +$951 +38 +0.1%
GWMR
58
GC Wealth Management RIA
Massachusetts
$587K +$39.6K +1,581 +7%
PFM
59
Phillips Financial Management
Indiana
$582K +$149K +5,971 +34%
EWS
60
Evergreen Wealth Solutions
Pennsylvania
$524K +$75.4K +3,013 +17%
AIP
61
Ameritas Investment Partners
Nebraska
$511K +$150 +6 +0%
C1AG
62
Client 1st Advisory Group
Florida
$498K
VA
63
Valmark Advisers
Ohio
$495K +$50.7K +2,024 +11%
GSIAS
64
Garden State Investment Advisory Services
New Jersey
$486K -$390K -15,567 -44%
TA
65
TPG Advisors
Illinois
$462K +$462K +18,462 New
ST
66
Spinnaker Trust
Maine
$455K +$23.7K +945 +5%
ACS
67
Archford Capital Strategies
Illinois
$441K +$47K +1,879 +12%
BPA
68
Beacon Pointe Advisors
California
$432K -$5.81K -232 -1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$429K +$26.8K +1,072 +7%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$401K +$32K +1,279 +9%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$395K +$72K +2,877 +22%
Goldman Sachs
72
Goldman Sachs
New York
$392K -$3.81K -152 -1%
WI
73
WrapManager Inc
California
$388K -$3.2K -128 -0.8%
APP
74
Avantax Planning Partners
Iowa
$372K -$301K -12,042 -45%
PPP
75
Private Portfolio Partners
New Jersey
$355K