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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
51
Glenview Trust
Kentucky
$917K
SWP
52
Stratos Wealth Partners
Ohio
$862K +$153K +6,028 +21%
Osaic Holdings
53
Osaic Holdings
Arizona
$842K -$658K -25,941 -44%
CIM
54
Confluence Investment Management
Missouri
$837K -$9.66K -381 -1%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$799K +$1.42K +56 +0.2%
BSAM
56
Blue Square Asset Management
New York
$781K -$39.5K -1,560 -5%
SCA
57
Snowden Capital Advisors
New York
$781K
GWMR
58
GC Wealth Management RIA
Massachusetts
$774K +$24.5K +966 +3%
BEI
59
Benjamin Edwards Inc
Missouri
$765K +$105K +4,131 +16%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$759K +$149K +5,872 +24%
CBT
61
Crews Bank & Trust
Florida
$753K +$758K +29,897 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$742K +$361K +14,226 +93%
IA
63
IFP Advisors
Florida
$737K +$54.6K +2,155 +8%
CIAS
64
CFS Investment Advisory Services
New Jersey
$729K -$59.9K -2,363 -8%
PSIWM
65
Paradigm Strategies in Wealth Management
Minnesota
$699K +$13.5K +531 +2%
LIM
66
Leavell Investment Management
Alabama
$657K +$138K +5,455 +26%
PFM
67
Phillips Financial Management
Indiana
$586K
KAS
68
Kestra Advisory Services
Texas
$580K +$184K +7,272 +46%
KA
69
Klingman & Associates
New York
$561K -$50.5K -1,993 -8%
PWM
70
Partners Wealth Management
California
$542K +$545K +21,509 New
RFC
71
Regions Financial Corp
Alabama
$522K +$222K +8,746 +73%
C1AG
72
Client 1st Advisory Group
Florida
$502K
BPA
73
Beacon Pointe Advisors
California
$462K +$26.8K +1,056 +6%
AIP
74
Ameritas Investment Partners
Nebraska
$461K -$4.87K -192 -1%
PPP
75
Private Portfolio Partners
New Jersey
$458K +$101K +4,000 +28%