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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Stratos Wealth Advisors
Ohio
$1.04M +$1.04M +41,112 New
GT
52
Glenview Trust
Kentucky
$921K
SWP
53
Stratos Wealth Partners
Ohio
$866K +$556 +22 +0.1%
Corient Private Wealth
54
Corient Private Wealth
Florida
$864K -$6.74M -266,670 -89%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$837K +$92K +3,641 +12%
CIM
56
Confluence Investment Management
Missouri
$833K -$8.03K -318 -1%
BEI
57
Benjamin Edwards Inc
Missouri
$826K +$57.6K +2,279 +8%
GWMR
58
GC Wealth Management RIA
Massachusetts
$806K +$28.7K +1,136 +4%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$803K +$758 +30 +0.1%
Osaic Holdings
60
Osaic Holdings
Arizona
$797K -$48K -1,899 -6%
CBT
61
Crews Bank & Trust
Florida
$796K +$40K +1,585 +5%
SCA
62
Snowden Capital Advisors
New York
$784K
BSAM
63
Blue Square Asset Management
New York
$761K -$23.9K -947 -3%
PSIWM
64
Paradigm Strategies in Wealth Management
Minnesota
$693K -$8.71K -345 -1%
IA
65
IFP Advisors
Florida
$676K -$64.4K -2,549 -9%
CA
66
Crumly & Associates
Illinois
$664K -$718K -28,415 -52%
LIM
67
Leavell Investment Management
Alabama
$660K
CIAS
68
CFS Investment Advisory Services
New Jersey
$617K -$115K -4,549 -16%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$607K +$187K +7,389 +45%
BPA
70
Beacon Pointe Advisors
California
$592K +$127K +5,030 +27%
PFM
71
Phillips Financial Management
Indiana
$589K
Citadel Advisors
72
Citadel Advisors
Florida
$562K +$561K +22,219 New
RFC
73
Regions Financial Corp
Alabama
$552K +$27.8K +1,099 +5%
NA
74
Nestegg Advisors
New York
$551K -$642K -25,417 -54%
BCI
75
Brinker Capital Investments
Pennsylvania
$534K +$533K +21,107 New