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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAG
51
RIA Advisory Group
Iowa
$1.26M +$103K +4,105 +9%
NDSI
52
Newman Dignan & Sheerar Inc
Rhode Island
$1.23M
PFM
53
Phillips Financial Management
Indiana
$1.22M +$623K +24,740 +106%
SWMG
54
Signature Wealth Management Group
Georgia
$1.21M +$23K +914 +2%
EPW
55
Evergreen Private Wealth
Colorado
$1.11M +$14.4K +573 +1%
GHA
56
Granite Harbor Advisors
Texas
$1.04M -$107K -4,255 -9%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$1M +$158K +6,266 +19%
WWM
58
WJ Wealth Management
Arizona
$996K +$987K +39,200 New
Osaic Holdings
59
Osaic Holdings
Arizona
$930K +$128K +5,079 +16%
GT
60
Glenview Trust
Kentucky
$925K
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$866K +$255K +10,112 +42%
REMPR
62
Roof Eidam Maycock Peralta (REMP)
California
$808K +$1.11K +44 +0.1%
CBT
63
Crews Bank & Trust
Florida
$800K
GWMR
64
GC Wealth Management RIA
Massachusetts
$793K -$16.4K -653 -2%
SCA
65
Snowden Capital Advisors
New York
$788K
IA
66
IFP Advisors
Florida
$776K +$96.7K +3,838 +14%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$769K +$559K +22,208 +276%
BSAM
68
Blue Square Asset Management
New York
$741K -$22.7K -900 -3%
SWP
69
Stratos Wealth Partners
Ohio
$719K -$150K -5,974 -17%
FAC
70
Financial Advisory Corporation
Michigan
$693K +$687K +27,255 New
RFC
71
Regions Financial Corp
Alabama
$688K +$133K +5,274 +24%
BCI
72
Brinker Capital Investments
Pennsylvania
$686K +$148K +5,893 +28%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$654K +$365K +14,500 +129%
GFP
74
Gryphon Financial Partners
Ohio
$634K +$628K +24,940 New
CIAS
75
CFS Investment Advisory Services
New Jersey
$618K -$1.97K -78 -0.3%