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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
51
Sentinel Pension Advisors
Massachusetts
$1.32M +$7.98K +312 +0.6%
PFM
52
Phillips Financial Management
Indiana
$1.26M +$29K +1,134 +2%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.25M +$559K +21,854 +81%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$1.24M
SWMG
55
Signature Wealth Management Group
Georgia
$1.2M -$13.7K -535 -1%
SF
56
Summit Financial
New Jersey
$1.19M +$1.19M +46,487 New
EPW
57
Evergreen Private Wealth
Colorado
$1.16M +$32.9K +1,285 +3%
EFP
58
Envision Financial Planning
Tennessee
$1.12M -$1.04M -40,830 -48%
AssetMark Inc
59
AssetMark Inc
California
$1.07M +$541K +21,157 +103%
QCM
60
Quantinno Capital Management
New York
$1.03M +$1.02M +40,048 New
CBT
61
Crews Bank & Trust
Florida
$969K +$161K +6,300 +20%
Osaic Holdings
62
Osaic Holdings
Arizona
$940K +$1.41K +55 +0.2%
GT
63
Glenview Trust
Kentucky
$933K
GWMR
64
GC Wealth Management RIA
Massachusetts
$914K +$113K +4,421 +14%
Baird Financial Group
65
Baird Financial Group
Wisconsin
$903K +$645K +25,224 +252%
HSG
66
Helen Stephens Group
Texas
$896K +$893K +34,929 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$887K -$122K -4,753 -12%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$880K +$6.11K +239 +0.7%
SWP
69
Stratos Wealth Partners
Ohio
$869K +$143K +5,602 +20%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$816K +$1.13K +44 +0.1%
SCA
71
Snowden Capital Advisors
New York
$795K
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$775K -$844 -33 -0.1%
GWCM
73
Godshalk Welsh Capital Management
Pennsylvania
$751K +$90.8K +3,550 +14%
BSAM
74
Blue Square Asset Management
New York
$728K -$20.2K -790 -3%
WWM
75
WJ Wealth Management
Arizona
$718K -$284K -11,093 -28%