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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$1.66M +$50.1K +1,962 +3%
GHA
52
Granite Harbor Advisors
Texas
$1.63M +$231K +9,047 +17%
AssetMark Inc
53
AssetMark Inc
California
$1.62M +$560K +21,917 +53%
CIA
54
Capital Investment Advisors
Georgia
$1.53M +$14K +550 +0.9%
RAG
55
RIA Advisory Group
Iowa
$1.41M +$30.4K +1,189 +2%
KCA
56
Kastel Capital Advisors
Massachusetts
$1.39M +$1.39M +54,269 New
SPA
57
Sentinel Pension Advisors
Massachusetts
$1.33M +$10.8K +421 +0.8%
EPW
58
Evergreen Private Wealth
Colorado
$1.26M +$104K +4,088 +9%
PFM
59
Phillips Financial Management
Indiana
$1.26M
SF
60
Summit Financial
New Jersey
$1.22M +$26.9K +1,052 +2%
SWMG
61
Signature Wealth Management Group
Georgia
$1.18M -$22.9K -895 -2%
OIA
62
OneDigital Investment Advisors
Kansas
$1.18M +$1.18M +46,090 New
Mariner
63
Mariner
Kansas
$1.15M +$532K +20,819 +86%
Financial Engines Advisors
64
Financial Engines Advisors
California
$1.13M +$772K +30,230 +216%
EFP
65
Envision Financial Planning
Tennessee
$1.12M +$7.13K +279 +0.6%
LF
66
Lantz Financial
Illinois
$1.11M +$1.1M +43,248 New
HSG
67
Helen Stephens Group
Texas
$1.1M +$205K +8,031 +23%
GWMR
68
GC Wealth Management RIA
Massachusetts
$1.09M +$182K +7,115 +20%
QCM
69
Quantinno Capital Management
New York
$1.06M +$33.3K +1,304 +3%
LPT
70
Legacy Private Trust
Wisconsin
$1.01M -$1.09M -42,626 -52%
FNT
71
First National Trust
Pennsylvania
$985K +$558K +21,852 +131%
CBT
72
Crews Bank & Trust
Florida
$966K -$690 -27 -0.1%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$948K +$70K +2,740 +8%
GT
74
Glenview Trust
Kentucky
$906K -$25.2K -987 -3%
GWCM
75
Godshalk Welsh Capital Management
Pennsylvania
$903K +$153K +6,000 +20%