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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Stonebridge Capital Advisors
Minnesota
$338K -$230K -9,190 -41%
ECM
77
Exchange Capital Management
Michigan
$328K +$329K +13,129 New
Lido Advisors
78
Lido Advisors
California
$325K -$35.3K -1,411 -10%
PA
79
Parallel Advisors
California
$323K +$80K +3,196 +33%
OMC
80
Old Mission Capital
Illinois
$320K +$320K +12,786 New
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$316K +$751 +30 +0.2%
PWS
82
Peloton Wealth Strategists
Indiana
$300K
RFC
83
Regions Financial Corp
Alabama
$297K +$80K +3,195 +37%
SA
84
Sanctuary Advisors
Indiana
$283K +$283K +11,301 New
FA
85
FF Advisors
California
$279K -$262K -10,469 -48%
CIM
86
Confluence Investment Management
Missouri
$277K -$28.4K -1,134 -9%
JIR
87
James Investment Research
Ohio
$275K
MA
88
MONECO Advisors
Connecticut
$274K
Baird Financial Group
89
Baird Financial Group
Wisconsin
$267K
CFS
90
Commonwealth Financial Services
West Virginia
$262K -$68.7K -2,743 -21%
SPIA
91
Steward Partners Investment Advisory
New York
$254K
SFB
92
STAR Financial Bank
Indiana
$249K +$249K +9,937 New
AF
93
Arrow Financial
New York
$236K
PCH
94
PGIM Custom Harvest
New Jersey
$224K +$224K +8,959 New
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$223K -$88.4K -3,532 -28%
AM
96
Atwater Malick
Pennsylvania
$210K +$211K +8,409 New
LIM
97
Leavell Investment Management
Alabama
$208K +$209K +8,330 New
Mariner
98
Mariner
Kansas
$202K
PIM
99
Penobscot Investment Management
Massachusetts
$200K +$200K +8,000 New
S
100
SignatureFD
Georgia
$200K +$200K +7,977 New