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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
76
Orion Portfolio Solutions
Nebraska
$534K +$533K +21,107 New
KA
77
Klingman & Associates
New York
$517K -$46.4K -1,837 -8%
FA
78
FF Advisors
California
$517K +$107K +4,223 +26%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$515K +$175K +6,946 +52%
C1AG
80
Client 1st Advisory Group
Florida
$504K
1L
81
10Elms LLP
Oklahoma
$485K +$101K +4,000 +26%
AIP
82
Ameritas Investment Partners
Nebraska
$457K -$6.09K -241 -1%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$423K +$102K +4,021 +32%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$406K
ECM
85
Exchange Capital Management
Michigan
$392K -$26.9K -1,065 -6%
PA
86
Parallel Advisors
California
$382K -$4.57K -181 -1%
JIR
87
James Investment Research
Ohio
$374K
WI
88
WrapManager Inc
California
$368K -$11.6K -460 -3%
Mariner
89
Mariner
Kansas
$368K
DSA
90
Droms Strauss Advisors
Missouri
$353K +$70.5K +2,789 +25%
FNT
91
First National Trust
Pennsylvania
$350K
PCM
92
Passive Capital Management
Maryland
$349K +$349K +13,803 New
TC
93
Trust Company
Kansas
$347K +$99.8K +3,950 +40%
JSA
94
Jim Saulnier & Associates
Colorado
$342K +$342K +13,529 New
PP
95
Postrock Partners
Oregon
$336K
KAS
96
Kestra Advisory Services
Texas
$331K -$251K -9,946 -43%
PWS
97
Peloton Wealth Strategists
Indiana
$329K
ACS
98
Archford Capital Strategies
Illinois
$315K
APP
99
Avantax Planning Partners
Iowa
$315K +$315K +12,460 New
WCM
100
WealthBridge Capital Management
Ohio
$305K +$6.32K +250 +2%