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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
76
Beacon Pointe Advisors
California
$596K +$1.89K +75 +0.3%
PSIWM
77
Paradigm Strategies in Wealth Management
Minnesota
$582K -$114K -4,508 -16%
FA
78
FF Advisors
California
$541K +$18.9K +752 +4%
AssetMark Inc
79
AssetMark Inc
California
$520K +$270K +10,720 +110%
C1AG
80
Client 1st Advisory Group
Florida
$506K
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$504K -$13K -516 -3%
MPWT
82
MassMutual Private Wealth & Trust
Connecticut
$500K +$492K +19,525 +14,463%
1L
83
10Elms LLP
Oklahoma
$487K
KAS
84
Kestra Advisory Services
Texas
$485K +$151K +5,996 +46%
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$461K +$36.1K +1,432 +9%
KA
86
Klingman & Associates
New York
$460K -$59K -2,344 -11%
AIP
87
Ameritas Investment Partners
Nebraska
$459K +$151 +6 +0%
PP
88
Postrock Partners
Oregon
$428K +$89.4K +3,550 +27%
PA
89
Parallel Advisors
California
$414K +$29.2K +1,160 +8%
VBFG
90
Vishria Bird Financial Group
Tennessee
$405K +$401K +15,929 New
DSA
91
Droms Strauss Advisors
Missouri
$392K +$37.8K +1,502 +11%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$376K -$31K -1,232 -8%
Mariner
93
Mariner
Kansas
$369K
ECM
94
Exchange Capital Management
Michigan
$368K -$26.1K -1,035 -7%
FNT
95
First National Trust
Pennsylvania
$367K +$14.9K +593 +4%
SMC
96
Smith, Moore & Co
Missouri
$360K +$357K +14,163 New
WI
97
WrapManager Inc
California
$353K -$16.2K -644 -4%
RPC
98
Rossmore Private Capital
Connecticut
$353K +$350K +13,887 New
JIR
99
James Investment Research
Ohio
$351K -$25.2K -1,000 -7%
PCM
100
Passive Capital Management
Maryland
$350K