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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$896K +$29.6K +1,160 +3%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$895K -$5.72K -224 -0.6%
CFMC
78
Curbstone Financial Management Corp
New Hampshire
$894K +$414K +16,200 +86%
RPC
79
Rossmore Private Capital
Connecticut
$865K +$407K +15,942 +89%
HA
80
Heffernan Advisory
Arizona
$848K +$847K +33,148 New
BCM
81
Brookstone Capital Management
Illinois
$840K +$230K +8,998 +38%
REMPR
82
Roof Eidam Maycock Peralta (REMP)
California
$816K +$1.53K +60 +0.2%
SCA
83
Snowden Capital Advisors
New York
$793K
BSAM
84
Blue Square Asset Management
New York
$774K +$48.3K +1,891 +7%
CIAS
85
CFS Investment Advisory Services
New Jersey
$735K +$130K +5,102 +22%
FA
86
FF Advisors
California
$733K +$199K +7,801 +37%
RFC
87
Regions Financial Corp
Alabama
$722K +$43K +1,683 +6%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$721K -$51.9K -2,034 -7%
WWM
89
WJ Wealth Management
Arizona
$719K
TPWA
90
TRUE Private Wealth Advisors
Oregon
$702K +$701K +27,438 New
IA
91
IFP Advisors
Florida
$674K +$32.6K +1,277 +5%
GFP
92
Gryphon Financial Partners
Ohio
$638K
FAC
93
Financial Advisory Corporation
Michigan
$603K -$63.8K -2,499 -10%
PA
94
Parallel Advisors
California
$591K +$74K +2,896 +14%
NDSI
95
Newman Dignan & Sheerar Inc
Rhode Island
$577K -$656K -25,693 -53%
PSIWM
96
Paradigm Strategies in Wealth Management
Minnesota
$577K
KPWS
97
Kestra Private Wealth Services
Texas
$552K +$307K +12,037 +126%
GAM
98
Gould Asset Management
California
$547K +$546K +21,375 New
Osaic Holdings
99
Osaic Holdings
Arizona
$542K -$395K -15,482 -42%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$534K +$70.5K +2,762 +15%