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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
76
Rossmore Private Capital
Connecticut
$1.12M +$260K +10,148 +30%
QCM
77
Quantinno Capital Management
New York
$1.1M +$47.9K +1,868 +5%
Financial Engines Advisors
78
Financial Engines Advisors
California
$1.09M -$34.9K -1,359 -3%
OIA
79
OneDigital Investment Advisors
Kansas
$1.08M -$93.4K -3,639 -8%
SWMG
80
Signature Wealth Management Group
Georgia
$1.08M -$98.2K -3,827 -8%
LPT
81
Legacy Private Trust
Wisconsin
$1.01M
KPWS
82
Kestra Private Wealth Services
Texas
$993K +$444K +17,297 +80%
GT
83
Glenview Trust
Kentucky
$981K +$77.4K +3,016 +9%
BCM
84
Brookstone Capital Management
Illinois
$971K +$133K +5,179 +16%
SF
85
Summit Financial
New Jersey
$961K -$254K -9,895 -21%
CBT
86
Crews Bank & Trust
Florida
$960K -$3.44K -134 -0.4%
FNT
87
First National Trust
Pennsylvania
$960K -$23.2K -903 -2%
WC
88
Wolfstich Capital
Massachusetts
$929K +$943K +36,753 New
SWP
89
Stratos Wealth Partners
Ohio
$899K +$4.21K +164 +0.5%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$894K
CFMC
91
Curbstone Financial Management Corp
New Hampshire
$892K
GFP
92
Gryphon Financial Partners
Ohio
$880K +$245K +9,545 +38%
WCP
93
Wick Capital Partners
Pennsylvania
$859K +$342K +13,340 +66%
MWM
94
Modern Wealth Management
Kansas
$847K +$381K +14,859 +81%
HA
95
Heffernan Advisory
Arizona
$846K
REMPR
96
Roof Eidam Maycock Peralta (REMP)
California
$815K +$795 +31 +0.1%
TPWA
97
TRUE Private Wealth Advisors
Oregon
$800K +$99.6K +3,883 +14%
SCA
98
Snowden Capital Advisors
New York
$791K
Creative Planning
99
Creative Planning
Kansas
$787K +$338K +13,179 +75%
WWM
100
WJ Wealth Management
Arizona
$753K +$35.4K +1,378 +5%