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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$762K +$760K +29,796 New
FAC
102
Financial Advisory Corporation
Michigan
$755K +$30.1K +1,178 +4%
WWM
103
WJ Wealth Management
Arizona
$739K -$15.3K -600 -2%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$737K +$63.3K +2,480 +9%
1L
105
10Elms LLP
Oklahoma
$718K +$179K +7,000 +33%
SWM
106
Silverlake Wealth Management
Vermont
$710K +$98.6K +3,862 +16%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$698K +$235K +9,206 +51%
JIC
108
Johnson Investment Counsel
Ohio
$666K
PSIWM
109
Paradigm Strategies in Wealth Management
Minnesota
$627K +$49.9K +1,957 +9%
Creative Planning
110
Creative Planning
Kansas
$620K -$168K -6,585 -21%
FA
111
FF Advisors
California
$611K -$50.2K -1,968 -8%
MWM
112
Modern Wealth Management
Kansas
$598K -$251K -9,840 -30%
SMC
113
Smith, Moore & Co
Missouri
$590K +$50.8K +1,992 +9%
CIAS
114
CFS Investment Advisory Services
New Jersey
$586K -$105K -4,096 -15%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$578K +$201K +7,877 +54%
GAM
116
Gould Asset Management
California
$577K +$25.4K +995 +5%
NDSI
117
Newman Dignan & Sheerar Inc
Rhode Island
$577K
DSA
118
Droms Strauss Advisors
Missouri
$570K +$131K +5,130 +30%
CPW
119
Cove Private Wealth
New York
$563K +$561K +22,000 New
OFS
120
OneAscent Financial Services
Alabama
$562K +$560K +21,962 New
BFG
121
Beto Financial Group
Idaho
$560K +$559K +21,916 New
SG
122
Strid Group
Pennsylvania
$550K
TA
123
TPG Advisors
Illinois
$538K +$203K +7,960 +61%
CIC
124
Carnegie Investment Counsel
Ohio
$514K +$513K +20,100 New
SFG
125
Sovereign Financial Group
Connecticut
$500K