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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$298K +$303 +12 +0.1%
PPWM
102
PFG Private Wealth Management
Florida
$295K +$294K +11,649 New
PWM
103
Partners Wealth Management
California
$293K -$251K -9,916 -46%
Goldman Sachs
104
Goldman Sachs
New York
$290K -$9.52K -377 -3%
GWCM
105
Godshalk Welsh Capital Management
Pennsylvania
$285K +$284K +11,250 New
RCAG
106
Rehmann Capital Advisory Group
Michigan
$280K +$280K +11,065 New
MA
107
MONECO Advisors
Connecticut
$276K
GSIAS
108
Garden State Investment Advisory Services
New Jersey
$270K
CFS
109
Commonwealth Financial Services
West Virginia
$269K -$24K -950 -8%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$253K
SFB
111
STAR Financial Bank
Indiana
$251K
OFS
112
OneAscent Financial Services
Alabama
$248K +$9.88K +391 +4%
AssetMark Inc
113
AssetMark Inc
California
$246K +$188K +7,457 +328%
SWM
114
Segment Wealth Management
Texas
$240K
AF
115
Arrow Financial
New York
$239K
BCM
116
Brookstone Capital Management
Illinois
$234K +$22.7K +897 +11%
PTC
117
Private Trust Company
Ohio
$232K +$31.3K +1,239 +16%
TA
118
TPG Advisors
Illinois
$231K
SPIA
119
Steward Partners Investment Advisory
New York
$221K -$29.2K -1,155 -12%
AA
120
ArborFi Advisors
Michigan
$216K +$216K +8,536 New
Fidelity Investments
121
Fidelity Investments
Massachusetts
$207K +$207K +8,188 New
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$204K +$204K +8,057 New
PIM
123
Penobscot Investment Management
Massachusetts
$202K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$202K +$32.2K +1,274 +19%
CSP
125
Cary Street Partners
Virginia
$201K