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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Trust Company
Kansas
$349K
JSA
102
Jim Saulnier & Associates
Colorado
$346K +$2.09K +83 +0.6%
SWA
103
Sax Wealth Advisors
New Jersey
$336K +$334K +13,241 New
NA
104
Nestegg Advisors
New York
$336K -$216K -8,576 -39%
FAFN
105
First Affirmative Financial Network
Colorado
$332K +$329K +13,081 New
ACS
106
Archford Capital Strategies
Illinois
$332K +$14.9K +591 +5%
PWS
107
Peloton Wealth Strategists
Indiana
$330K
MWM
108
Meridian Wealth Management
Kentucky
$329K +$326K +12,954 New
WCM
109
WealthBridge Capital Management
Ohio
$324K +$17.1K +680 +6%
APP
110
Avantax Planning Partners
Iowa
$317K -$25 -1 -0%
SA
111
Sanctuary Advisors
Indiana
$301K +$1.08K +43 +0.4%
SPIA
112
Steward Partners Investment Advisory
New York
$296K +$73.8K +2,928 +34%
Corient Private Wealth
113
Corient Private Wealth
Florida
$296K -$567K -22,492 -66%
PPWM
114
PFG Private Wealth Management
Florida
$296K
PWM
115
Partners Wealth Management
California
$293K
PCH
116
PGIM Custom Harvest
New Jersey
$289K +$287K +11,385 New
BCM
117
Brookstone Capital Management
Illinois
$287K +$51.2K +2,032 +22%
RCAG
118
Rehmann Capital Advisory Group
Michigan
$281K
MA
119
MONECO Advisors
Connecticut
$278K
AM
120
Atwater Malick
Pennsylvania
$278K +$275K +10,921 New
PWS
121
Precision Wealth Strategies
Missouri
$264K +$262K +10,392 New
CFS
122
Commonwealth Financial Services
West Virginia
$263K -$6.52K -259 -2%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$254K
Jones Financial Companies
124
Jones Financial Companies
Missouri
$248K +$44.9K +1,783 +22%
FTUS
125
Flow Traders U.S.
New York
$246K +$244K +9,668 New