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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCG
101
Sonata Capital Group
Washington
$411K +$410K +16,025 New
MWM
102
Meridian Wealth Management
Kentucky
$379K +$47.2K +1,847 +14%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$377K -$2.56K -100 -0.7%
SWA
104
Sax Wealth Advisors
New Jersey
$377K +$37.1K +1,452 +11%
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$373K +$372K +14,559 New
DSA
106
Droms Strauss Advisors
Missouri
$364K -$31.7K -1,241 -8%
Financial Engines Advisors
107
Financial Engines Advisors
California
$358K +$357K +13,967 New
PCM
108
Passive Capital Management
Maryland
$354K
JIR
109
James Investment Research
Ohio
$354K
TC
110
Trust Company
Kansas
$352K
JSA
111
Jim Saulnier & Associates
Colorado
$351K +$2.12K +83 +0.6%
SA
112
Sanctuary Advisors
Indiana
$343K +$39.8K +1,554 +13%
FAFN
113
First Affirmative Financial Network
Colorado
$336K +$128 +5 +0%
ACS
114
Archford Capital Strategies
Illinois
$335K
TA
115
TPG Advisors
Illinois
$335K +$99.9K +3,906 +43%
PWS
116
Peloton Wealth Strategists
Indiana
$333K
WCM
117
WealthBridge Capital Management
Ohio
$332K +$5.37K +210 +2%
APP
118
Avantax Planning Partners
Iowa
$319K
AM
119
Atwater Malick
Pennsylvania
$305K +$25K +978 +9%
SPIA
120
Steward Partners Investment Advisory
New York
$299K
FCH
121
Freestone Capital Holdings
Washington
$295K +$294K +11,495 New
MA
122
MONECO Advisors
Connecticut
$280K
WCP
123
Wick Capital Partners
Pennsylvania
$270K +$269K +10,524 New
CFS
124
Commonwealth Financial Services
West Virginia
$263K -$2.38K -93 -0.9%
NA
125
Nestegg Advisors
New York
$257K -$81.7K -3,195 -24%