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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1L
101
10Elms LLP
Oklahoma
$521K
WCP
102
Wick Capital Partners
Pennsylvania
$520K +$250K +9,800 +93%
C1AG
103
Client 1st Advisory Group
Florida
$509K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$492K +$1.1K +43 +0.2%
SMC
105
Smith, Moore & Co
Missouri
$470K +$6.77K +265 +1%
MWM
106
Modern Wealth Management
Kansas
$470K +$469K +18,375 New
AIP
107
Ameritas Investment Partners
Nebraska
$462K +$204 +8 +0%
KAS
108
Kestra Advisory Services
Texas
$462K +$229K +8,954 +98%
Creative Planning
109
Creative Planning
Kansas
$451K
PP
110
Postrock Partners
Oregon
$431K
PAG
111
Private Advisor Group
New Jersey
$399K -$60K -2,350 -13%
Citadel Advisors
112
Citadel Advisors
Florida
$384K -$187K -7,309 -33%
SWA
113
Sax Wealth Advisors
New Jersey
$376K +$230 +9 +0.1%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$376K
WAP
115
Wealthcare Advisory Partners
Pennsylvania
$375K +$3.04K +119 +0.8%
CFS
116
Commonwealth Financial Services
West Virginia
$368K +$105K +4,121 +40%
MCM
117
MV Capital Management
Maryland
$368K +$367K +14,375 New
JSA
118
Jim Saulnier & Associates
Colorado
$353K +$2.83K +111 +0.8%
PCM
119
Passive Capital Management
Maryland
$353K
JIR
120
James Investment Research
Ohio
$353K
TC
121
Trust Company
Kansas
$351K +$26 +1 +0%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$348K -$88.4K -3,462 -20%
WCM
123
WealthBridge Capital Management
Ohio
$345K +$14.3K +561 +4%
TA
124
TPG Advisors
Illinois
$334K +$613 +24 +0.2%
PWS
125
Peloton Wealth Strategists
Indiana
$332K