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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$744K +$155K +6,042 +26%
FAC
102
Financial Advisory Corporation
Michigan
$723K +$122K +4,747 +20%
KAS
103
Kestra Advisory Services
Texas
$718K +$258K +10,057 +56%
RFC
104
Regions Financial Corp
Alabama
$715K -$5.8K -226 -0.8%
Osaic Holdings
105
Osaic Holdings
Arizona
$700K +$160K +6,227 +29%
IWM
106
IHT Wealth Management
Illinois
$693K +$696K +27,140 New
CIAS
107
CFS Investment Advisory Services
New Jersey
$692K -$43.6K -1,698 -6%
IA
108
IFP Advisors
Florida
$674K +$949 +37 +0.1%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$672K -$48.2K -1,879 -7%
ODE
110
O'Domhnaill Enterprises
Wyoming
$668K +$671K +26,156 New
JIC
111
Johnson Investment Counsel
Ohio
$664K +$668K +26,027 New
FA
112
FF Advisors
California
$660K -$72.9K -2,841 -10%
SWM
113
Silverlake Wealth Management
Vermont
$610K +$401K +15,640 +190%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$592K +$58.8K +2,292 +11%
Citadel Advisors
115
Citadel Advisors
Florida
$587K +$204K +7,970 +53%
NDSI
116
Newman Dignan & Sheerar Inc
Rhode Island
$576K
PSIWM
117
Paradigm Strategies in Wealth Management
Minnesota
$576K
GAM
118
Gould Asset Management
California
$551K +$5K +195 +0.9%
SG
119
Strid Group
Pennsylvania
$549K +$552K +21,500 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$548K +$57.6K +2,246 +12%
SMC
121
Smith, Moore & Co
Missouri
$538K +$69.3K +2,703 +15%
1L
122
10Elms LLP
Oklahoma
$538K +$18K +700 +3%
C1AG
123
Client 1st Advisory Group
Florida
$509K
SFG
124
Sovereign Financial Group
Connecticut
$499K +$502K +19,561 New
AIP
125
Ameritas Investment Partners
Nebraska
$468K +$6.16K +240 +1%