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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
126
Penobscot Investment Management
Massachusetts
$326K +$76.6K +3,000 +31%
KA
127
Klingman & Associates
New York
$325K -$94.8K -3,711 -23%
DSA
128
Droms Strauss Advisors
Missouri
$324K -$39K -1,529 -11%
APP
129
Avantax Planning Partners
Iowa
$319K
Jones Financial Companies
130
Jones Financial Companies
Missouri
$316K +$65.1K +2,551 +26%
ACS
131
Archford Capital Strategies
Illinois
$309K -$24.8K -970 -7%
FCH
132
Freestone Capital Holdings
Washington
$294K
MA
133
MONECO Advisors
Connecticut
$280K
MWM
134
Meridian Wealth Management
Kentucky
$260K -$119K -4,643 -31%
LWL
135
Leo Wealth LLC
Texas
$255K +$1.66K +65 +0.7%
PPWM
136
PFG Private Wealth Management
Florida
$252K +$252K +9,852 New
SWM
137
Segment Wealth Management
Texas
$243K
AF
138
Arrow Financial
New York
$242K
CSP
139
Cary Street Partners
Virginia
$232K
FTUS
140
Flow Traders U.S.
New York
$231K +$16.1K +629 +7%
CPIA
141
Cornell Pochily Investment Advisors
New York
$226K
PTC
142
Private Trust Company
Ohio
$225K
PJSIMP
143
P.J. Schmidt Investment Management (PJS)
Wisconsin
$219K
HW
144
HORAN Wealth
Ohio
$217K +$217K +8,495 New
Goldman Sachs
145
Goldman Sachs
New York
$214K -$2.5K -98 -1%
SWM
146
Silverlake Wealth Management
Vermont
$211K +$210K +8,237 New
NA
147
Nestegg Advisors
New York
$209K -$47.2K -1,850 -18%
BAM
148
Beaumont Asset Management
Texas
$205K
MW
149
Members Wealth
Pennsylvania
$205K +$204K +7,970 New
AA
150
ArborFi Advisors
Michigan
$204K +$203K +7,963 New