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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
151
MONECO Advisors
Connecticut
$280K
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$259K
ACS
153
Archford Capital Strategies
Illinois
$249K -$77.2K -3,024 -24%
KA
154
Klingman & Associates
New York
$246K -$75.8K -2,972 -24%
SWM
155
Segment Wealth Management
Texas
$243K
AF
156
Arrow Financial
New York
$242K
AWP
157
Accretive Wealth Partners
New Jersey
$241K -$30.2K -1,184 -11%
CSP
158
Cary Street Partners
Virginia
$232K
CPIA
159
Cornell Pochily Investment Advisors
New York
$232K -$3.96K -155 -2%
AAP
160
Arax Advisory Partners
Colorado
$227K +$227K +8,886 New
PTC
161
Private Trust Company
Ohio
$225K
MWM
162
Meridian Wealth Management
Kentucky
$222K +$222K +8,687 New
PGAM
163
Princeton Global Asset Management
New Jersey
$221K +$100K +3,925 +83%
HW
164
HORAN Wealth
Ohio
$217K
AA
165
ArborFi Advisors
Michigan
$212K
MMA
166
Miracle Mile Advisors
California
$212K +$211K +8,271 New
NA
167
Nestegg Advisors
New York
$211K +$1.28K +50 +0.6%
BAM
168
Beaumont Asset Management
Texas
$205K
WANY
169
Wealthspire Advisors (New York)
New York
$200K +$200K +7,819 New
CB
170
CNB Bank
Pennsylvania
$195K
EC
171
Elequin Capital
New York
$185K +$184K +7,228 New
HFS
172
Hughes Financial Services
Virginia
$173K +$18.3K +716 +12%
Fidelity Investments
173
Fidelity Investments
Massachusetts
$163K +$129K +5,065 +386%
KFI
174
Key Financial Inc
Pennsylvania
$133K +$133K +5,200 New
BONH
175
Bank of New Hampshire
New Hampshire
$96.4K -$25.5K -1,000 -21%