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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
151
Accretive Wealth Partners
New Jersey
$202K -$12.4K -487 -6%
CB
152
CNB Bank
Pennsylvania
$195K – – –
Comerica Bank
153
Comerica Bank
Texas
$179K +$6.26K +245 +4%
HFS
154
Hughes Financial Services
Virginia
$155K +$2.94K +115 +2%
SPIA
155
Steward Partners Investment Advisory
New York
$151K -$147K -5,759 -49%
BONH
156
Bank of New Hampshire
New Hampshire
$122K – – –
PGAM
157
Princeton Global Asset Management
New Jersey
$120K +$120K +4,705 New
GRP
158
Global Retirement Partners
California
$109K +$40.2K +1,573 +59%
VNA
159
Valley National Advisers
Pennsylvania
$102K +$843 +33 +0.8%
GEA
160
Glen Eagle Advisors
New Jersey
$69.7K – – –
ACA
161
American Capital Advisory
Idaho
$56.7K – – –
BWM
162
Bullock Wealth Management
Indiana
$50.8K +$409 +16 +0.8%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$50.2K -$21.5K -841 -30%
BC
164
Barrett & Company
Rhode Island
$45.9K – – –
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$38.6K +$32K +1,253 +486%
HI
166
Harbour Investments
Wisconsin
$33.5K +$204 +8 +0.6%
AA
167
Addison Advisors
Vermont
$25.4K – – –
RWM
168
Rialto Wealth Management
New York
$21.2K – – –
AF
169
Allworth Financial
California
$20.8K – – –
ADL
170
Asset Dedication LLC
California
$20.5K – – –
PMFA
171
Plante Moran Financial Advisors
Michigan
$16.6K +$16.6K +649 New
NL
172
NorthAvenue LLC
Ohio
$9.9K +$9.88K +387 New
SC
173
Stephens Consulting
Michigan
$8.01K – – –
BlackRock
174
BlackRock
New York
$3.84K – – –
SIS
175
Sound Income Strategies
Florida
$1.1K +$1.1K +43 New