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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
$279K
AWP
152
Accretive Wealth Partners
New Jersey
$271K +$69.7K +2,716 +34%
PJSIMP
153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K +$39.8K +1,550 +18%
LWL
154
Leo Wealth LLC
Texas
$256K +$847 +33 +0.3%
SWM
155
Segment Wealth Management
Texas
$243K
AF
156
Arrow Financial
New York
$241K
CPIA
157
Cornell Pochily Investment Advisors
New York
$235K +$10K +390 +4%
CSP
158
Cary Street Partners
Virginia
$232K
PTC
159
Private Trust Company
Ohio
$225K
HW
160
HORAN Wealth
Ohio
$217K
AA
161
ArborFi Advisors
Michigan
$211K +$8.18K +319 +4%
NA
162
Nestegg Advisors
New York
$210K +$872 +34 +0.4%
BAM
163
Beaumont Asset Management
Texas
$205K
CB
164
CNB Bank
Pennsylvania
$195K
HFS
165
Hughes Financial Services
Virginia
$154K
BONH
166
Bank of New Hampshire
New Hampshire
$122K
PGAM
167
Princeton Global Asset Management
New Jersey
$120K +$77 +3 +0.1%
SPIA
168
Steward Partners Investment Advisory
New York
$77.3K -$73.9K -2,879 -49%
GEA
169
Glen Eagle Advisors
New Jersey
$69.6K
ACA
170
American Capital Advisory
Idaho
$56.6K
HPC
171
HM Payson & Co
Maine
$49.8K +$50K +1,949 New
BC
172
Barrett & Company
Rhode Island
$45.8K
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$38.6K +$26 +1 +0.1%
HI
174
Harbour Investments
Wisconsin
$33.5K +$103 +4 +0.3%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$33.5K -$16.7K -651 -33%