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iShares iBonds Dec 2028 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$54.2M +$1.14M +44,737 +2%
VBFG
2
Vishria Bird Financial Group
Tennessee
$29.3M +$28.9M +1,128,756 +7,086%
CA
3
Clearstead Advisors
Ohio
$23.4M +$545K +21,309 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$23.1M +$1.11M +43,417 +5%
US Bancorp
5
US Bancorp
Minnesota
$19.3M +$466K +18,200 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$17M +$250K +9,773 +1%
Wells Fargo
7
Wells Fargo
California
$13.7M +$2.04M +79,649 +18%
NA
8
NewEdge Advisors
Louisiana
$11.6M +$460K +18,001 +4%
LIA
9
LBMC Investment Advisors
Tennessee
$11.2M +$1.61M +62,755 +17%
HCM
10
Hengehold Capital Management
Ohio
$10.1M +$169K +6,617 +2%
HBT
11
Hills Bank & Trust
Iowa
$9.86M +$63K +2,463 +0.6%
Morgan Stanley
12
Morgan Stanley
New York
$9.53M +$4.57M +178,776 +93%
HCM
13
Howland Capital Management
Massachusetts
$9.24M +$559K +21,845 +6%
UBS Group
14
UBS Group
Switzerland
$8.91M +$313K +12,246 +4%
CIA
15
Covington Investment Advisors
Pennsylvania
$8.02M +$110K +4,305 +1%
KCM
16
Kathmere Capital Management
Pennsylvania
$7.93M +$210K +8,192 +3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$7.43M +$2.67M +104,566 +56%
LPL Financial
18
LPL Financial
California
$7.1M +$301K +11,760 +4%
HWA
19
Heartwood Wealth Advisors
Virginia
$6.64M +$154K +6,023 +2%
PWM
20
Praetorian Wealth Management
California
$6.2M -$8.24K -322 -0.1%
CCWA
21
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.87M +$1.23M +47,959 +26%
Lido Advisors
22
Lido Advisors
California
$5.23M +$475K +18,580 +10%
Stifel Financial
23
Stifel Financial
Missouri
$5.12M +$146K +5,722 +3%
Raymond James Financial
24
Raymond James Financial
Florida
$4.3M -$1.84M -72,062 -30%
SWA
25
Stratos Wealth Advisors
Ohio
$4.28M +$1.77M +69,162 +71%