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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Howland Capital Management
Massachusetts
$3.43M -$888K -35,040 -21%
AssetMark Inc
27
AssetMark Inc
California
$3.38M +$1.12M +44,046 +49%
CTC
28
Central Trust Company
Missouri
$3.34M -$205K -8,106 -6%
LFS
29
Littlejohn Financial Services
Oregon
$3.3M +$3.62M +142,624 New
CPWM
30
Cypress Point Wealth Management
Texas
$3.04M +$3.04M +119,718 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.88M +$24.1K +949 +0.8%
PWM
32
Parkway Wealth Management
Texas
$2.56M +$67.6K +2,668 +3%
SF
33
Summit Financial
New Jersey
$2.53M -$586K -23,123 -19%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.42M +$185K +7,284 +8%
LIM
35
Leavell Investment Management
Alabama
$2.36M +$101K +4,000 +4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.24M -$52.7K -2,077 -2%
CIM
37
Confluence Investment Management
Missouri
$2.22M +$19.5K +771 +0.9%
KAS
38
Kestra Advisory Services
Texas
$2.16M +$115K +4,547 +6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$2.1M +$4.79K +189 +0.2%
VA
40
Valmark Advisers
Ohio
$2.1M +$288K +11,351 +16%
WIC
41
Woodmont Investment Counsel
Tennessee
$2.06M -$480K -18,944 -19%
BEI
42
Benjamin Edwards Inc
Missouri
$2M +$50.8K +2,005 +3%
SVWAG
43
Sound View Wealth Advisors Group
Georgia
$1.97M +$9.66K +381 +0.5%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.93M +$1.92M +75,855 New
ST
45
Spinnaker Trust
Maine
$1.89M +$337K +13,276 +22%
AUB
46
Atlantic Union Bankshares
Virginia
$1.86M +$99.8K +3,935 +6%
EIP
47
Ellis Investment Partners
Pennsylvania
$1.84M +$507 +20 +0%
HBT
48
Hills Bank & Trust
Iowa
$1.83M +$448K +17,672 +32%
GHA
49
Granite Harbor Advisors
Texas
$1.78M +$229K +9,040 +15%
RAG
50
RIA Advisory Group
Iowa
$1.74M +$404K +15,925 +30%