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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.59M +$67.6K +2,694 +4%
Focus Partners Wealth
27
Focus Partners Wealth
Massachusetts
$1.46M +$405K +16,134 +38%
SSB
28
Sandy Spring Bank
Maryland
$1.43M +$224K +8,924 +18%
EFP
29
Envision Financial Planning
Tennessee
$1.34M
SPA
30
Sentinel Pension Advisors
Massachusetts
$1.25M +$999K +39,842 +401%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.17M -$194K -7,735 -14%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.07M +$301K +12,014 +39%
IWC
33
Integrated Wealth Concepts
Massachusetts
$989K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$988K +$656K +26,145 +196%
CIA
35
Capital Investment Advisors
Georgia
$876K +$70.2K +2,799 +9%
JIR
36
James Investment Research
Ohio
$860K -$38.9K -1,550 -4%
REMPR
37
Roof Eidam Maycock Peralta (REMP)
California
$829K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$810K +$90.9K +3,626 +13%
GWMR
39
GC Wealth Management RIA
Massachusetts
$802K +$29K +1,156 +4%
SCA
40
Snowden Capital Advisors
New York
$776K
GHA
41
Granite Harbor Advisors
Texas
$767K +$769K +30,649 New
FA
42
FF Advisors
California
$762K +$94.9K +3,782 +14%
BSAM
43
Blue Square Asset Management
New York
$756K -$878 -35 -0.1%
SWMG
44
Signature Wealth Management Group
Georgia
$740K +$51K +2,035 +7%
Stifel Financial
45
Stifel Financial
Missouri
$688K +$108K +4,296 +19%
CA
46
Crumly & Associates
Illinois
$673K -$674K -26,872 -50%
CIAS
47
CFS Investment Advisory Services
New Jersey
$627K -$66.7K -2,659 -10%
KAS
48
Kestra Advisory Services
Texas
$613K +$68.6K +2,734 +13%
PPWM
49
PFG Private Wealth Management
Florida
$587K +$588K +23,445 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$576K +$577K +23,011 New