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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
26
Sound View Wealth Advisors Group
Georgia
$1.95M +$65.8K +2,638 +4%
Morgan Stanley
27
Morgan Stanley
New York
$1.89M +$280K +11,217 +18%
Jane Street
28
Jane Street
New York
$1.81M -$149K -5,960 -8%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$1.72M +$634K +25,421 +60%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.43M +$431K +17,265 +44%
AUB
31
Atlantic Union Bankshares
Virginia
$1.42M +$1.4M +56,112 New
EFP
32
Envision Financial Planning
Tennessee
$1.37M +$20.9K +838 +2%
BEI
33
Benjamin Edwards Inc
Missouri
$1.33M +$1.32M +52,850 New
KAS
34
Kestra Advisory Services
Texas
$1.3M +$677K +27,122 +111%
SPA
35
Sentinel Pension Advisors
Massachusetts
$1.26M +$7.99K +320 +0.6%
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$1.2M -$273K -10,931 -19%
HBT
37
Hills Bank & Trust
Iowa
$1.12M +$958K +38,399 +642%
CIA
38
Capital Investment Advisors
Georgia
$1.1M +$211K +8,451 +24%
IWC
39
Integrated Wealth Concepts
Massachusetts
$997K +$75 +3 +0%
JIR
40
James Investment Research
Ohio
$866K
Osaic Holdings
41
Osaic Holdings
Arizona
$856K -$318K -12,750 -27%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$850K +$33.3K +1,334 +4%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$835K
PFM
44
Phillips Financial Management
Indiana
$802K +$248K +9,943 +46%
SWMG
45
Signature Wealth Management Group
Georgia
$797K +$50.5K +2,025 +7%
GWMR
46
GC Wealth Management RIA
Massachusetts
$792K -$16.3K -655 -2%
SCA
47
Snowden Capital Advisors
New York
$782K
FA
48
FF Advisors
California
$782K +$9.91K +397 +1%
GHA
49
Granite Harbor Advisors
Texas
$773K
BSAM
50
Blue Square Asset Management
New York
$739K -$22.8K -913 -3%