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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
26
Woodmont Investment Counsel
Tennessee
$2.73M +$398K +15,664 +17%
Lido Advisors
27
Lido Advisors
California
$2.28M +$158K +6,214 +7%
NA
28
NewEdge Advisors
Louisiana
$2.15M +$28.1K +1,106 +1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.1M +$361K +14,188 +21%
Morgan Stanley
30
Morgan Stanley
New York
$2.09M +$183K +7,193 +10%
CIM
31
Confluence Investment Management
Missouri
$1.89M -$138K -5,434 -7%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$1.73M -$243K -9,569 -12%
AUB
33
Atlantic Union Bankshares
Virginia
$1.46M +$24.8K +975 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.45M +$3.13K +123 +0.2%
BEI
35
Benjamin Edwards Inc
Missouri
$1.37M +$21.7K +854 +2%
KAS
36
Kestra Advisory Services
Texas
$1.31M -$8.11K -319 -0.6%
SPA
37
Sentinel Pension Advisors
Massachusetts
$1.29M +$8.31K +327 +0.7%
EFP
38
Envision Financial Planning
Tennessee
$1.19M -$202K -7,935 -15%
AssetMark Inc
39
AssetMark Inc
California
$1.16M +$464K +18,252 +67%
CIA
40
Capital Investment Advisors
Georgia
$1.12M +$11.6K +455 +1%
BCI
41
Brinker Capital Investments
Pennsylvania
$1.1M +$1.09M +42,985 New
GHA
42
Granite Harbor Advisors
Texas
$1.07M +$284K +11,156 +36%
IWC
43
Integrated Wealth Concepts
Massachusetts
$1.05M +$39.6K +1,559 +4%
LIM
44
Leavell Investment Management
Alabama
$997K +$259K +10,170 +35%
GWMR
45
GC Wealth Management RIA
Massachusetts
$915K +$114K +4,469 +14%
HSG
46
Helen Stephens Group
Texas
$898K +$894K +35,163 New
JIR
47
James Investment Research
Ohio
$873K -$3K -118 -0.3%
Osaic Holdings
48
Osaic Holdings
Arizona
$868K +$2.95K +116 +0.3%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$864K +$4.17K +164 +0.5%
REMPR
50
Roof Eidam Maycock Peralta (REMP)
California
$845K