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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
$2.57M -$150K -5,892 -6%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$2.57M +$478K +18,806 +23%
PWM
28
Parkway Wealth Management
Texas
$2.34M +$2.34M +91,917 New
LIM
29
Leavell Investment Management
Alabama
$2.23M +$1.23M +48,541 +124%
NA
30
NewEdge Advisors
Louisiana
$2.18M +$42.4K +1,667 +2%
CIM
31
Confluence Investment Management
Missouri
$2.07M +$191K +7,507 +10%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$1.88M +$160K +6,275 +9%
BEI
33
Benjamin Edwards Inc
Missouri
$1.87M +$501K +19,728 +37%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.86M +$1.57M +61,884 +556%
EIP
35
Ellis Investment Partners
Pennsylvania
$1.78M +$1.78M +70,043 New
AUB
36
Atlantic Union Bankshares
Virginia
$1.71M +$254K +9,994 +18%
KAS
37
Kestra Advisory Services
Texas
$1.7M +$392K +15,438 +30%
AssetMark Inc
38
AssetMark Inc
California
$1.69M +$527K +20,749 +46%
VA
39
Valmark Advisers
Ohio
$1.67M +$972K +38,252 +139%
Jane Street
40
Jane Street
New York
$1.63M +$1.63M +64,124 New
GHA
41
Granite Harbor Advisors
Texas
$1.55M +$489K +19,233 +46%
CFMC
42
Curbstone Financial Management Corp
New Hampshire
$1.53M +$712K +28,000 +87%
FA
43
FF Advisors
California
$1.43M +$632K +24,843 +80%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$1.35M -$95.9K -3,774 -7%
HBT
45
Hills Bank & Trust
Iowa
$1.32M -$1.86M -73,117 -58%
RAG
46
RIA Advisory Group
Iowa
$1.31M +$1.31M +51,479 New
SPA
47
Sentinel Pension Advisors
Massachusetts
$1.29M +$11K +431 +0.9%
PA
48
PSI Advisors
Florida
$1.29M +$1.29M +50,800 New
EFP
49
Envision Financial Planning
Tennessee
$1.17M -$8.01K -315 -0.7%
ST
50
Spinnaker Trust
Maine
$1.15M +$482K +18,951 +72%