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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
51
Curbstone Financial Management Corp
New Hampshire
$1.68M
NA
52
NewEdge Advisors
Louisiana
$1.62M -$144K -5,697 -8%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$1.61M +$589K +23,241 +58%
BSAM
54
Blue Square Asset Management
New York
$1.6M -$7.43K -293 -0.5%
BCM
55
Brookstone Capital Management
Illinois
$1.47M +$507K +20,005 +53%
SPA
56
Sentinel Pension Advisors
Massachusetts
$1.3M +$10.9K +429 +0.8%
GWCM
57
Godshalk Welsh Capital Management
Pennsylvania
$1.23M +$63.4K +2,500 +5%
RPC
58
Rossmore Private Capital
Connecticut
$1.2M +$9.4K +371 +0.8%
GWMR
59
GC Wealth Management RIA
Massachusetts
$1.19M +$23.7K +934 +2%
EC
60
Elequin Capital
New York
$1.17M +$1.17M +46,216 New
Osaic Holdings
61
Osaic Holdings
Arizona
$1.14M +$83.3K +3,285 +8%
EFP
62
Envision Financial Planning
Tennessee
$1.13M -$4.51K -178 -0.4%
MW
63
Members Wealth
Pennsylvania
$1.12M +$484K +19,086 +76%
BPA
64
Beacon Pointe Advisors
California
$1.1M +$10.8K +428 +1%
FA
65
FF Advisors
California
$1.08M -$143K -5,649 -12%
CIA
66
Capital Investment Advisors
Georgia
$1.06M -$4.46K -176 -0.4%
JCM
67
Jacobi Capital Management
Pennsylvania
$943K +$941K +37,128 New
1L
68
10Elms LLP
Oklahoma
$878K +$218K +8,600 +33%
JIR
69
James Investment Research
Ohio
$847K
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$840K
IA
71
IFP Advisors
Florida
$840K +$158K +6,217 +23%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$831K -$142K -5,610 -15%
PFM
73
Phillips Financial Management
Indiana
$807K
SCA
74
Snowden Capital Advisors
New York
$787K
HSG
75
Helen Stephens Group
Texas
$756K -$342K -13,476 -31%