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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1L
51
10Elms LLP
Oklahoma
$405K +$408K +16,200 New
KC
52
Kades & Cheifetz
Pennsylvania
$384K +$386K +15,356 New
WI
53
WrapManager Inc
California
$381K -$604 -24 -0.2%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$375K +$378K +15,001 New
Mariner
55
Mariner
Kansas
$366K
LIM
56
Leavell Investment Management
Alabama
$341K +$132K +5,250 +62%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$333K +$101K +4,004 +43%
LWL
58
Leo Wealth LLC
Texas
$324K +$326K +12,960 New
CIM
59
Confluence Investment Management
Missouri
$303K
SFB
60
STAR Financial Bank
Indiana
$299K
BPA
61
Beacon Pointe Advisors
California
$292K +$295K +11,703 New
BMM
62
Buffington Mohr McNeal
Idaho
$250K
SPA
63
Sentinel Pension Advisors
Massachusetts
$248K +$250K +9,927 New
TC
64
Trust Company
Kansas
$245K +$247K +9,820 New
SWM
65
Segment Wealth Management
Texas
$243K +$245K +9,720 New
Lido Advisors
66
Lido Advisors
California
$227K +$229K +9,080 New
PSIWM
67
Paradigm Strategies in Wealth Management
Minnesota
$221K
GT
68
Glenview Trust
Kentucky
$215K
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$214K +$215K +8,549 New
FFG
70
Foundry Financial Group
New Hampshire
$201K +$203K +8,047 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$141K +$26.9K +1,068 +23%
PFM
72
Phillips Financial Management
Indiana
$100K
GEA
73
Glen Eagle Advisors
New Jersey
$56.2K
ACA
74
American Capital Advisory
Idaho
$55.4K
NWMP
75
Noble Wealth Management PBC
Colorado
$50K +$50.3K +2,000 New