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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
51
Leavell Investment Management
Alabama
$728K +$375K +15,045 +109%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$712K +$130K +5,193 +23%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$706K +$698K +27,970 New
AssetMark Inc
54
AssetMark Inc
California
$690K +$441K +17,671 +183%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$678K +$671K +26,870 New
PCH
56
PGIM Custom Harvest
New Jersey
$667K +$239K +9,564 +57%
VA
57
Valmark Advisers
Ohio
$630K +$74.2K +2,973 +14%
CIAS
58
CFS Investment Advisory Services
New Jersey
$628K -$3.67K -147 -0.6%
PPWM
59
PFG Private Wealth Management
Florida
$592K
KA
60
Klingman & Associates
New York
$559K -$4.99K -200 -0.9%
PWM
61
Partners Wealth Management
California
$539K
FTUS
62
Flow Traders U.S.
New York
$533K +$527K +21,128 New
IA
63
IFP Advisors
Florida
$531K +$88.5K +3,545 +20%
PCIA
64
Prime Capital Investment Advisors
Kansas
$531K -$6.61K -265 -1%
PA
65
Parallel Advisors
California
$527K +$29.4K +1,179 +6%
1L
66
10Elms LLP
Oklahoma
$497K +$8.73K +350 +2%
CBT
67
Crews Bank & Trust
Florida
$447K
BPA
68
Beacon Pointe Advisors
California
$425K +$2.27K +91 +0.5%
ST
69
Spinnaker Trust
Maine
$415K +$410K +16,450 New
NDSI
70
Newman Dignan & Sheerar Inc
Rhode Island
$414K +$410K +16,414 New
VBFG
71
Vishria Bird Financial Group
Tennessee
$406K +$402K +16,096 New
ECM
72
Exchange Capital Management
Michigan
$394K -$30.9K -1,240 -7%
PSIWM
73
Paradigm Strategies in Wealth Management
Minnesota
$370K +$130K +5,229 +55%
Mariner
74
Mariner
Kansas
$370K
SMC
75
Smith, Moore & Co
Missouri
$361K +$357K +14,291 New