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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
$824K +$109K +4,300 +15%
Mariner
52
Mariner
Kansas
$822K +$446K +17,547 +120%
PFM
53
Phillips Financial Management
Indiana
$812K
SWMG
54
Signature Wealth Management Group
Georgia
$805K -$1.3K -51 -0.2%
FA
55
FF Advisors
California
$797K +$5.54K +218 +0.7%
SCA
56
Snowden Capital Advisors
New York
$791K
BPA
57
Beacon Pointe Advisors
California
$787K +$356K +14,008 +83%
EC
58
Elequin Capital
New York
$756K +$753K +29,607 New
BSAM
59
Blue Square Asset Management
New York
$730K -$17.5K -689 -2%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$725K +$4.78K +188 +0.7%
VA
61
Valmark Advisers
Ohio
$701K +$63.4K +2,493 +10%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$685K -$737 -29 -0.1%
ST
63
Spinnaker Trust
Maine
$672K +$251K +9,870 +60%
PCH
64
PGIM Custom Harvest
New Jersey
$650K -$24.2K -952 -4%
CIAS
65
CFS Investment Advisory Services
New Jersey
$614K -$19.2K -755 -3%
BCM
66
Brookstone Capital Management
Illinois
$613K +$322K +12,655 +112%
GWCM
67
Godshalk Welsh Capital Management
Pennsylvania
$608K +$364K +14,300 +151%
FTUS
68
Flow Traders U.S.
New York
$590K +$50.5K +1,988 +9%
NDSI
69
Newman Dignan & Sheerar Inc
Rhode Island
$570K +$151K +5,928 +36%
KA
70
Klingman & Associates
New York
$546K -$20.2K -793 -4%
IA
71
IFP Advisors
Florida
$539K +$1.83K +72 +0.3%
1L
72
10Elms LLP
Oklahoma
$521K +$17.8K +700 +4%
PA
73
Parallel Advisors
California
$517K -$16K -630 -3%
Creative Planning
74
Creative Planning
Kansas
$504K +$502K +19,743 New
PCIA
75
Prime Capital Investment Advisors
Kansas
$502K -$35.4K -1,393 -7%