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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Capital Investment Advisors
Georgia
$1.13M +$14.9K +587 +1%
HSG
52
Helen Stephens Group
Texas
$1.1M +$205K +8,070 +23%
GWMR
53
GC Wealth Management RIA
Massachusetts
$1.09M +$182K +7,145 +20%
CWP
54
Cyndeo Wealth Partners
Florida
$1.07M +$1.07M +42,049 New
RPC
55
Rossmore Private Capital
Connecticut
$985K +$731K +28,769 +289%
Osaic Holdings
56
Osaic Holdings
Arizona
$979K +$113K +4,455 +13%
TPWA
57
TRUE Private Wealth Advisors
Oregon
$927K +$926K +36,436 New
JIR
58
James Investment Research
Ohio
$849K -$21.4K -841 -2%
REMPR
59
Roof Eidam Maycock Peralta (REMP)
California
$842K
BCM
60
Brookstone Capital Management
Illinois
$837K +$227K +8,926 +37%
Mariner
61
Mariner
Kansas
$819K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$814K +$92.1K +3,625 +13%
PFM
63
Phillips Financial Management
Indiana
$808K
SWMG
64
Signature Wealth Management Group
Georgia
$808K +$5.92K +233 +0.7%
OIA
65
OneDigital Investment Advisors
Kansas
$808K +$807K +31,758 New
GWCM
66
Godshalk Welsh Capital Management
Pennsylvania
$796K +$191K +7,500 +32%
SCA
67
Snowden Capital Advisors
New York
$788K
BSAM
68
Blue Square Asset Management
New York
$776K +$48.4K +1,905 +7%
FAC
69
Financial Advisory Corporation
Michigan
$774K +$774K +30,453 New
EC
70
Elequin Capital
New York
$773K +$20.3K +799 +3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$755K -$106K -4,178 -12%
BPA
72
Beacon Pointe Advisors
California
$738K -$46.6K -1,832 -6%
CIAS
73
CFS Investment Advisory Services
New Jersey
$735K +$122K +4,780 +20%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$683K +$178 +7 +0%
PCH
75
PGIM Custom Harvest
New Jersey
$635K -$12.7K -498 -2%