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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAG
51
RIA Advisory Group
Iowa
$1.34M +$31.4K +1,227 +2%
SPA
52
Sentinel Pension Advisors
Massachusetts
$1.29M +$5.39K +211 +0.4%
FA
53
FF Advisors
California
$1.23M -$199K -7,768 -14%
RPC
54
Rossmore Private Capital
Connecticut
$1.19M +$213K +8,321 +21%
GWCM
55
Godshalk Welsh Capital Management
Pennsylvania
$1.17M +$376K +14,700 +47%
GWMR
56
GC Wealth Management RIA
Massachusetts
$1.16M +$73.3K +2,867 +7%
EFP
57
Envision Financial Planning
Tennessee
$1.13M -$41.6K -1,627 -4%
HSG
58
Helen Stephens Group
Texas
$1.1M
BPA
59
Beacon Pointe Advisors
California
$1.08M +$351K +13,720 +47%
CIA
60
Capital Investment Advisors
Georgia
$1.07M -$61.2K -2,393 -5%
Osaic Holdings
61
Osaic Holdings
Arizona
$1.05M +$77.5K +3,033 +8%
TPWA
62
TRUE Private Wealth Advisors
Oregon
$1.02M +$99.5K +3,893 +11%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$972K +$221K +8,646 +29%
BCM
64
Brookstone Capital Management
Illinois
$965K +$132K +5,163 +16%
JIR
65
James Investment Research
Ohio
$846K
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$839K
Creative Planning
67
Creative Planning
Kansas
$827K +$329K +12,884 +65%
Mariner
68
Mariner
Kansas
$816K
PFM
69
Phillips Financial Management
Indiana
$806K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$787K +$199K +7,793 +34%
SCA
71
Snowden Capital Advisors
New York
$786K
FAC
72
Financial Advisory Corporation
Michigan
$772K
OIA
73
OneDigital Investment Advisors
Kansas
$701K -$105K -4,100 -13%
SWMG
74
Signature Wealth Management Group
Georgia
$697K -$109K -4,282 -13%
PA
75
Parallel Advisors
California
$695K +$109K +4,274 +18%