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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Silverlake Wealth Management
Vermont
$734K +$97.9K +3,863 +15%
PA
77
Parallel Advisors
California
$717K +$20.1K +792 +3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$707K +$47.6K +1,876 +7%
Citadel Advisors
79
Citadel Advisors
Florida
$674K +$673K +26,531 New
Creative Planning
80
Creative Planning
Kansas
$670K -$158K -6,243 -19%
FAC
81
Financial Advisory Corporation
Michigan
$662K -$111K -4,386 -14%
OIA
82
OneDigital Investment Advisors
Kansas
$655K -$46.9K -1,849 -7%
OFS
83
OneAscent Financial Services
Alabama
$592K +$591K +23,299 New
SMC
84
Smith, Moore & Co
Missouri
$590K +$55.7K +2,199 +10%
CIAS
85
CFS Investment Advisory Services
New Jersey
$587K -$104K -4,104 -15%
MWM
86
Modern Wealth Management
Kansas
$574K +$573K +22,604 New
SG
87
Strid Group
Pennsylvania
$546K
NDSI
88
Newman Dignan & Sheerar Inc
Rhode Island
$516K
PSIWM
89
Paradigm Strategies in Wealth Management
Minnesota
$512K +$55.1K +2,173 +12%
SCG
90
Sonata Capital Group
Washington
$499K
SFG
91
Sovereign Financial Group
Connecticut
$499K
AM
92
Atwater Malick
Pennsylvania
$489K +$45.2K +1,784 +10%
DSA
93
Droms Strauss Advisors
Missouri
$485K +$484K +19,104 New
GT
94
Glenview Trust
Kentucky
$483K +$88.7K +3,500 +23%
CBT
95
Crews Bank & Trust
Florida
$460K
CIC
96
Carnegie Investment Counsel
Ohio
$406K +$406K +16,000 New
PA
97
PSI Advisors
Florida
$350K -$254K -10,000 -42%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$345K +$344K +13,583 New
Financial Engines Advisors
99
Financial Engines Advisors
California
$343K -$5.63K -222 -2%
KA
100
Klingman & Associates
New York
$343K -$39.9K -1,575 -10%