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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
76
OneAscent Financial Services
Alabama
$234K +$234K +9,329 New
BCM
77
Brookstone Capital Management
Illinois
$231K +$231K +9,226 New
GT
78
Glenview Trust
Kentucky
$216K
DSA
79
Droms Strauss Advisors
Missouri
$204K +$205K +8,164 New
CSP
80
Cary Street Partners
Virginia
$200K +$201K +7,996 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$164K +$22.7K +905 +16%
HBT
82
Hills Bank & Trust
Iowa
$150K +$150K +5,981 New
GEA
83
Glen Eagle Advisors
New Jersey
$56.3K
ACA
84
American Capital Advisory
Idaho
$55.6K
EC
85
Elequin Capital
New York
$50.2K +$50.3K +2,004 New
NWMP
86
Noble Wealth Management PBC
Colorado
$50.1K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$50K +$50.2K +2,000 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$35.5K +$35.6K +1,418 New
PGAM
89
Princeton Global Asset Management
New Jersey
$27.5K +$27.6K +1,100 New
AF
90
Allworth Financial
California
$20.6K
CF
91
Collier Financial
Colorado
$9.92K
SC
92
Stephens Consulting
Michigan
$7.91K
AA
93
Addison Advisors
Vermont
$4.51K
BlackRock
94
BlackRock
New York
$3.71K
SPIA
95
Steward Partners Investment Advisory
New York
$2.4K -$24.1K -961 -91%
PS
96
Principal Securities
Iowa
$500
SWA
97
Sax Wealth Advisors
New Jersey
-$1.38M -60,061 Closed
NDSI
98
Newman Dignan & Sheerar Inc
Rhode Island
-$375K -15,001 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
-$214K -8,549 Closed
FFG
100
Foundry Financial Group
New Hampshire
-$201K -8,047 Closed