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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
76
WrapManager Inc
California
$357K -$16.2K -649 -4%
TC
77
Trust Company
Kansas
$349K
LWL
78
Leo Wealth LLC
Texas
$331K +$2.07K +83 +0.6%
ACS
79
Archford Capital Strategies
Illinois
$325K +$15K +600 +5%
MPWT
80
MassMutual Private Wealth & Trust
Connecticut
$317K +$313K +12,545 New
BCM
81
Brookstone Capital Management
Illinois
$286K +$52.8K +2,115 +23%
PWS
82
Precision Wealth Strategies
Missouri
$258K +$255K +10,213 New
EWA
83
EP Wealth Advisors
California
$253K +$250K +10,020 New
SWM
84
Segment Wealth Management
Texas
$245K
GWCM
85
Godshalk Welsh Capital Management
Pennsylvania
$240K +$237K +9,500 New
DSA
86
Droms Strauss Advisors
Missouri
$234K +$27.9K +1,120 +14%
PAG
87
Private Advisor Group
New Jersey
$230K +$228K +9,124 New
MWM
88
Meridian Wealth Management
Kentucky
$225K +$222K +8,910 New
OFS
89
OneAscent Financial Services
Alabama
$221K -$13.5K -540 -6%
GT
90
Glenview Trust
Kentucky
$217K
RPC
91
Rossmore Private Capital
Connecticut
$216K +$214K +8,571 New
CPIA
92
Cornell Pochily Investment Advisors
New York
$205K +$203K +8,120 New
CSP
93
Cary Street Partners
Virginia
$202K
APP
94
Avantax Planning Partners
Iowa
$201K +$199K +7,977 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$167K +$1.97K +79 +1%
SPIA
96
Steward Partners Investment Advisory
New York
$76.9K +$73.7K +2,952 +3,075%
GEA
97
Glen Eagle Advisors
New Jersey
$56.8K
ACA
98
American Capital Advisory
Idaho
$56K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$50K
BC
100
Barrett & Company
Rhode Island
$45.7K +$45.2K +1,810 New