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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$466K +$101K +3,981 +28%
MW
77
Members Wealth
Pennsylvania
$465K +$464K +18,240 New
CBT
78
Crews Bank & Trust
Florida
$452K
PSIWM
79
Paradigm Strategies in Wealth Management
Minnesota
$400K +$25K +983 +7%
LWL
80
Leo Wealth LLC
Texas
$393K +$58.8K +2,313 +18%
Financial Engines Advisors
81
Financial Engines Advisors
California
$359K +$357K +14,048 New
TC
82
Trust Company
Kansas
$353K
ACS
83
Archford Capital Strategies
Illinois
$351K +$22.6K +889 +7%
PAG
84
Private Advisor Group
New Jersey
$320K +$86.6K +3,408 +37%
FCH
85
Freestone Capital Holdings
Washington
$299K +$297K +11,700 New
PAS
86
Park Avenue Securities
New York
$294K +$293K +11,516 New
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$285K +$115K +4,515 +68%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$279K +$278K +10,918 New
MWM
89
Meridian Wealth Management
Kentucky
$263K +$35.6K +1,402 +16%
RPC
90
Rossmore Private Capital
Connecticut
$254K +$35K +1,376 +16%
SWM
91
Segment Wealth Management
Texas
$248K
OFS
92
OneAscent Financial Services
Alabama
$246K +$21.6K +851 +10%
CPIA
93
Cornell Pochily Investment Advisors
New York
$227K +$19.7K +775 +10%
CSP
94
Cary Street Partners
Virginia
$222K +$17.5K +690 +9%
GT
95
Glenview Trust
Kentucky
$220K
PIM
96
Penobscot Investment Management
Massachusetts
$212K +$211K +8,300 New
DSA
97
Droms Strauss Advisors
Missouri
$210K -$26.4K -1,039 -11%
APP
98
Avantax Planning Partners
Iowa
$204K
MPWT
99
MassMutual Private Wealth & Trust
Connecticut
$197K -$123K -4,821 -38%
SPIA
100
Steward Partners Investment Advisory
New York
$77.8K