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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$633K +$96.4K +3,791 +18%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$591K +$540K +21,251 +1,063%
PA
78
Parallel Advisors
California
$589K +$74K +2,911 +14%
NDSI
79
Newman Dignan & Sheerar Inc
Rhode Island
$568K
PPWM
80
PFG Private Wealth Management
Florida
$525K +$525K +20,633 New
PCIA
81
Prime Capital Investment Advisors
Kansas
$521K +$21.7K +853 +4%
1L
82
10Elms LLP
Oklahoma
$519K
Creative Planning
83
Creative Planning
Kansas
$502K
SMC
84
Smith, Moore & Co
Missouri
$471K +$6.76K +266 +1%
MW
85
Members Wealth
Pennsylvania
$467K
CBT
86
Crews Bank & Trust
Florida
$461K +$10.6K +415 +2%
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$446K +$48K +1,890 +12%
LWL
88
Leo Wealth LLC
Texas
$395K +$2.85K +112 +0.7%
KA
89
Klingman & Associates
New York
$386K -$158K -6,210 -29%
Financial Engines Advisors
90
Financial Engines Advisors
California
$383K +$25.7K +1,011 +7%
TC
91
Trust Company
Kansas
$351K +$25 +1 +0%
ACS
92
Archford Capital Strategies
Illinois
$325K -$24.7K -970 -7%
AM
93
Atwater Malick
Pennsylvania
$325K +$325K +12,787 New
Goldman Sachs
94
Goldman Sachs
New York
$324K +$324K +12,736 New
PAG
95
Private Advisor Group
New Jersey
$319K
FCH
96
Freestone Capital Holdings
Washington
$298K
PAS
97
Park Avenue Securities
New York
$293K
EWA
98
EP Wealth Advisors
California
$255K +$255K +10,020 New
SWM
99
Segment Wealth Management
Texas
$247K
CPIA
100
Cornell Pochily Investment Advisors
New York
$226K