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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
CFS Investment Advisory Services
New Jersey
$692K -$43K -1,682 -6%
IA
77
IFP Advisors
Florida
$681K +$50.7K +1,983 +8%
1L
78
10Elms LLP
Oklahoma
$659K +$143K +5,600 +27%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$658K -$22.4K -877 -3%
MW
80
Members Wealth
Pennsylvania
$638K +$175K +6,845 +38%
SWM
81
Silverlake Wealth Management
Vermont
$635K +$640K +25,042 New
PA
82
PSI Advisors
Florida
$603K -$690K -27,000 -53%
PCH
83
PGIM Custom Harvest
New Jersey
$597K -$36K -1,407 -6%
JP Morgan Chase
84
JP Morgan Chase
New York
$587K +$593K +23,188 New
SG
85
Strid Group
Pennsylvania
$545K +$550K +21,500 New
SMC
86
Smith, Moore & Co
Missouri
$534K +$64.3K +2,516 +14%
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$516K -$51.1K -2,000 -9%
PCIA
88
Prime Capital Investment Advisors
Kansas
$503K -$17K -666 -3%
SCG
89
Sonata Capital Group
Washington
$499K +$503K +19,673 New
SFG
90
Sovereign Financial Group
Connecticut
$498K +$502K +19,654 New
CBT
91
Crews Bank & Trust
Florida
$459K
PSIWM
92
Paradigm Strategies in Wealth Management
Minnesota
$456K +$11.5K +449 +3%
AM
93
Atwater Malick
Pennsylvania
$443K +$120K +4,694 +37%
LWL
94
Leo Wealth LLC
Texas
$433K +$39.4K +1,541 +10%
GT
95
Glenview Trust
Kentucky
$393K +$177K +6,906 +80%
KA
96
Klingman & Associates
New York
$382K -$2.68K -105 -0.7%
Financial Engines Advisors
97
Financial Engines Advisors
California
$348K -$34.4K -1,346 -9%
ACS
98
Archford Capital Strategies
Illinois
$339K +$14.9K +583 +5%
PAG
99
Private Advisor Group
New Jersey
$318K
TC
100
Trust Company
Kansas
$301K -$49.9K -1,953 -14%