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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
101
Cary Street Partners
Virginia
$221K
DF
102
Daviman Financial
Indiana
$220K +$220K +8,639 New
GT
103
Glenview Trust
Kentucky
$219K
PIM
104
Penobscot Investment Management
Massachusetts
$211K
APP
105
Avantax Planning Partners
Iowa
$203K
MPWT
106
MassMutual Private Wealth & Trust
Connecticut
$156K -$40.1K -1,578 -20%
SPIA
107
Steward Partners Investment Advisory
New York
$77.5K
HI
108
Harbour Investments
Wisconsin
$67.2K +$559 +22 +0.8%
GEA
109
Glen Eagle Advisors
New Jersey
$57.2K
ACA
110
American Capital Advisory
Idaho
$56.4K
NWMP
111
Noble Wealth Management PBC
Colorado
$50.9K
BC
112
Barrett & Company
Rhode Island
$46K
Jones Financial Companies
113
Jones Financial Companies
Missouri
$40.6K +$39.4K +1,549 +3,296%
PGAM
114
Princeton Global Asset Management
New Jersey
$30.5K +$2.54K +100 +9%
AA
115
Addison Advisors
Vermont
$25.6K
SC
116
Stephens Consulting
Michigan
$8.04K
BlackRock
117
BlackRock
New York
$3.84K
SIS
118
Sound Income Strategies
Florida
$1.13K +$1.12K +44 New
AWM
119
AE Wealth Management
Kansas
$966 +$966 +38 New
SCM
120
Spreng Capital Management
Ohio
-$6.12M -260,831 Closed
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
-$3.13M -122,427 Closed
QFA
122
Quantum Financial Advisors
California
-$3.08M -120,758 Closed
BCI
123
Brinker Capital Investments
Pennsylvania
-$1.1M -42,985 Closed
FTUS
124
Flow Traders U.S.
New York
-$590K -23,116 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
-$279K -10,918 Closed