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iShares iBonds Dec 2029 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
101
Freestone Capital Holdings
Washington
$297K – – –
QCM
102
Quantinno Capital Management
New York
$294K +$297K +11,616 New
PAS
103
Park Avenue Securities
New York
$292K – – –
WWM
104
WJ Wealth Management
Arizona
$279K +$281K +11,000 New
WC
105
Wolfstich Capital
Massachusetts
$279K +$307K +12,019 New
PJSIMP
106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K +$280K +10,940 New
PIM
107
Penobscot Investment Management
Massachusetts
$267K +$57.5K +2,250 +27%
DF
108
Daviman Financial
Indiana
$255K +$36.3K +1,419 +16%
EWA
109
EP Wealth Advisors
California
$254K – – –
SWM
110
Segment Wealth Management
Texas
$246K – – –
CPIA
111
Cornell Pochily Investment Advisors
New York
$235K +$9.59K +375 +4%
CSP
112
Cary Street Partners
Virginia
$220K – – –
HW
113
HORAN Wealth
Ohio
$217K +$218K +8,517 New
WCM
114
WealthBridge Capital Management
Ohio
$208K +$210K +8,211 New
APP
115
Avantax Planning Partners
Iowa
$202K – – –
Jones Financial Companies
116
Jones Financial Companies
Missouri
$140K +$101K +3,933 +246%
SPIA
117
Steward Partners Investment Advisory
New York
$77.3K – – –
HI
118
Harbour Investments
Wisconsin
$67.3K +$256 +10 +0.4%
GEA
119
Glen Eagle Advisors
New Jersey
$57K – – –
ACA
120
American Capital Advisory
Idaho
$56.3K – – –
BWM
121
Bullock Wealth Management
Indiana
$51K +$230 +9 +0.4%
NWMP
122
Noble Wealth Management PBC
Colorado
$50.7K – – –
BC
123
Barrett & Company
Rhode Island
$45.9K – – –
PGAM
124
Princeton Global Asset Management
New Jersey
$30.4K – – –
AA
125
Addison Advisors
Vermont
$25.5K – – –