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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$561K +$553K +21,848 New
LIM
27
Leavell Investment Management
Alabama
$516K +$509K +20,105 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$457K +$110K +4,354 +32%
VBFG
29
Vishria Bird Financial Group
Tennessee
$407K +$402K +15,879 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$404K +$399K +15,743 New
UCFA
31
United Capital Financial Advisors
Texas
$366K +$160K +6,320 +79%
MPWT
32
MassMutual Private Wealth & Trust
Connecticut
$362K +$358K +14,115 New
PSIWM
33
Paradigm Strategies in Wealth Management
Minnesota
$359K +$107K +4,232 +43%
WI
34
WrapManager Inc
California
$355K -$16.1K -636 -4%
SWMG
35
Signature Wealth Management Group
Georgia
$353K +$16.6K +655 +5%
CBT
36
Crews Bank & Trust
Florida
$330K +$109K +4,300 +50%
Stifel Financial
37
Stifel Financial
Missouri
$320K +$316K +12,467 New
LPL Financial
38
LPL Financial
California
$303K
Raymond James Financial
39
Raymond James Financial
Florida
$272K -$1.17M -46,373 -81%
ACS
40
Archford Capital Strategies
Illinois
$271K +$63.3K +2,500 +31%
DSA
41
Droms Strauss Advisors
Missouri
$262K +$258K +10,199 New
FTUS
42
Flow Traders U.S.
New York
$260K -$69.4K -2,739 -21%
REMPR
43
Roof Eidam Maycock Peralta (REMP)
California
$257K +$253K +10,000 New
SWM
44
Segment Wealth Management
Texas
$244K
OFS
45
OneAscent Financial Services
Alabama
$242K +$279 +11 +0.1%
PAG
46
Private Advisor Group
New Jersey
$238K +$235K +9,270 New
RPC
47
Rossmore Private Capital
Connecticut
$216K +$214K +8,436 New
SWA
48
Stratos Wealth Advisors
Ohio
$215K -$25.3K -997 -11%
CPIA
49
Cornell Pochily Investment Advisors
New York
$205K +$203K +8,000 New
PWA
50
Physician Wealth Advisors
Utah
$167K +$165K +6,500 New