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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
26
Newman Dignan & Sheerar Inc
Rhode Island
$809K
BCI
27
Brinker Capital Investments
Pennsylvania
$793K +$787K +30,420 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$773K -$44.1K -1,702 -5%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$760K +$189K +7,285 +33%
LIM
30
Leavell Investment Management
Alabama
$759K +$233K +9,010 +45%
VA
31
Valmark Advisers
Ohio
$685K +$61.4K +2,373 +10%
UCFA
32
United Capital Financial Advisors
Texas
$673K +$299K +11,538 +81%
BSAM
33
Blue Square Asset Management
New York
$599K +$594K +22,954 New
Mariner
34
Mariner
Kansas
$554K +$549K +21,230 New
REMPR
35
Roof Eidam Maycock Peralta (REMP)
California
$466K +$203K +7,850 +79%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$464K +$336 +13 +0.1%
Stifel Financial
37
Stifel Financial
Missouri
$399K +$73.4K +2,837 +23%
PSIWM
38
Paradigm Strategies in Wealth Management
Minnesota
$365K
SWMG
39
Signature Wealth Management Group
Georgia
$357K -$1.86K -72 -0.5%
PA
40
Parallel Advisors
California
$336K +$243K +9,370 +268%
CBT
41
Crews Bank & Trust
Florida
$335K
MPWT
42
MassMutual Private Wealth & Trust
Connecticut
$315K -$52.2K -2,018 -14%
LPL Financial
43
LPL Financial
California
$308K
FCH
44
Freestone Capital Holdings
Washington
$298K +$296K +11,431 New
UBS Group
45
UBS Group
Switzerland
$294K +$292K +11,279 New
FTUS
46
Flow Traders U.S.
New York
$291K +$26.7K +1,031 +10%
WIC
47
Woodmont Investment Counsel
Tennessee
$291K +$289K +11,155 New
Financial Engines Advisors
48
Financial Engines Advisors
California
$279K +$277K +10,712 New
ACS
49
Archford Capital Strategies
Illinois
$277K +$1.6K +62 +0.6%
DSA
50
Droms Strauss Advisors
Missouri
$266K +$336 +13 +0.1%