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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$1.42M +$434K +16,675 +44%
AWA
27
Argo Wealth Advisory
Virginia
$1.3M +$1.3M +50,063 New
Raymond James Financial
28
Raymond James Financial
Florida
$1.28M +$456K +17,516 +55%
Goldman Sachs
29
Goldman Sachs
New York
$1.14M +$1.14M +43,737 New
HSG
30
Helen Stephens Group
Texas
$1.11M +$205K +7,884 +23%
GWMR
31
GC Wealth Management RIA
Massachusetts
$1.08M +$188K +7,241 +21%
LPL Financial
32
LPL Financial
California
$1.05M +$737K +28,347 +240%
UBS Group
33
UBS Group
Switzerland
$1.04M +$741K +28,469 +252%
SVWAG
34
Sound View Wealth Advisors Group
Georgia
$999K +$171K +6,580 +21%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$956K +$183K +7,038 +24%
CIA
36
Capital Investment Advisors
Georgia
$943K +$118K +4,542 +14%
SA
37
Sanctuary Advisors
Indiana
$940K +$938K +36,053 New
NDSI
38
Newman Dignan & Sheerar Inc
Rhode Island
$934K +$125K +4,822 +16%
Focus Partners Wealth
39
Focus Partners Wealth
Massachusetts
$840K +$80.2K +3,084 +11%
BCM
40
Brookstone Capital Management
Illinois
$822K +$821K +31,560 New
GWCM
41
Godshalk Welsh Capital Management
Pennsylvania
$732K +$497K +19,100 +212%
TPWA
42
TRUE Private Wealth Advisors
Oregon
$727K +$726K +27,901 New
VA
43
Valmark Advisers
Ohio
$713K +$28.2K +1,085 +4%
CIAS
44
CFS Investment Advisory Services
New Jersey
$709K +$707K +27,194 New
BSAM
45
Blue Square Asset Management
New York
$689K +$90.7K +3,487 +15%
LIM
46
Leavell Investment Management
Alabama
$610K -$149K -5,725 -20%
ST
47
Spinnaker Trust
Maine
$604K +$603K +23,183 New
GHA
48
Granite Harbor Advisors
Texas
$549K +$548K +21,085 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$542K +$541K +20,783 New
PPWM
50
PFG Private Wealth Management
Florida
$524K +$523K +20,120 New