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iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
51
Curbstone Financial Management Corp
New Hampshire
$896K +$348K +13,450 +63%
RPC
52
Rossmore Private Capital
Connecticut
$889K +$492K +19,027 +124%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$864K +$134K +5,170 +18%
CIA
54
Capital Investment Advisors
Georgia
$842K -$11K -426 -1%
VA
55
Valmark Advisers
Ohio
$807K +$42.1K +1,627 +6%
EC
56
Elequin Capital
New York
$796K +$797K +30,782 New
NA
57
Nestegg Advisors
New York
$779K -$767K -29,653 -50%
HSG
58
Helen Stephens Group
Texas
$757K -$340K -13,149 -31%
LIM
59
Leavell Investment Management
Alabama
$746K +$106K +4,100 +17%
Stifel Financial
60
Stifel Financial
Missouri
$726K +$162K +6,265 +29%
SWM
61
Silverlake Wealth Management
Vermont
$702K +$201K +7,776 +40%
MW
62
Members Wealth
Pennsylvania
$657K +$234K +9,036 +55%
OFS
63
OneAscent Financial Services
Alabama
$655K +$400K +15,475 +157%
MWM
64
Modern Wealth Management
Kansas
$572K +$573K +22,125 New
CIAS
65
CFS Investment Advisory Services
New Jersey
$572K -$86.8K -3,353 -13%
DSA
66
Droms Strauss Advisors
Missouri
$570K +$221K +8,548 +63%
SMC
67
Smith, Moore & Co
Missouri
$542K +$32K +1,237 +6%
BPA
68
Beacon Pointe Advisors
California
$485K +$155 +6 +0%
IA
69
IFP Advisors
Florida
$484K +$148K +5,729 +44%
REMPR
70
Roof Eidam Maycock Peralta (REMP)
California
$462K – – –
PA
71
Parallel Advisors
California
$443K +$20.1K +778 +5%
PSIWM
72
Paradigm Strategies in Wealth Management
Minnesota
$429K +$66.9K +2,587 +18%
CIC
73
Carnegie Investment Counsel
Ohio
$414K +$414K +16,000 New
PFM
74
Phillips Financial Management
Indiana
$351K – – –
WCP
75
Wick Capital Partners
Pennsylvania
$343K +$343K +13,258 New