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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$509K +$468K +17,987 +1,152%
EC
52
Elequin Capital
New York
$500K -$757K -29,087 -60%
Stifel Financial
53
Stifel Financial
Missouri
$498K +$99K +3,807 +25%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$469K +$5.18K +199 +1%
REMPR
55
Roof Eidam Maycock Peralta (REMP)
California
$465K
SMC
56
Smith, Moore & Co
Missouri
$451K +$450K +17,310 New
PA
57
Parallel Advisors
California
$409K +$73.9K +2,840 +22%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$403K +$402K +15,450 New
RPC
59
Rossmore Private Capital
Connecticut
$400K +$179K +6,900 +82%
Financial Engines Advisors
60
Financial Engines Advisors
California
$389K +$110K +4,224 +39%
PSIWM
61
Paradigm Strategies in Wealth Management
Minnesota
$365K
SWMG
62
Signature Wealth Management Group
Georgia
$357K
OIA
63
OneDigital Investment Advisors
Kansas
$357K +$356K +13,700 New
WIC
64
Woodmont Investment Counsel
Tennessee
$346K +$54.9K +2,112 +19%
IA
65
IFP Advisors
Florida
$338K +$252K +9,693 +296%
FCH
66
Freestone Capital Holdings
Washington
$298K
CBT
67
Crews Bank & Trust
Florida
$294K -$40.6K -1,560 -12%
FFG
68
Foundry Financial Group
New Hampshire
$284K +$283K +10,880 New
DSA
69
Droms Strauss Advisors
Missouri
$275K +$8.4K +323 +3%
ACS
70
Archford Capital Strategies
Illinois
$263K -$13.7K -528 -5%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$251K -$64.3K -2,471 -20%
SWM
72
Segment Wealth Management
Texas
$247K
PAG
73
Private Advisor Group
New Jersey
$242K
CPIA
74
Cornell Pochily Investment Advisors
New York
$228K
1L
75
10Elms LLP
Oklahoma
$178K +$29.9K +1,150 +20%