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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$733K +$199K +7,606 +37%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$729K +$267K +10,203 +57%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$721K
CIAS
54
CFS Investment Advisory Services
New Jersey
$661K -$46K -1,756 -6%
LIM
55
Leavell Investment Management
Alabama
$639K +$34.9K +1,335 +6%
CWP
56
Cyndeo Wealth Partners
Florida
$637K +$645K +24,659 New
Stifel Financial
57
Stifel Financial
Missouri
$563K +$70.3K +2,685 +14%
CFMC
58
Curbstone Financial Management Corp
New Hampshire
$548K +$151K +5,750 +37%
GHA
59
Granite Harbor Advisors
Texas
$545K
SMC
60
Smith, Moore & Co
Missouri
$509K +$63.2K +2,415 +14%
SWM
61
Silverlake Wealth Management
Vermont
$500K +$507K +19,350 New
BPA
62
Beacon Pointe Advisors
California
$484K +$490K +18,736 New
REMPR
63
Roof Eidam Maycock Peralta (REMP)
California
$461K
MW
64
Members Wealth
Pennsylvania
$425K +$428K +16,354 New
PA
65
Parallel Advisors
California
$422K +$16.6K +634 +4%
RPC
66
Rossmore Private Capital
Connecticut
$396K
HBT
67
Hills Bank & Trust
Iowa
$377K +$205K +7,834 +116%
OIA
68
OneDigital Investment Advisors
Kansas
$370K +$16.3K +621 +5%
SWMG
69
Signature Wealth Management Group
Georgia
$366K +$12K +460 +3%
PSIWM
70
Paradigm Strategies in Wealth Management
Minnesota
$362K
PFM
71
Phillips Financial Management
Indiana
$351K +$355K +13,574 New
Financial Engines Advisors
72
Financial Engines Advisors
California
$349K -$37K -1,413 -9%
DSA
73
Droms Strauss Advisors
Missouri
$348K +$77K +2,942 +28%
WIC
74
Woodmont Investment Counsel
Tennessee
$343K
IA
75
IFP Advisors
Florida
$335K +$262 +10 +0.1%