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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCP
76
Wick Capital Partners
Pennsylvania
$343K +$343K +13,258 New
Financial Engines Advisors
77
Financial Engines Advisors
California
$342K -$7.97K -308 -2%
OIA
78
OneDigital Investment Advisors
Kansas
$340K -$30K -1,161 -8%
VAG
79
VisionPoint Advisory Group
Texas
$328K
PJSIMP
80
P.J. Schmidt Investment Management (PJS)
Wisconsin
$320K +$9.99K +386 +3%
FCH
81
Freestone Capital Holdings
Washington
$296K
CBT
82
Crews Bank & Trust
Florida
$292K
WWM
83
WJ Wealth Management
Arizona
$285K +$285K +11,000 New
HFO
84
Heritage Family Offices
Arizona
$282K +$282K +10,900 New
PEWA
85
Pacific Excel Wealth Advisors
California
$282K +$282K +10,900 New
IA
86
IFG Advisory
Georgia
$278K +$278K +10,756 New
FFG
87
Foundry Financial Group
New Hampshire
$271K +$10.2K +394 +4%
WIC
88
Woodmont Investment Counsel
Tennessee
$247K -$96.3K -3,721 -28%
SWM
89
Segment Wealth Management
Texas
$246K
CPIA
90
Cornell Pochily Investment Advisors
New York
$231K -$4.01K -155 -2%
WCM
91
WealthBridge Capital Management
Ohio
$223K +$15.6K +604 +8%
ACS
92
Archford Capital Strategies
Illinois
$223K -$51.3K -1,981 -19%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$220K +$220K +8,514 New
HCM
94
Howland Capital Management
Massachusetts
$217K +$217K +8,380 New
QCM
95
Quantinno Capital Management
New York
$204K +$204K +7,902 New
1L
96
10Elms LLP
Oklahoma
$202K +$25.9K +1,000 +15%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$201K +$202K +7,787 New
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$201K +$201K +7,768 New
Citadel Advisors
99
Citadel Advisors
Florida
$201K -$133K -5,141 -40%
EWA
100
EP Wealth Advisors
California
$179K +$179K +6,924 New