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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$333K +$338K +12,898 New
VAG
77
VisionPoint Advisory Group
Texas
$328K +$332K +12,684 New
Creative Planning
78
Creative Planning
Kansas
$316K +$320K +12,229 New
PJSIMP
79
P.J. Schmidt Investment Management (PJS)
Wisconsin
$309K +$313K +11,974 New
FCH
80
Freestone Capital Holdings
Washington
$295K
CBT
81
Crews Bank & Trust
Florida
$292K
IWC
82
Integrated Wealth Concepts
Massachusetts
$289K +$292K +11,174 New
ACS
83
Archford Capital Strategies
Illinois
$273K +$12.9K +493 +5%
FFG
84
Foundry Financial Group
New Hampshire
$260K -$21.1K -806 -7%
OFS
85
OneAscent Financial Services
Alabama
$254K +$258K +9,838 New
JP Morgan Chase
86
JP Morgan Chase
New York
$250K +$254K +9,689 New
SWM
87
Segment Wealth Management
Texas
$245K
PAG
88
Private Advisor Group
New Jersey
$239K
CPIA
89
Cornell Pochily Investment Advisors
New York
$235K +$9.03K +345 +4%
WCM
90
WealthBridge Capital Management
Ohio
$207K +$210K +8,014 New
1L
91
10Elms LLP
Oklahoma
$176K
PWA
92
Physician Wealth Advisors
Utah
$168K
OSAM
93
O'Shaughnessy Asset Management
Connecticut
$159K
HI
94
Harbour Investments
Wisconsin
$87.1K +$62K +2,370 +236%
AA
95
Addison Advisors
Vermont
$82.1K
TRCT
96
Tower Research Capital (TRC)
New York
$70K
Osaic Holdings
97
Osaic Holdings
Arizona
$57.8K +$5K +191 +9%
MB
98
MidFirst Bank
Oklahoma
$51.7K +$52.4K +2,000 New
BC
99
Barrett & Company
Rhode Island
$46.1K
ATC
100
Adirondack Trust Company
New York
$34.5K +$34.9K +1,335 New