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IBMS

iShares iBonds Dec 2030 Term Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Physician Wealth Advisors
Utah
$168K
AA
102
Addison Advisors
Vermont
$119K +$36.4K +1,405 +44%
Osaic Holdings
103
Osaic Holdings
Arizona
$115K +$56.9K +2,197 +98%
MB
104
MidFirst Bank
Oklahoma
$105K +$53.3K +2,060 +103%
PGAM
105
Princeton Global Asset Management
New Jersey
$99.9K +$99.9K +3,860 New
HI
106
Harbour Investments
Wisconsin
$87.8K +$543 +21 +0.6%
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$79.7K -$79.7K -3,079 -50%
ATC
108
Adirondack Trust Company
New York
$74.7K +$40.2K +1,553 +116%
TRCT
109
Tower Research Capital (TRC)
New York
$70.1K
BWM
110
Bullock Wealth Management
Indiana
$51.6K +$51.6K +1,993 New
GRP
111
Global Retirement Partners
California
$46.8K +$46.8K +1,809 New
BC
112
Barrett & Company
Rhode Island
$46.2K
SVWA
113
Sarver Vrooman Wealth Advisors
Missouri
$40.6K +$8.07K +312 +25%
CFSG
114
Community Financial Services Group
Vermont
$25K +$25K +967 New
BlackRock
115
BlackRock
New York
$3.91K
FTUS
116
Flow Traders U.S.
New York
-$1.43M -55,377 Closed
Creative Planning
117
Creative Planning
Kansas
-$316K -12,229 Closed
JP Morgan Chase
118
JP Morgan Chase
New York
-$250K -9,689 Closed
PAG
119
Private Advisor Group
New Jersey
-$239K -9,270 Closed
RFP
120
Root Financial Partners
California
-$3.36K -130 Closed