iShares iBonds Dec 2029 Term Muni Bond ETF(IBMR)

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iShares iBonds Dec 2029 Term Muni Bond ETF(IBMR)

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$25.25—

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IBMR(IBMR)

IBMR

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 154 Institutional Holders

Holder	Shares	Date	Change	% Held
Paradiem, LLC	396.38K	Jun 30, 26	--	2.18%
Praetorian Wealth Management, Inc.	253.19K	Jun 30, 26	+4.39K	1.40%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	250.50K	Jun 30, 26	+29.75K	1.38%
Cyndeo Wealth Partners, LLC	175.87K	Jun 30, 26	+15.05K	0.97%
Kesler, Norman & Wride, LLC	165.93K	Jun 30, 26	+165.93K	0.91%
LITTLEJOHN FINANCIAL SERVICES, INC.	142.62K	Jun 30, 26	+142.62K	0.79%
HOWLAND CAPITAL MANAGEMENT LLC	134.93K	Jun 30, 26	-35.04K	0.74%
Cypress Point Wealth Management, LLC	119.72K	Jun 30, 26	+119.72K	0.66%
LEAVELL INVESTMENT MANAGEMENT, INC.	92.95K	Jun 30, 26	+4.00K	0.51%
CONFLUENCE INVESTMENT MANAGEMENT LLC	87.48K	Jun 30, 26	+771	0.48%
BENJAMIN EDWARDS INC	78.60K	Jun 30, 26	+2.00K	0.43%
RIA Advisory Group LLC	68.63K	Jun 30, 26	+15.93K	0.38%
Curbstone Financial Management Corp	66.17K	Jun 30, 26	--	0.36%
TRUE Private Wealth Advisors	63.57K	Jun 30, 26	+23.24K	0.35%
BLUE SQUARE ASSET MANAGEMENT, LLC	62.89K	Jun 30, 26	-293	0.35%
Brookstone Capital Management	58.09K	Jun 30, 26	+20.00K	0.32%
SENTINEL PENSION ADVISORS INC	51.49K	Jun 30, 26	+429	0.28%
Catalytic Wealth RIA, LLC	46.79K	Jun 30, 26	+934	0.26%
MEMBERS WEALTH LLC	44.17K	Jun 30, 26	+19.09K	0.24%
JAMES INVESTMENT RESEARCH INC	33.37K	Jun 30, 26	--	0.18%
IFP Advisors, Inc	33.10K	Jun 30, 26	+6.22K	0.18%
ROOF EIDAM & MAYCOCK/ADV	33.10K	Jun 30, 26	--	0.18%
Financial Advisory Corp	26.07K	Jun 30, 26	-4.39K	0.14%
CFS Investment Advisory Services, LLC	23.13K	Jun 30, 26	-4.10K	0.13%
Strid Group, LLC	21.50K	Jun 30, 26	--	0.12%
Newman Dignan & Sheerar, Inc.	20.34K	Jun 30, 26	--	0.11%
Paradigm, Strategies in Wealth Management, LLC	20.17K	Jun 30, 26	+2.17K	0.11%
SONATA CAPITAL GROUP INC	19.67K	Jun 30, 26	--	0.11%
Sovereign Financial Group, Inc.	19.65K	Jun 30, 26	--	0.11%
Crews Bank & Trust	18.13K	Jun 30, 26	--	0.10%
Trust Co	11.86K	Jun 30, 26	--	0.07%
PARK AVENUE SECURITIES LLC	11.52K	Jun 30, 26	--	0.06%
Penobscot Investment Management Company, Inc.	10.55K	Jun 30, 26	--	0.06%
Archford Capital Strategies, LLC	10.41K	Jun 30, 26	-2.97K	0.06%
Segment Wealth Management, LLC	9.72K	Jun 30, 26	--	0.05%
Foundry Financial Group, Inc.	9.39K	Jun 30, 26	+9.39K	0.05%
Cornell Pochily Investment Advisors, Inc.	9.12K	Jun 30, 26	-155	0.05%
WealthBridge Capital Management, LLC	8.77K	Jun 30, 26	+561	0.05%
CARY STREET PARTNERS FINANCIAL LLC	8.69K	Jun 30, 26	--	0.05%
Dynamic Advisor Solutions LLC	8.33K	Jun 30, 26	+8.33K	0.05%
Princeton Global Asset Management LLC	5.14K	Jun 30, 26	+3.94K	0.03%
BARRETT & COMPANY, INC.	1.81K	Jun 30, 26	--	0.01%
Noble Wealth Management PBC	1.10K	Jun 30, 26	-900	0.01%
Community Financial Services Group, LLC	986	Jun 30, 26	+986	0.01%
Hughes Financial Services, LLC	720	Jun 30, 26	+720	0.00%
MOULTON WEALTH MANAGEMENT, INC	--	Jun 30, 26	-95.47K	--
Matthew Goff Investment Advisor, LLC	--	Jun 30, 26	-124.35K	--
Wolfstich Capital, LLC	--	Jun 30, 26	-12.02K	--
MERCER GLOBAL ADVISORS INC /ADV	1.72M	Mar 31, 26	-372.57K	9.48%
BANK OF AMERICA CORP /DE/	1.54M	Mar 31, 26	+189.26K	8.47%
Clearstead Advisors, LLC	979.87K	Mar 31, 26	+27.50K	5.40%
HighTower Advisors, LLC	732.95K	Mar 31, 26	-12.86K	4.04%
LBMC INVESTMENT ADVISORS, LLC	487.49K	Mar 31, 26	+68.08K	2.69%
WELLS FARGO & COMPANY/MN	421.35K	Mar 31, 26	+30.03K	2.32%
US BANCORP \DE\	383.64K	Mar 31, 26	-1.22K	2.11%
Lido Advisors, LLC	347.34K	Mar 31, 26	+240.26K	1.91%
Covington Investment Advisors Inc.	285.41K	Mar 31, 26	+46.44K	1.57%
Kathmere Capital Management, LLC	272.83K	Mar 31, 26	-6.70K	1.50%
RAYMOND JAMES FINANCIAL INC	255.40K	Mar 31, 26	+17.40K	1.41%
LPL Financial LLC	247.22K	Mar 31, 26	+52.59K	1.36%
UBS Group AG	224.13K	Mar 31, 26	-74.42K	1.24%
MORGAN STANLEY	182.63K	Mar 31, 26	+46.05K	1.01%
ENVESTNET ASSET MANAGEMENT INC	176.99K	Mar 31, 26	+176.99K	0.98%
STIFEL FINANCIAL CORP	172.24K	Mar 31, 26	+8.64K	0.95%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	168.05K	Mar 31, 26	+37.73K	0.93%
CENTRAL TRUST Co	139.79K	Mar 31, 26	-4.49K	0.77%
COLDSTREAM CAPITAL MANAGEMENT INC	134.31K	Mar 31, 26	+7.79K	0.74%
Summit Financial, LLC	122.73K	Mar 31, 26	-30.81K	0.68%
Integrated Wealth Concepts LLC	115.13K	Mar 31, 26	+11.08K	0.63%
ROYAL BANK OF CANADA	112.33K	Mar 31, 26	+39.32K	0.62%
WOODMONT INVESTMENT COUNSEL LLC	100.20K	Mar 31, 26	-972	0.55%
COMMONWEALTH EQUITY SERVICES, LLC	90.37K	Mar 31, 26	+37.28K	0.50%
ASSETMARK, INC	89.22K	Mar 31, 26	+22.88K	0.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	88.22K	Mar 31, 26	-12.82K	0.49%
Cetera Investment Advisers	82.65K	Mar 31, 26	+50.63K	0.46%
Kestra Advisory Services, LLC	80.42K	Mar 31, 26	+13.68K	0.44%
Sound View Wealth Advisors Group, LLC	77.27K	Mar 31, 26	+3.25K	0.43%
JANE STREET GROUP, LLC	75.77K	Mar 31, 26	+11.64K	0.42%
Ellis Investment Partners, LLC	72.50K	Mar 31, 26	+2.45K	0.40%
Valmark Advisers, Inc.	71.40K	Mar 31, 26	+5.68K	0.39%
NewEdge Advisors, LLC	69.68K	Mar 31, 26	-16.01K	0.38%
Atlantic Union Bankshares Corp	69.13K	Mar 31, 26	+2.05K	0.38%
SPINNAKER TRUST	61.22K	Mar 31, 26	+15.95K	0.34%
Granite Harbor Advisors, Inc.	61.04K	Mar 31, 26	--	0.34%
Hills Bank & Trust Co	54.45K	Mar 31, 26	+2.42K	0.30%
FF Advisors,LLC	48.29K	Mar 31, 26	-7.77K	0.27%
Rossmore Private Capital	47.04K	Mar 31, 26	+8.32K	0.26%
Godshalk Welsh Capital Management, Inc.	46.00K	Mar 31, 26	+14.70K	0.25%
Envision Financial Planning, LLC	44.53K	Mar 31, 26	-1.63K	0.25%
Helen Stephens Group, LLC	43.23K	Mar 31, 26	--	0.24%
Beacon Pointe Advisors, LLC	42.73K	Mar 31, 26	+13.72K	0.24%
Capital Investment Advisors, LLC	42.07K	Mar 31, 26	-2.39K	0.23%
ADVISOR GROUP HOLDINGS, INC.	41.52K	Mar 31, 26	+3.03K	0.23%
Rockefeller Capital Management L.P.	38.33K	Mar 31, 26	+8.65K	0.21%
Creative Planning	32.63K	Mar 31, 26	+12.88K	0.18%
Mariner, LLC	32.20K	Mar 31, 26	--	0.18%
PHILLIPS FINANCIAL MANAGEMENT, LLC	31.79K	Mar 31, 26	--	0.18%
CWM, LLC	31.04K	Mar 31, 26	+7.79K	0.17%
Snowden Capital Advisors LLC	31.00K	Mar 31, 26	--	0.17%
Resources Investment Advisors, LLC.	27.66K	Mar 31, 26	-4.10K	0.15%
Signature Wealth Management Group	27.48K	Mar 31, 26	-4.28K	0.15%
Parallel Advisors, LLC	27.43K	Mar 31, 26	+4.27K	0.15%
10Elms LLP	26.00K	Mar 31, 26	+5.60K	0.14%
Cambridge Investment Research Advisors, Inc.	25.97K	Mar 31, 26	-877	0.14%
SILVERLAKE WEALTH MANAGEMENT LLC	25.04K	Mar 31, 26	+25.04K	0.14%
PSI Advisors, LLC	23.80K	Mar 31, 26	-27.00K	0.13%
PGIM Custom Harvest LLC	23.56K	Mar 31, 26	-1.41K	0.13%
JPMORGAN CHASE & CO	23.19K	Mar 31, 26	+23.19K	0.13%
SMITH, MOORE & CO.	21.05K	Mar 31, 26	+2.52K	0.12%
Prime Capital Investment Advisors, LLC	19.83K	Mar 31, 26	-666	0.11%
Atwater Malick LLC	17.48K	Mar 31, 26	+4.69K	0.10%
Leo Wealth, LLC	17.07K	Mar 31, 26	+1.54K	0.09%
Glenview Trust Co	15.52K	Mar 31, 26	+6.91K	0.09%
Klingman & Associates, LLC	15.06K	Mar 31, 26	-105	0.08%
Financial Engines Advisors L.L.C.	13.71K	Mar 31, 26	-1.35K	0.08%
Private Advisor Group, LLC	12.53K	Mar 31, 26	--	0.07%
Freestone Capital Holdings, LLC	11.70K	Mar 31, 26	--	0.06%
Quantinno Capital Management LP	11.62K	Mar 31, 26	+11.62K	0.06%
WJ Wealth Management, LLC	11.00K	Mar 31, 26	+11.00K	0.06%
SCHMIDT P J INVESTMENT MANAGEMENT INC	10.94K	Mar 31, 26	+10.94K	0.06%
EP Wealth Advisors, LLC	10.02K	Mar 31, 26	--	0.06%
HORAN Wealth, LLC	8.52K	Mar 31, 26	+8.52K	0.05%
Avantax Planning Partners, Inc.	7.98K	Mar 31, 26	--	0.04%
JONES FINANCIAL COMPANIES LLLP	5.53K	Mar 31, 26	+3.93K	0.03%
Steward Partners Investment Advisory, LLC	3.05K	Mar 31, 26	--	0.02%
HARBOUR INVESTMENTS, INC.	2.65K	Mar 31, 26	+10	0.01%
Glen Eagle Advisors, LLC	2.25K	Mar 31, 26	--	0.01%
American Capital Advisory, LLC	2.22K	Mar 31, 26	--	0.01%
Addison Advisors LLC	1.00K	Mar 31, 26	--	0.01%
Allworth Financial LP	829	Mar 31, 26	+829	0.00%
BlackRock, Inc.	151	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	132	Mar 31, 26	+132	0.00%
FMR LLC	129	Mar 31, 26	+129	0.00%
TABLEAUX LLC	--	Mar 31, 26	-14.48K	--
AE Wealth Management LLC	--	Mar 31, 26	-38	--
Elequin Securities, LLC	--	Mar 31, 26	-30.41K	--
GOLDMAN SACHS GROUP INC	--	Mar 31, 26	-12.74K	--
FULTON BREAKEFIELD BROENNIMAN LLC	--	Mar 31, 26	-130.22K	--
Stephens Consulting, LLC	316	Dec 31, 25	--	0.00%
Global Retirement Partners, LLC	--	Dec 31, 25	-1.72K	--
Vishria Bird Financial Group, LLC	382.90K	Sep 30, 25	+366.81K	2.11%
Exchange Capital Management, Inc.	15.63K	Jun 30, 25	-1.24K	0.09%
Sandy Spring Bank	57.23K	Mar 31, 25	+8.92K	0.32%
Buffington Mohr McNeal	10.02K	Mar 31, 25	--	0.06%
Kades & Cheifetz LLC	15.36K	Dec 31, 24	+15.36K	0.08%
Gateway Advisory, LLC	240.36K	Sep 30, 24	+1.78K	1.32%
Raymond James Financial Services Advisors, Inc.	136.40K	Sep 30, 24	+25.76K	0.75%
RAYMOND JAMES & ASSOCIATES	50.40K	Sep 30, 24	+5.38K	0.28%
FinTrust Capital Advisors, LLC	4.00K	Sep 30, 24	+4.00K	0.02%
BENJAMIN F. EDWARDS & COMPANY, INC.	2.00K	Jun 30, 24	-3.06K	0.01%
BlackRock Inc.	62	Jun 30, 24	--	0.00%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	723.20K	Mar 31, 24	+53.47K	3.99%
Cetera Advisors LLC	20.00K	Mar 31, 24	+20.00K	0.11%
Cetera Advisor Networks LLC	8.40K	Mar 31, 24	+8.40K	0.05%

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Holder

Date

Change

% Held

Paradiem, LLC

396.38K

Jun 30, 26

2.18%

Praetorian Wealth Management, Inc.

253.19K

Jun 30, 26

+4.39K

1.40%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

250.50K

Jun 30, 26

+29.75K

1.38%

Cyndeo Wealth Partners, LLC

175.87K

Jun 30, 26

+15.05K

0.97%

Kesler, Norman & Wride, LLC

165.93K

Jun 30, 26

+165.93K

0.91%

LITTLEJOHN FINANCIAL SERVICES, INC.

142.62K

Jun 30, 26

+142.62K

0.79%

HOWLAND CAPITAL MANAGEMENT LLC

134.93K

Jun 30, 26

-35.04K

0.74%

Cypress Point Wealth Management, LLC

119.72K

Jun 30, 26

+119.72K

0.66%

LEAVELL INVESTMENT MANAGEMENT, INC.

92.95K

Jun 30, 26

+4.00K

0.51%

CONFLUENCE INVESTMENT MANAGEMENT LLC

87.48K

Jun 30, 26

+771

0.48%

BENJAMIN EDWARDS INC

78.60K

Jun 30, 26

+2.00K

0.43%

RIA Advisory Group LLC

68.63K

Jun 30, 26

+15.93K

0.38%

Curbstone Financial Management Corp

66.17K

Jun 30, 26

0.36%

TRUE Private Wealth Advisors

63.57K

Jun 30, 26

+23.24K

0.35%

BLUE SQUARE ASSET MANAGEMENT, LLC

62.89K

Jun 30, 26

-293

0.35%

Brookstone Capital Management

58.09K

Jun 30, 26

+20.00K

0.32%

SENTINEL PENSION ADVISORS INC

51.49K

Jun 30, 26

+429

0.28%

Catalytic Wealth RIA, LLC

46.79K

Jun 30, 26

+934

0.26%

MEMBERS WEALTH LLC

44.17K

Jun 30, 26

+19.09K

0.24%

JAMES INVESTMENT RESEARCH INC

33.37K

Jun 30, 26

0.18%

IFP Advisors, Inc

33.10K

Jun 30, 26

+6.22K

0.18%

ROOF EIDAM & MAYCOCK/ADV

33.10K

Jun 30, 26

0.18%

Financial Advisory Corp

26.07K

Jun 30, 26

-4.39K

0.14%

CFS Investment Advisory Services, LLC

23.13K

Jun 30, 26

-4.10K

0.13%

Strid Group, LLC

21.50K

Jun 30, 26

0.12%

Newman Dignan & Sheerar, Inc.

20.34K

Jun 30, 26

0.11%

Paradigm, Strategies in Wealth Management, LLC

20.17K

Jun 30, 26

+2.17K

0.11%

SONATA CAPITAL GROUP INC

19.67K

Jun 30, 26

0.11%

Sovereign Financial Group, Inc.

19.65K

Jun 30, 26

0.11%

Crews Bank & Trust

18.13K

Jun 30, 26

0.10%

Trust Co

11.86K

Jun 30, 26

0.07%

PARK AVENUE SECURITIES LLC

11.52K

Jun 30, 26

0.06%

Penobscot Investment Management Company, Inc.

10.55K

Jun 30, 26

0.06%

Archford Capital Strategies, LLC

10.41K

Jun 30, 26

-2.97K

0.06%

Segment Wealth Management, LLC

9.72K

Jun 30, 26

0.05%

Foundry Financial Group, Inc.

9.39K

Jun 30, 26

+9.39K

0.05%

Cornell Pochily Investment Advisors, Inc.

9.12K

Jun 30, 26

-155

0.05%

WealthBridge Capital Management, LLC

8.77K

Jun 30, 26

+561

0.05%

CARY STREET PARTNERS FINANCIAL LLC

8.69K

Jun 30, 26

0.05%

Dynamic Advisor Solutions LLC

8.33K

Jun 30, 26

+8.33K

0.05%

Princeton Global Asset Management LLC

5.14K

Jun 30, 26

+3.94K

0.03%

BARRETT & COMPANY, INC.

1.81K

Jun 30, 26

0.01%

Noble Wealth Management PBC

1.10K

Jun 30, 26

-900

0.01%

Community Financial Services Group, LLC

986

Jun 30, 26

+986

0.01%

Hughes Financial Services, LLC

720

Jun 30, 26

+720

0.00%

MOULTON WEALTH MANAGEMENT, INC

Jun 30, 26

-95.47K

Matthew Goff Investment Advisor, LLC

Jun 30, 26

-124.35K

Wolfstich Capital, LLC

Jun 30, 26

-12.02K

MERCER GLOBAL ADVISORS INC /ADV

1.72M

Mar 31, 26

-372.57K

9.48%

BANK OF AMERICA CORP /DE/

1.54M

Mar 31, 26

+189.26K

8.47%

Clearstead Advisors, LLC

979.87K

Mar 31, 26

+27.50K

5.40%

HighTower Advisors, LLC

732.95K

Mar 31, 26

-12.86K

4.04%

LBMC INVESTMENT ADVISORS, LLC

487.49K

Mar 31, 26

+68.08K

2.69%

WELLS FARGO & COMPANY/MN

421.35K

Mar 31, 26

+30.03K

2.32%

US BANCORP \DE\

383.64K

Mar 31, 26

-1.22K

2.11%

Lido Advisors, LLC

347.34K

Mar 31, 26

+240.26K

1.91%

Covington Investment Advisors Inc.

285.41K

Mar 31, 26

+46.44K

1.57%

Kathmere Capital Management, LLC

272.83K

Mar 31, 26

-6.70K

1.50%

RAYMOND JAMES FINANCIAL INC

255.40K

Mar 31, 26

+17.40K

1.41%

LPL Financial LLC

247.22K

Mar 31, 26

+52.59K

1.36%

UBS Group AG

224.13K

Mar 31, 26

-74.42K

1.24%

MORGAN STANLEY

182.63K

Mar 31, 26

+46.05K

1.01%

ENVESTNET ASSET MANAGEMENT INC

176.99K

Mar 31, 26

+176.99K

0.98%

STIFEL FINANCIAL CORP

172.24K

Mar 31, 26

+8.64K

0.95%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

168.05K

Mar 31, 26

+37.73K

0.93%

CENTRAL TRUST Co

139.79K

Mar 31, 26

-4.49K

0.77%

COLDSTREAM CAPITAL MANAGEMENT INC

134.31K

Mar 31, 26

+7.79K

0.74%

Summit Financial, LLC

122.73K

Mar 31, 26

-30.81K

0.68%

Integrated Wealth Concepts LLC

115.13K

Mar 31, 26

+11.08K

0.63%

ROYAL BANK OF CANADA

112.33K

Mar 31, 26

+39.32K

0.62%

WOODMONT INVESTMENT COUNSEL LLC

100.20K

Mar 31, 26

-972

0.55%

COMMONWEALTH EQUITY SERVICES, LLC

90.37K

Mar 31, 26

+37.28K

0.50%

ASSETMARK, INC

89.22K

Mar 31, 26

+22.88K

0.49%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

88.22K

Mar 31, 26

-12.82K

0.49%

Cetera Investment Advisers

82.65K

Mar 31, 26

+50.63K

0.46%

Kestra Advisory Services, LLC

80.42K

Mar 31, 26

+13.68K

0.44%

Sound View Wealth Advisors Group, LLC

77.27K

Mar 31, 26

+3.25K

0.43%

JANE STREET GROUP, LLC

75.77K

Mar 31, 26

+11.64K

0.42%

Ellis Investment Partners, LLC

72.50K

Mar 31, 26

+2.45K

0.40%

Valmark Advisers, Inc.

71.40K

Mar 31, 26

+5.68K

0.39%

NewEdge Advisors, LLC

69.68K

Mar 31, 26

-16.01K

0.38%

Atlantic Union Bankshares Corp

69.13K

Mar 31, 26

+2.05K

0.38%

SPINNAKER TRUST

61.22K

Mar 31, 26

+15.95K

0.34%

Granite Harbor Advisors, Inc.

61.04K

Mar 31, 26

0.34%

Hills Bank & Trust Co

54.45K

Mar 31, 26

+2.42K

0.30%

FF Advisors,LLC

48.29K

Mar 31, 26

-7.77K

0.27%

Rossmore Private Capital

47.04K

Mar 31, 26

+8.32K

0.26%

Godshalk Welsh Capital Management, Inc.

46.00K

Mar 31, 26

+14.70K

0.25%

Envision Financial Planning, LLC

44.53K

Mar 31, 26

-1.63K

0.25%

Helen Stephens Group, LLC

43.23K

Mar 31, 26

0.24%

Beacon Pointe Advisors, LLC

42.73K

Mar 31, 26

+13.72K

0.24%

Capital Investment Advisors, LLC

42.07K

Mar 31, 26

-2.39K

0.23%

ADVISOR GROUP HOLDINGS, INC.

41.52K

Mar 31, 26

+3.03K

0.23%

Rockefeller Capital Management L.P.

38.33K

Mar 31, 26

+8.65K

0.21%

Creative Planning

32.63K

Mar 31, 26

+12.88K

0.18%

Mariner, LLC

32.20K

Mar 31, 26

0.18%

PHILLIPS FINANCIAL MANAGEMENT, LLC

31.79K

Mar 31, 26

0.18%

CWM, LLC

31.04K

Mar 31, 26

+7.79K

0.17%

Snowden Capital Advisors LLC

31.00K

Mar 31, 26

0.17%

Resources Investment Advisors, LLC.

27.66K

Mar 31, 26

-4.10K

0.15%

Signature Wealth Management Group

27.48K

Mar 31, 26

-4.28K

0.15%

Parallel Advisors, LLC

27.43K

Mar 31, 26

+4.27K

0.15%

10Elms LLP

26.00K

Mar 31, 26

+5.60K

0.14%

Cambridge Investment Research Advisors, Inc.

25.97K

Mar 31, 26

-877

0.14%

SILVERLAKE WEALTH MANAGEMENT LLC

25.04K

Mar 31, 26

+25.04K

0.14%

PSI Advisors, LLC

23.80K

Mar 31, 26

-27.00K

0.13%

PGIM Custom Harvest LLC

23.56K

Mar 31, 26

-1.41K

0.13%

JPMORGAN CHASE & CO

23.19K

Mar 31, 26

+23.19K

0.13%

SMITH, MOORE & CO.

21.05K

Mar 31, 26

+2.52K

0.12%

Prime Capital Investment Advisors, LLC

19.83K

Mar 31, 26

-666

0.11%

Atwater Malick LLC

17.48K

Mar 31, 26

+4.69K

0.10%

Leo Wealth, LLC

17.07K

Mar 31, 26

+1.54K

0.09%

Glenview Trust Co

15.52K

Mar 31, 26

+6.91K

0.09%

Klingman & Associates, LLC

15.06K

Mar 31, 26

-105

0.08%

Financial Engines Advisors L.L.C.

13.71K

Mar 31, 26

-1.35K

0.08%

Private Advisor Group, LLC

12.53K

Mar 31, 26

0.07%

Freestone Capital Holdings, LLC

11.70K

Mar 31, 26

0.06%

Quantinno Capital Management LP

11.62K

Mar 31, 26

+11.62K

0.06%

WJ Wealth Management, LLC

11.00K

Mar 31, 26

+11.00K

0.06%

SCHMIDT P J INVESTMENT MANAGEMENT INC

10.94K

Mar 31, 26

+10.94K

0.06%

EP Wealth Advisors, LLC

10.02K

Mar 31, 26

0.06%

HORAN Wealth, LLC

8.52K

Mar 31, 26

+8.52K

0.05%

Avantax Planning Partners, Inc.

7.98K

Mar 31, 26

0.04%

JONES FINANCIAL COMPANIES LLLP

5.53K

Mar 31, 26

+3.93K

0.03%

Steward Partners Investment Advisory, LLC

3.05K

Mar 31, 26

0.02%

HARBOUR INVESTMENTS, INC.

2.65K

Mar 31, 26

+10

0.01%

Glen Eagle Advisors, LLC

2.25K

Mar 31, 26

0.01%

American Capital Advisory, LLC

2.22K

Mar 31, 26

0.01%

Addison Advisors LLC

1.00K

Mar 31, 26

0.01%

Allworth Financial LP

829

Mar 31, 26

+829

0.00%

BlackRock, Inc.

151

Mar 31, 26

0.00%

Root Financial Partners, LLC

132

Mar 31, 26

+132

0.00%

FMR LLC

129

Mar 31, 26

+129

0.00%

TABLEAUX LLC

Mar 31, 26

-14.48K

AE Wealth Management LLC

Mar 31, 26

-38

Elequin Securities, LLC

Mar 31, 26

-30.41K

GOLDMAN SACHS GROUP INC

Mar 31, 26

-12.74K

FULTON BREAKEFIELD BROENNIMAN LLC

Mar 31, 26

-130.22K

Stephens Consulting, LLC

316

Dec 31, 25

0.00%

Global Retirement Partners, LLC

Dec 31, 25

-1.72K

Vishria Bird Financial Group, LLC

382.90K

Sep 30, 25

+366.81K

2.11%

Exchange Capital Management, Inc.

15.63K

Jun 30, 25

-1.24K

0.09%

Sandy Spring Bank

57.23K

Mar 31, 25

+8.92K

0.32%

Buffington Mohr McNeal

10.02K

Mar 31, 25

0.06%

Kades & Cheifetz LLC

15.36K

Dec 31, 24

+15.36K

0.08%

Gateway Advisory, LLC

240.36K

Sep 30, 24

+1.78K

1.32%

Raymond James Financial Services Advisors, Inc.

136.40K

Sep 30, 24

+25.76K

0.75%

RAYMOND JAMES & ASSOCIATES

50.40K

Sep 30, 24

+5.38K

0.28%

FinTrust Capital Advisors, LLC

4.00K

Sep 30, 24

+4.00K

0.02%

BENJAMIN F. EDWARDS & COMPANY, INC.

2.00K

Jun 30, 24

-3.06K

0.01%

BlackRock Inc.

Jun 30, 24

0.00%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

723.20K

Mar 31, 24

+53.47K

3.99%

Cetera Advisors LLC

20.00K

Mar 31, 24

+20.00K

0.11%

Cetera Advisor Networks LLC

8.40K

Mar 31, 24

+8.40K

0.05%