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BlackRock Taxable Municipal Bond Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
101
North Star Investment Management
Illinois
$32K – – –
MRCM
102
M&R Capital Management
New Jersey
$30.3K – – –
CSPIA
103
Cary Street Partners Investment Advisory
Virginia
$29.6K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$27K – – –
US Bancorp
105
US Bancorp
Minnesota
$25.6K – – –
HIA
106
Harbor Investment Advisory
Maryland
$18.2K – – –
IFP Advisors
107
IFP Advisors
Florida
$15.2K – – –
FGA
108
Fortis Group Advisors
New Jersey
$15.2K +$15.9K +1,000 New
NS
109
NBC Securities
Alabama
$15K +$16.7K +1,045 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$10.5K – – –
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$9.32K – – –
TIM
112
Tortoise Investment Management
New York
$9.25K +$9.72K +610 New
Bogart Wealth LLC
113
Bogart Wealth LLC
Virginia
$9.24K +$207 +13 +2%
CFD
114
Creative Financial Designs
Indiana
$8.79K +$159 +10 +2%
WWP
115
WR Wealth Planners
Missouri
$7.03K +$96 +6 +1%
SCA
116
Stonebridge Capital Advisors
Minnesota
$6.18K – – –
Allworth Financial
117
Allworth Financial
California
$5.41K – – –
VWM
118
Venturi Wealth Management
Texas
$5.33K +$797 +50 +17%
DSC
119
Duncker Streett & Co
Missouri
$5.05K – – –
Blue Trust Inc
120
Blue Trust Inc
Georgia
$2K – – –
BWS
121
Buck Wealth Strategies
Colorado
$1.61K +$16 +1 +1%
SIS
122
Sound Income Strategies
Florida
$455 – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$15 +$16 +1 New
SCA
124
Snowden Capital Advisors
New York
– -$1.65M -99,457 Closed
Miracle Mile Advisors
125
Miracle Mile Advisors
California
– -$830K -50,048 Closed