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iShares Long-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
76
Redwood Investment Management
Arizona
$1.41M +$295K +5,824 +27%
RWS
77
Retirement Wealth Solutions
Wisconsin
$1.36M +$387K +7,647 +40%
MFA
78
Mayflower Financial Advisors
Massachusetts
$1.31M +$192K +3,795 +17%
SVWG
79
Shared Vision Wealth Group
United States
$1.25M +$556K +10,971 +81%
PIA
80
Polaris Investment Advisors
Massachusetts
$1.19M +$439K +8,676 +59%
APC
81
Aspire Private Capital
North Carolina
$1.19M +$232K +4,575 +25%
WS
82
Wedbush Securities
California
$1.12M – – –
EL
83
EQ LLC
Washington
$1.11M +$1.1M +21,668 New
SWM
84
SigFig Wealth Management
California
$1.05M +$100K +1,978 +11%
CWAI
85
Core Wealth Advisors (Indiana)
Indiana
$1.05M +$18.6K +368 +2%
AAP
86
Arax Advisory Partners
Colorado
$1.02M +$935K +18,467 +1,216%
PA
87
PFG Advisors
Arizona
$1M +$989K +19,528 New
RWA
88
Redhawk Wealth Advisors
Minnesota
$966K +$955K +18,855 New
CF
89
Conquis Financial
California
$944K -$480K -9,468 -34%
CWS
90
Cypress Wealth Services
California
$938K +$207K +4,086 +29%
CIAS
91
CFS Investment Advisory Services
New Jersey
$931K +$59K +1,164 +7%
MWM
92
Modern Wealth Management
Kansas
$892K +$38.6K +763 +5%
SW
93
Simplicity Wealth
New Jersey
$861K +$62.3K +1,229 +8%
LIA
94
LifePlan Investment Advisors
North Carolina
$860K +$153K +3,028 +22%
AWM
95
AE Wealth Management
Kansas
$851K +$303K +5,977 +56%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$837K +$596K +11,773 +258%
VAG
97
VisionPoint Advisory Group
Texas
$836K +$827K +16,318 New
Cerity Partners
98
Cerity Partners
New York
$827K +$342K +6,755 +72%
RIA
99
Regal Investment Advisors
Michigan
$769K +$286K +5,654 +60%
SPC
100
Sigma Planning Corp
Michigan
$764K +$756K +14,916 New