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iShares Long-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APC
76
Aspire Private Capital
North Carolina
$927K +$939K +18,570 New
SA
77
Sovran Advisors
California
$913K +$911K +18,005 New
CIAS
78
CFS Investment Advisory Services
New Jersey
$866K +$861K +17,025 New
TWM
79
TSA Wealth Management
Texas
$844K +$855K +16,906 New
MWM
80
Modern Wealth Management
Kansas
$835K +$842K +16,643 New
SW
81
Simplicity Wealth
New Jersey
$778K +$788K +15,582 New
PIA
82
Polaris Investment Advisors
Massachusetts
$730K +$740K +14,628 New
CWS
83
Cypress Wealth Services
California
$710K +$720K +14,226 New
LIA
84
LifePlan Investment Advisors
North Carolina
$687K +$696K +13,759 New
CSPIA
85
Cary Street Partners Investment Advisory
Virginia
$687K +$695K +13,750 New
AIM
86
Archer Investment Management
Texas
$677K +$686K +13,555 New
SVWG
87
Shared Vision Wealth Group
United States
$673K +$681K +13,473 New
PAG
88
Private Advisor Group
New Jersey
$620K +$628K +12,423 New
NA
89
NewEdge Advisors
Louisiana
$588K +$596K +11,775 New
VPF
90
Vantage Point Financial
Illinois
$572K +$580K +11,465 New
SHJ
91
Sharkey, Howes & Javer
Colorado
$571K +$579K +11,443 New
RIS
92
Richmond Investment Services
Wisconsin
$563K +$570K +11,276 New
AWM
93
AE Wealth Management
Kansas
$531K +$538K +10,640 New
RFP
94
RCS Financial Planning
Maryland
$488K +$494K +9,773 New
EL
95
EWA LLC
Pennsylvania
$487K +$494K +9,758 New
IAN
96
Integrated Advisors Network
Texas
$475K +$481K +9,509 New
Cerity Partners
97
Cerity Partners
New York
$469K +$475K +9,393 New
RIA
98
Regal Investment Advisors
Michigan
$467K +$473K +9,360 New
AssetMark Inc
99
AssetMark Inc
California
$453K +$459K +9,069 New
MYIA
100
Mount Yale Investment Advisors
Colorado
$449K +$455K +8,996 New