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iShares Long-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
101
PUREfi Wealth
Massachusetts
$443K +$448K +8,865 New
CWM
102
Curtis Wealth Management
Nevada
$437K +$442K +8,747 New
IWC
103
Integrated Wealth Concepts
Massachusetts
$412K +$417K +8,242 New
PWM
104
Perigon Wealth Management
California
$389K +$394K +7,796 New
Corient Private Wealth
105
Corient Private Wealth
Florida
$379K +$384K +7,600 New
LA
106
Lifeworks Advisors
Michigan
$371K +$376K +7,438 New
FWP
107
Firethorn Wealth Partners
Georgia
$350K +$355K +7,016 New
PCA
108
Prosperity Capital Advisors
Ohio
$347K +$351K +6,944 New
KWA
109
Kingswood Wealth Advisors
California
$316K +$320K +6,319 New
RWA
110
Resolute Wealth Advisor
Ohio
$306K +$310K +6,130 New
AWMI
111
Aegis Wealth Management (Iowa)
Iowa
$305K +$309K +6,113 New
WWM
112
Walser Wealth Management
Florida
$303K +$307K +6,074 New
SI
113
Stirlingshire Investments
New York
$286K +$290K +5,725 New
FTUS
114
Flow Traders U.S.
New York
$283K +$286K +5,659 New
TCA
115
Transcend Capital Advisors
New Jersey
$283K +$286K +5,664 New
CCM
116
Coldstream Capital Management
Washington
$277K +$281K +5,550 New
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$275K +$278K +5,505 New
UA
118
URS Advisory
Florida
$265K +$269K +5,316 New
GWP
119
Gateway Wealth Partners
Wisconsin
$242K +$245K +4,844 New
GM
120
GeoWealth Management
Illinois
$242K +$245K +4,838 New
RCP
121
Roan Capital Partners
Tennessee
$236K +$239K +4,721 New
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$228K +$231K +4,571 New
JWA
123
JFS Wealth Advisors
Pennsylvania
$223K +$226K +4,474 New
SL
124
SWMG LLC
Texas
$221K +$224K +4,426 New
CAM
125
Capital Asset Management
Colorado
$219K +$222K +4,382 New