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iShares Long-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
151
Action Point Financial Planning
Michigan
$206K +$204K +4,028 New
NL
152
NWAM LLC
Washington
$204K +$202K +3,988 New
RCM
153
Raleigh Capital Management
North Carolina
$163K -$46.5K -919 -22%
ACA
154
Aptus Capital Advisors
Alabama
$158K +$9.93K +196 +7%
CFD
155
Creative Financial Designs
Indiana
$127K +$126K +2,483 New
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$122K +$120K +2,377 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$122K +$120K +2,373 New
IA
158
IFP Advisors
Florida
$115K +$26.5K +524 +30%
CF
159
Centaurus Financial
California
$110K +$109K +2,144 New
LFA
160
LGT Financial Advisors
Texas
$83.9K +$13.1K +259 +19%
CA
161
CoreCap Advisors
Michigan
$75K +$74.2K +1,465 New
CIA
162
Cape Investment Advisory
Georgia
$73.2K +$72.4K +1,429 New
VR
163
Vision Retirement
New Jersey
$68.2K +$67.5K +1,332 New
IA
164
IFG Advisory
Georgia
$57.6K +$57K +1,125 New
SAM
165
Smartleaf Asset Management
Massachusetts
$43.1K – – –
MG
166
Mather Group
Illinois
$35.6K +$3.95K +78 +13%
KCM
167
Key Capital Management
Tennessee
$29.3K +$29K +573 New
US Bancorp
168
US Bancorp
Minnesota
$25.9K +$16.4K +324 +179%
TFGT
169
TS Financial Group (TSFG)
Illinois
$24K +$23.9K +472 New
PTC
170
Private Trust Company
Ohio
$22.8K +$2.58K +51 +13%
CA
171
Continuum Advisory
Idaho
$21.1K +$20.9K +412 New
Q1WB
172
Quest 10 Wealth Builders
Virginia
$21K – – –
HI
173
Harbour Investments
Wisconsin
$18K +$5.42K +107 +44%
CI
174
CX Institutional
Indiana
$18K +$17.6K +347 New
SGFG
175
Silver Grove Financial Group
New York
$17.1K +$16.9K +334 New