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BlackRock MuniHoldings Fund

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
151
Empirical Asset Management
Massachusetts
$177K
SWM
152
Spire Wealth Management
Virginia
$159K -$36.6K -3,136 -19%
OFS
153
OneAscent Financial Services
Alabama
$154K -$3.81K -326 -2%
OAM
154
Occidental Asset Management
California
$152K +$25.2K +2,154 +20%
PA
155
Procyon Advisors
Connecticut
$151K
PA
156
PFG Advisors
Arizona
$149K +$15.8K +1,354 +12%
OCA
157
OpenArc Corporate Advisory
Georgia
$149K +$146K +12,479 New
ASN
158
Advisory Services Network
Georgia
$148K -$67.4K -5,771 -32%
LA
159
Legacy Advisors
Pennsylvania
$144K +$140K +12,019 New
RA
160
RFG Advisory
Alabama
$142K +$140K +11,949 New
IAS
161
Insigneo Advisory Services
Florida
$141K +$327 +28 +0.2%
EW
162
Element Wealth
Mississippi
$139K
EFS
163
Essex Financial Services
Connecticut
$137K
RIA
164
Realta Investment Advisors
Delaware
$137K
IFG
165
Independent Financial Group
California
$136K +$386 +33 +0.3%
CA
166
Commerce Advisors
Tennessee
$131K +$1.05K +90 +0.8%
WIA
167
World Investment Advisors
California
$131K
DBIA
168
Dumont & Blake Investment Advisors
New Jersey
$127K
Millennium Management
169
Millennium Management
New York
$121K -$70.5K -6,032 -37%
PL
170
Plancorp LLC
Missouri
$119K
IWC
171
Integrated Wealth Concepts
Massachusetts
$117K -$179K -15,297 -61%
PWPS
172
Pinnacle Wealth Planning Services
Ohio
$102K +$14.4K +1,229 +17%
CT
173
Caldwell Trust
Florida
$98.1K
US Bancorp
174
US Bancorp
Minnesota
$97.2K -$53.1K -4,543 -36%
IA
175
IFG Advisory
Georgia
$94.9K +$93.2K +7,975 New