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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
251
Capital Planning Advisors
California
$215K +$214K +1,948 New
DC
252
Deschaine & Company
Illinois
$212K +$211K +1,920 New
NPC
253
National Planning Corporation
California
$211K -$17.7K -161 -8%
IPC
254
Independent Portfolio Consultants
Florida
$210K -$550 -5 -0.3%
FANJ
255
Financial Architects (New Jersey)
New Jersey
$207K +$207K +1,880 New
MHS
256
M Holdings Securities
Oregon
$200K +$17.6K +160 +10%
BBA
257
BLB&B Advisors
Pennsylvania
$200K +$199K +1,810 New
Invesco
258
Invesco
Georgia
$197K
VIA
259
Vantage Investment Advisors
Pennsylvania
$195K +$29.1K +265 +18%
AWM
260
AllSquare Wealth Management
New York
$190K +$189K +1,720 New
HNB
261
Huntington National Bank
Ohio
$185K -$1.86M -16,960 -91%
GWS
262
Glassman Wealth Services
Virginia
$179K +$179K +1,625 New
GI
263
Gradient Investments
Minnesota
$168K -$9.45K -86 -5%
PIA
264
Peachtree Investment Advisors
Georgia
$166K
RAM
265
Riggs Asset Management
Pennsylvania
$124K
AWM
266
Avior Wealth Management
Nebraska
$120K
WTB
267
Washington Trust Bank
Washington
$112K +$79.9K +727 +251%
CFSG
268
Community Financial Services Group
Vermont
$112K +$112K +1,019 New
BRWA
269
B. Riley Wealth Advisors
Florida
$110K +$110K +1,000 New
AIM
270
Advantage Investment Management
Iowa
$98K +$97.2K +884 New
VNA
271
Valley National Advisers
Pennsylvania
$98K +$103K +940 New
CFA
272
Carroll Financial Associates
North Carolina
$96K
JFA
273
JNBA Financial Advisors
Minnesota
$91K
JIC
274
Joel Isaacson & Co
New York
$66K
WA
275
WFG Advisors
Texas
$64K