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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
251
Capital Investment Services of America
Wisconsin
$6.75M -$691K -6,500 -9%
ACP
252
Aveo Capital Partners
Colorado
$6.74M +$2.48M +23,322 +55%
WP
253
WealthShield Partners
North Carolina
$6.6M -$41K -386 -0.6%
Wealthfront Advisers
254
Wealthfront Advisers
California
$6.45M -$3.21M -30,152 -32%
TWM
255
Thrive Wealth Management
Pennsylvania
$6.45M +$2.58M +24,285 +63%
RIA
256
Regal Investment Advisors
Michigan
$6.41M +$1.36M +12,755 +26%
AWA
257
Aquire Wealth Advisors
Utah
$6.38M +$244K +2,298 +4%
LFS
258
Lutz Financial Services
Nebraska
$6.37M +$1.24M +11,655 +23%
OWA
259
One Wealth Advisors
California
$6.33M -$7.2M -67,685 -52%
BCM
260
BTC Capital Management
Iowa
$6.3M +$2.1M +19,748 +47%
SHGA
261
Sand Hill Global Advisors
California
$6.28M -$10.1M -95,337 -61%
MWAM
262
Manhattan West Asset Management
California
$6.28M -$4.89M -46,013 -43%
LAM
263
LifePro Asset Management
California
$6.25M +$6.48M +60,924 New
FWM
264
ForthRight Wealth Management
Georgia
$6.24M -$6.46M -60,796 -50%
MWA
265
Motive Wealth Advisors
Michigan
$6.21M +$859K +8,080 +15%
Kayne Anderson Rudnick Investment Management
266
Kayne Anderson Rudnick Investment Management
California
$6.2M +$1.51M +14,199 +31%
ONB
267
Old National Bancorp
Indiana
$6.12M +$6.35M +59,701 New
FBB
268
Fulton Breakefield Broenniman
Maryland
$6.1M -$17.3K -163 -0.3%
MWA
269
Martel Wealth Advisors
Washington
$6.08M -$1.12M -10,541 -15%
FAM
270
Forte Asset Management
New York
$6.03M +$3.7M +34,775 +145%
SFMG
271
Sage Financial Management Group
Virginia
$6.02M -$171K -1,605 -3%
LNC
272
Lincoln National Corp
Pennsylvania
$6M -$3.39M -31,895 -35%
FCAM
273
First Citizens Asset Management
North Carolina
$5.99M +$6.21M +58,431 New
LRIA
274
Leonard Rickey Investment Advisors
Washington
$5.95M -$154K -1,452 -2%
RA
275
RFG Advisory
Alabama
$5.94M +$162K +1,520 +3%