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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
301
Bartlett & Co
Ohio
$784K +$28.4K +260 +4%
SP
302
Successful Portfolios
Florida
$772K +$242K +2,220 +46%
GIM
303
Greenwich Investment Management
Connecticut
$741K +$330K +3,025 +80%
GC
304
Guggenheim Capital
Illinois
$740K -$7.75K -71 -1%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$739K -$21.4K -196 -3%
CT
306
Cambridge Trust
Massachusetts
$730K
PSUF
307
People's United Financial
Connecticut
$722K
ODG
308
O'Dell Group
Ohio
$719K -$15.1K -138 -2%
WWM
309
Windsor Wealth Management
Indiana
$719K +$10.3K +94 +1%
SIAP
310
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$716K
NWM
311
Northwest Wealth Management
Iowa
$707K +$169K +1,551 +31%
FAIM
312
Financial Advocates Investment Management
Washington
$692K -$419K -3,841 -38%
NCMW
313
Northern Capital Management (Wisconsin)
Wisconsin
$692K -$21.8K -200 -3%
MFW
314
Mosaic Family Wealth
Missouri
$684K +$26.8K +246 +4%
PCG
315
Private Capital Group
Connecticut
$683K
AIA
316
Allegis Investment Advisors
Idaho
$671K +$449K +4,120 +202%
LFAS
317
Level Four Advisory Services
Texas
$667K +$159K +1,459 +31%
NEAM
318
New England Asset Management
Connecticut
$654K
SWA
319
Sutton Wealth Advisors
Florida
$651K -$34.4K -315 -5%
PCM
320
Pointe Capital Management
Michigan
$650K -$109 -1 -0%
PP
321
Palladium Partners
Virginia
$633K +$190K +1,740 +43%
PWW
322
Pettyjohn Wood & White
Virginia
$626K -$3.6K -33 -0.6%
FNBOO
323
First National Bank of Omaha
Nebraska
$626K
EAM
324
Evanson Asset Management
California
$613K +$109 +1 +0%
BWP
325
BSW Wealth Partners
Colorado
$613K +$62.7K +575 +11%