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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Paulson Wealth Management
Illinois
$4.67M -$2.73M -23,501 -37%
SBL
302
Sargent Bickham Lagudis
Colorado
$4.63M -$63K -543 -1%
VT
303
Vise Technologies
New York
$4.6M +$4.6M +39,582 New
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$4.6M +$1.21M +10,406 +35%
CAWM
305
Capital Advisors Wealth Management
Washington
$4.59M +$433K +3,727 +10%
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$4.56M +$2.3M +19,800 +103%
PA
307
Parallel Advisors
California
$4.56M -$351K -3,020 -7%
GP
308
Girard Partners
Pennsylvania
$4.55M +$646K +5,566 +17%
FCIM
309
Fairview Capital Investment Management
California
$4.53M
PSUF
310
People's United Financial
Connecticut
$4.51M -$650K -5,601 -13%
MFG
311
MidWestOne Financial Group
Iowa
$4.47M +$98.2K +846 +2%
SFG
312
StrategIQ Financial Group
Indiana
$4.39M +$168K +1,450 +4%
SG
313
StoneX Group
New York
$4.37M +$126K +1,083 +3%
SW
314
SteelPeak Wealth
California
$4.36M +$993K +8,553 +30%
SCG
315
Sonata Capital Group
Washington
$4.35M +$570K +4,910 +15%
VA
316
Valmark Advisers
Ohio
$4.33M +$217K +1,865 +5%
CWM
317
Cornerstone Wealth Management
Missouri
$4.29M -$82.6K -711 -2%
RTL
318
Red Tortoise LLC
Georgia
$4.28M -$1.06M -9,156 -20%
FA
319
Fortis Advisors
Pennsylvania
$4.27M +$14.3K +123 +0.3%
PP
320
PDS Planning
Ohio
$4.26M +$512K +4,408 +14%
JIR
321
James Investment Research
Ohio
$4.25M -$26.1K -225 -0.6%
Janney Montgomery Scott
322
Janney Montgomery Scott
Pennsylvania
$4.24M +$263K +2,261 +7%
MAM
323
Meeder Asset Management
Ohio
$4.24M +$676K +5,819 +19%
William Blair & Company
324
William Blair & Company
Illinois
$4.21M -$615K -5,297 -13%
BFA
325
Bragg Financial Advisors
North Carolina
$4.15M