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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
326
WFG Advisors
Texas
$434K +$107K +989 +33%
CTB
327
Country Trust Bank
Illinois
$431K -$1.16M -10,714 -73%
CB
328
Chemical Bank
Michigan
$429K
BAM
329
Berkshire Asset Management
Pennsylvania
$426K +$17K +157 +4%
FMWA
330
Forvis Mazars Wealth Advisors
Missouri
$405K -$178K -1,641 -31%
WA
331
Winfield Associates
Ohio
$389K -$108K -1,000 -22%
VIA
332
Vantage Investment Advisors
Pennsylvania
$387K -$50.7K -468 -12%
SSWM
333
Sheets Smith Wealth Management
North Carolina
$387K +$434 +4 +0.1%
HFM
334
Hartford Financial Management
Connecticut
$380K +$23.2K +214 +7%
GC
335
Grimes & Company
Massachusetts
$375K
BCM
336
BTC Capital Management
Iowa
$371K +$368K +3,399 New
AWA
337
Arete Wealth Advisors
Illinois
$365K +$8.78K +81 +2%
HT
338
HighTower Trust
Texas
$364K +$3.04K +28 +0.8%
PAM
339
Peak Asset Management
Colorado
$363K +$8.24K +76 +2%
AIP
340
Ameritas Investment Partners
Nebraska
$359K -$122K -1,124 -25%
LWA
341
Lenox Wealth Advisors
New York
$346K -$11.4K -105 -3%
FNBOO
342
First National Bank of Omaha
Nebraska
$343K -$132K -1,218 -28%
BSW
343
Buckingham Strategic Wealth
Missouri
$339K +$124K +1,146 +58%
GWM
344
Geneos Wealth Management
Colorado
$338K -$97.5K -899 -22%
CIA
345
Choate Investment Advisors
Massachusetts
$323K -$65K -600 -17%
Lido Advisors
346
Lido Advisors
California
$313K -$471K -4,349 -60%
GLA
347
Great Lakes Advisors
Illinois
$310K -$70.5K -650 -19%
BMCM
348
Bryn Mawr Capital Management
Pennsylvania
$306K -$2.36M -21,788 -89%
MCTIC
349
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$305K
PG
350
Patten Group
Tennessee
$300K -$9.97K -92 -3%