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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$2.15M +$2.15M +18,533 New
SVWAG
352
Sound View Wealth Advisors Group
Georgia
$2.15M -$62.3K -536 -3%
Wealth Enhancement Advisory Services
353
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$105K +905 +5%
HSA
354
HBK Sorce Advisory
Pennsylvania
$2.12M +$1.39K +12 +0.1%
OC
355
Oppenheimer & Co
New York
$2.1M -$44.4K -382 -2%
Vanguard Personalized Indexing Management
356
Vanguard Personalized Indexing Management
California
$2.1M +$2.1M +18,097 New
CG
357
Colony Group
Massachusetts
$2.09M -$35.3K -304 -2%
GL
358
Graypoint LLC
New York
$2.09M
3AM
359
3D Asset Management
Connecticut
$2.08M -$421K -3,620 -17%
S
360
SignatureFD
Georgia
$2.07M -$69.1K -595 -3%
AWE
361
Avidian Wealth Enterprises
Texas
$2.07M +$917K +7,895 +79%
SG
362
StoneX Group
New York
$2.05M +$280K +2,409 +16%
CT
363
Caldwell Trust
Florida
$2.03M -$11.6K -100 -0.6%
SA
364
Sunesis Advisors
Kansas
$2M
PJSIMP
365
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.99M +$2M +17,219 New
PAG
366
Pinnacle Advisory Group
Maryland
$1.94M +$119K +1,024 +7%
FAM
367
Flaharty Asset Management
Florida
$1.93M +$64.8K +558 +3%
SCM
368
Smith Capital Management
Arkansas
$1.92M +$160K +1,380 +9%
KL
369
KWMG LLC
Kansas
$1.92M +$203K +1,747 +12%
ST
370
Spinnaker Trust
Maine
$1.91M
TCA
371
Transcend Capital Advisors
New Jersey
$1.89M +$106K +910 +6%
AWM
372
Avior Wealth Management
Nebraska
$1.88M +$739K +6,363 +65%
AI
373
Atria Investments
North Carolina
$1.87M +$39.6K +341 +2%
AAM
374
Autus Asset Management
Arizona
$1.87M +$108K +930 +6%
APA
375
American Portfolios Advisors
New York
$1.85M +$62.2K +535 +3%