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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
376
Transamerica Financial Advisors
Florida
$260K -$245K -2,208 -49%
BL
377
Balentine LLC
Georgia
$259K +$2.22K +20 +0.9%
TCOV
378
Trust Company of Vermont
Vermont
$254K
WB
379
WesBanco Bank
West Virginia
$249K
FNT
380
First National Trust
Pennsylvania
$246K +$246K +2,215 New
KFA
381
Kelleher Financial Advisors
New York
$244K
JWS
382
Juncture Wealth Strategies
Arizona
$243K -$143K -1,287 -37%
AIA
383
Allegis Investment Advisors
Idaho
$240K +$240K +2,167 New
PAM
384
Peak Asset Management
Colorado
$239K -$128K -1,150 -35%
IF
385
Ironwood Financial
Arizona
$235K
KA
386
Klingman & Associates
New York
$232K -$7.77K -70 -3%
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$230K +$33.6K +303 +17%
PMG
388
ProVise Management Group
Florida
$229K
TFCP
389
Twin Focus Capital Partners
Massachusetts
$229K
HTC
390
Haverford Trust Company
Pennsylvania
$228K
FM
391
Foster & Motley
Ohio
$225K -$2.22K -20 -1%
Edgewood Management
392
Edgewood Management
Connecticut
$222K
JFA
393
JNBA Financial Advisors
Minnesota
$218K
HCA
394
Harbour Capital Advisors
Virginia
$216K -$16.6K -150 -7%
BMCM
395
Bryn Mawr Capital Management
Pennsylvania
$216K
AWE
396
Avidian Wealth Enterprises
Texas
$205K
CHAM
397
Clear Harbor Asset Management
Connecticut
$201K +$201K +1,812 New
UBS AM
398
UBS AM
Illinois
$196K
CPA
399
Clear Perspective Advisors
Illinois
$183K +$103K +924 +127%
VFA
400
Valeo Financial Advisors
Indiana
$172K +$172K +1,554 New