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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
376
Legacy Private Trust
Wisconsin
$383K -$223K -2,053 -37%
D.E. Shaw & Co
377
D.E. Shaw & Co
New York
$376K
NEGWA
378
New England Guild Wealth Advisors
Connecticut
$375K -$146K -1,343 -28%
SFM
379
Signature Financial Management
Virginia
$371K -$99.6K -918 -21%
WF
380
Welch & Forbes
Massachusetts
$369K +$129K +1,185 +54%
BS
381
Boenning & Scattergood
Pennsylvania
$369K +$367K +3,382 New
VFA
382
Voya Financial Advisors
Connecticut
$366K -$204K -1,882 -36%
PFS
383
Prospera Financial Services
Texas
$356K -$20.7K -191 -6%
PMG
384
ProVise Management Group
Florida
$350K
WA
385
Winfield Associates
Ohio
$346K -$10.9K -100 -3%
CFA
386
Carroll Financial Associates
North Carolina
$345K -$37.9K -349 -10%
SWM
387
SigFig Wealth Management
California
$336K -$20.3K -187 -6%
LWA
388
Lenox Wealth Advisors
New York
$333K -$95.4K -879 -22%
NIC
389
Northwest Investment Counselors
Oregon
$331K -$5.43K -50 -2%
AF
390
Advisornet Financial
Minnesota
$328K -$142K -1,304 -30%
MWA
391
MFA Wealth Advisors
Pennsylvania
$313K -$19.4K -179 -6%
RJT
392
Raymond James Trust
Florida
$311K +$310K +2,856 New
MCTIC
393
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$305K
Lido Advisors
394
Lido Advisors
California
$304K -$67.2K -619 -18%
HTC
395
Haverford Trust Company
Pennsylvania
$299K +$74.4K +686 +33%
AWM
396
Avior Wealth Management
Nebraska
$298K -$93.8K -864 -24%
BCM
397
Boltwood Capital Management
California
$295K -$119K -1,100 -29%
FM
398
Foster & Motley
Ohio
$294K +$89.6K +826 +44%
MFT
399
Moisand Fitzgerald Tamayo
Florida
$293K
NPT
400
Nixon Peabody Trust
Massachusetts
$291K +$290K +2,670 New