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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
426
Peak Asset Management
Colorado
$226K -$8.29K -76 -4%
CIC
427
Carnegie Investment Counsel
Ohio
$226K +$227K +2,080 New
IWC
428
Integrated Wealth Concepts
Massachusetts
$226K +$227K +2,082 New
HTC
429
Haverford Trust Company
Pennsylvania
$224K -$185K -1,695 -45%
Edgewood Management
430
Edgewood Management
Connecticut
$218K
BBNB
431
Baker Boyer National Bank
Washington
$218K +$218K +2,000 New
JFA
432
JNBA Financial Advisors
Minnesota
$214K
BMCM
433
Bryn Mawr Capital Management
Pennsylvania
$212K
CIA
434
Choate Investment Advisors
Massachusetts
$212K
FM
435
Foster & Motley
Ohio
$204K -$6.87K -63 -3%
CB
436
Community Bank
New York
$204K
GLA
437
Great Lakes Advisors
Illinois
$202K -$112K -1,025 -36%
AWE
438
Avidian Wealth Enterprises
Texas
$202K
LGWM
439
Litman Gregory Wealth Management
California
$196K +$196K +1,797 New
IWM
440
IHT Wealth Management
Illinois
$183K
PGWM
441
Parisi Gray Wealth Management
New Jersey
$183K
CPA
442
Clear Perspective Advisors
Illinois
$180K
VFA
443
Valeo Financial Advisors
Indiana
$169K
CFD
444
Creative Financial Designs
Indiana
$164K +$45.8K +420 +39%
BWA
445
BDO Wealth Advisors
Florida
$148K +$148K +1,355 New
BFC
446
Bedel Financial Consulting
Indiana
$148K +$148K +1,355 New
AWMS
447
Advocacy Wealth Management Services
Georgia
$143K
AWM
448
AllSquare Wealth Management
New York
$142K
TFA
449
Toth Financial Advisory
Virginia
$140K -$21.5K -197 -13%
OIA
450
Optimum Investment Advisors
Illinois
$140K +$140K +1,287 New