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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KL
426
KWMG LLC
Kansas
$2.48M +$272K +2,340 +12%
HCM
427
Hollencrest Capital Management
California
$2.42M +$2.41M +20,789 New
JG
428
Jefferies Group
New York
$2.41M +$2.41M +20,725 New
LPP
429
Life Planning Partners
Florida
$2.41M +$2.4M +20,697 New
YIA
430
YHB Investment Advisors
Connecticut
$2.4M -$1.83M -15,732 -43%
CT
431
Columbia Trust
Oregon
$2.4M
FLPIM
432
F.L. Putnam Investment Management
Massachusetts
$2.38M -$303K -2,609 -11%
FFS
433
Founders Financial Securities
Maryland
$2.38M +$298K +2,565 +14%
AAM
434
Autus Asset Management
Arizona
$2.38M +$85K +732 +4%
WA
435
WBH Advisory
Maryland
$2.36M +$1.11M +9,551 +89%
BZWA
436
Blue Zone Wealth Advisors
California
$2.35M -$237K -2,040 -9%
BG
437
Benedetti & Gucer
Georgia
$2.35M +$38.8K +334 +2%
DIA
438
Dean Investment Associates
Ohio
$2.34M +$36.2K +312 +2%
HI
439
Horizon Investments
North Carolina
$2.34M +$257K +2,216 +12%
HAIM
440
Hunter Associates Investment Management
Pennsylvania
$2.33M
PTC
441
Philadelphia Trust Company
Pennsylvania
$2.29M
JFGIW
442
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.28M +$988K +8,507 +77%
PA
443
Pinnacle Associates
New York
$2.27M -$30.5K -263 -1%
RFO
444
RiverGlades Family Offices
Florida
$2.25M -$65K -560 -3%
AIA
445
Alera Investment Advisors
Illinois
$2.25M -$750K -6,462 -25%
AWM
446
Axxcess Wealth Management
California
$2.25M +$2.24M +19,333 New
WA
447
Wealthstar Advisors
Texas
$2.24M +$284K +2,449 +15%
AWM
448
Altium Wealth Management
New York
$2.23M +$760K +6,543 +52%
IWM
449
IHT Wealth Management
Illinois
$2.21M +$111K +958 +5%
SMG
450
Smart Money Group
Texas
$2.18M +$373K +3,212 +21%