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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$227K +$227K +2,054 New
AIA
452
Allegis Investment Advisors
Idaho
$226K -$13.9K -126 -6%
Edgewood Management
453
Edgewood Management
Connecticut
$221K
JFA
454
JNBA Financial Advisors
Minnesota
$218K
BMCM
455
Bryn Mawr Capital Management
Pennsylvania
$216K
CIA
456
Choate Investment Advisors
Massachusetts
$215K -$105K -949 -33%
JIC
457
Johnson Investment Counsel
Ohio
$215K -$175K -1,583 -45%
FM
458
Foster & Motley
Ohio
$214K -$10.6K -96 -5%
CB
459
Community Bank
New York
$208K +$152K +1,375 +275%
AWE
460
Avidian Wealth Enterprises
Texas
$205K
FHB
461
First Hawaiian Bank
Hawaii
$202K +$202K +1,826 New
TC
462
Trust Company
Kansas
$201K -$985K -8,903 -83%
CHAM
463
Clear Harbor Asset Management
Connecticut
$201K +$553 +5 +0.3%
TTWM
464
TCV Trust & Wealth Management
Virginia
$200K +$200K +1,807 New
UBS AM
465
UBS AM
Illinois
$194K -$1.55K -14 -0.8%
IWM
466
IHT Wealth Management
Illinois
$186K +$33.8K +305 +22%
PGWM
467
Parisi Gray Wealth Management
New Jersey
$186K +$187K +1,686 New
CPA
468
Clear Perspective Advisors
Illinois
$183K
PWM
469
Perigon Wealth Management
California
$181K -$1.74M -15,765 -91%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$177K +$141K +1,270 +387%
VFA
471
Valeo Financial Advisors
Indiana
$172K
TFA
472
Toth Financial Advisory
Virginia
$164K +$164K +1,485 New
AWMS
473
Advocacy Wealth Management Services
Georgia
$145K -$8.63K -78 -6%
AWM
474
AllSquare Wealth Management
New York
$144K -$553 -5 -0.4%
AF
475
Arrow Financial
New York
$139K +$28K +253 +25%