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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JBA
451
Johnson Bixby & Associates
Washington
$3.88M +$416K +3,913 +12%
IWS
452
Insight Wealth Strategies
California
$3.87M +$176K +1,657 +5%
EP
453
Edgestream Partners
New Jersey
$3.87M -$908K -8,542 -19%
BGWM
454
Bridge Generations Wealth Management
Florida
$3.84M +$103K +966 +3%
SA
455
Sovran Advisors
California
$3.83M -$51.2K -481 -1%
UWPG
456
Ullmann Wealth Partners Group
Florida
$3.79M +$539K +5,068 +16%
SA
457
Sincerus Advisory
New York
$3.74M +$921K +8,659 +32%
SIA
458
Schechter Investment Advisors
Michigan
$3.73M +$77.3K +727 +2%
LI
459
LifeWealth Investments
Florida
$3.72M +$1.35M +12,680 +56%
BCM
460
Becker Capital Management
Oregon
$3.71M +$247K +2,321 +7%
DW
461
Durante & Waters
New York
$3.71M +$273K +2,571 +8%
IAA
462
Independent Advisor Alliance
North Carolina
$3.68M -$9.83M -92,443 -73%
LFAS
463
Level Four Advisory Services
Texas
$3.67M +$1.21M +11,346 +48%
PTC
464
Private Trust Company
Ohio
$3.67M -$546K -5,138 -13%
TFA
465
Tobias Financial Advisors
Florida
$3.65M +$499K +4,693 +16%
FFP
466
FourThought Financial Partners
Florida
$3.62M +$351K +3,296 +11%
CIAS
467
CFS Investment Advisory Services
New Jersey
$3.62M -$1.95M -18,377 -35%
William Blair & Company
468
William Blair & Company
Illinois
$3.61M +$255K +2,395 +8%
MHR
469
Matthew Hamilton Rosenberg
$3.6M +$156K +1,469 +4%
BAAM
470
Baker Avenue Asset Management
California
$3.58M +$396K +3,725 +12%
WTC
471
WhitTier Trust Company
Nevada
$3.57M +$85.1K +800 +2%
MFG
472
Mainsail Financial Group
Washington
$3.54M +$255K +2,401 +8%
WIC
473
Whitegate Investment Counselors
New Hampshire
$3.51M -$75.5K -710 -2%
AWA
474
Aletheian Wealth Advisors
Washington
$3.51M +$432K +4,064 +14%
ERIC
475
Eagle Rock Investment Company
Georgia
$3.51M +$103K +969 +3%