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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
501
Baron Financial Group
New Jersey
$2.45M -$1.36M -13,006 -36%
SFG
502
Sunburst Financial Group
Alabama
$2.45M +$1.79M +17,183 +284%
KC
503
Kades & Cheifetz
Pennsylvania
$2.43M +$2.4M +23,043 New
CT
504
Caldwell Trust
Florida
$2.43M -$85.5K -820 -3%
MFG
505
Merit Financial Group
Georgia
$2.43M -$402K -3,855 -14%
CFA
506
Capstone Financial Advisors
Illinois
$2.42M +$301K +2,888 +14%
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
$2.41M +$1.58M +15,143 +196%
EA
508
Eclectic Associates
California
$2.4M +$2.37M +22,752 New
GSIAS
509
Garden State Investment Advisory Services
New Jersey
$2.39M +$2.37M +22,695 New
CWP
510
Concord Wealth Partners
Virginia
$2.39M -$165K -1,587 -7%
DAS
511
Dynamic Advisor Solutions
Arizona
$2.37M +$575K +5,518 +33%
JWCA
512
J.W. Cole Advisors
Florida
$2.34M +$153K +1,466 +7%
KL
513
KWMG LLC
Kansas
$2.33M +$88.2K +846 +4%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$2.32M -$592K -5,683 -16%
WW
515
Westshore Wealth
California
$2.28M +$2.25M +21,605 New
CIA
516
Capital Investment Advisors
Georgia
$2.27M -$66.8K -641 -3%
GC
517
Guggenheim Capital
Illinois
$2.25M -$943K -9,044 -30%
CWM
518
Congress Wealth Management
Massachusetts
$2.22M -$6.2M -59,478 -74%
IWMA
519
Ironwood Wealth Management (Arizona)
Arizona
$2.21M +$837K +8,030 +62%
OSAM
520
O'Shaughnessy Asset Management
Connecticut
$2.21M +$2.18M +20,964 +2,096,400%
FFA
521
Farther Finance Advisors
California
$2.2M +$2.17M +20,811 New
VT
522
Vise Technologies
New York
$2.19M -$241K -2,317 -10%
PTC
523
Philadelphia Trust Company
Pennsylvania
$2.17M
PWMG
524
Provence Wealth Management Group
California
$2.16M +$2.14M +20,505 New
WA
525
Wealthstar Advisors
Texas
$2.14M