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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
501
Paulson Wealth Management
Illinois
$2.95M +$234K +2,238 +9%
SF
502
Symphony Financial
Texas
$2.93M +$1.07M +10,226 +61%
PP
503
Prosperity Planning
Missouri
$2.93M
SF
504
Summit Financial
New Jersey
$2.93M -$138K -1,320 -5%
MA
505
Mutual Advisors
Nebraska
$2.91M +$45.6K +436 +2%
4WM
506
4J Wealth Management
Virginia
$2.91M -$168K -1,610 -6%
JSA
507
Jacobson & Schmitt Advisors
Wisconsin
$2.91M -$617K -5,908 -18%
William Blair & Company
508
William Blair & Company
Illinois
$2.89M +$619K +5,920 +29%
HIP
509
HUB Investment Partners
Texas
$2.87M +$33.8K +323 +1%
HFS
510
Hoge Financial Services
Pennsylvania
$2.87M +$2.76M +26,429 New
CW
511
CreativeOne Wealth
Kansas
$2.85M +$493K +4,718 +22%
FIBT
512
First International Bank & Trust
North Dakota
$2.84M +$53K +507 +2%
LAM
513
LifePro Asset Management
California
$2.81M -$301K -2,883 -10%
HPFG
514
Hart & Patterson Financial Group
Massachusetts
$2.8M +$2.7M +25,855 New
FA
515
Fountainhead AM
New Jersey
$2.79M +$2.69M +25,762 New
CPP
516
Capasso Planning Partners
South Carolina
$2.78M +$370K +3,544 +16%
SIA
517
Spectrum Investment Advisors
Wisconsin
$2.78M +$2.68M +25,609 New
SFG
518
StrategIQ Financial Group
Indiana
$2.77M -$289K -2,768 -10%
PWS
519
Physician Wealth Solutions
Nevada
$2.76M +$2.67M +25,503 New
PAG
520
Paladin Advisory Group
Iowa
$2.76M +$91.2K +873 +4%
KL
521
KWMG LLC
Kansas
$2.76M -$122K -1,166 -4%
LFP
522
Leeward Financial Partners
Washington
$2.74M +$255K +2,440 +11%
BAAM
523
Baker Avenue Asset Management
California
$2.72M -$399K -3,817 -13%
SW
524
Simplicity Wealth
New Jersey
$2.72M +$683K +6,533 +35%
UWPG
525
Ullmann Wealth Partners Group
Florida
$2.69M +$1.78M +17,020 +217%