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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
551
IHT Wealth Management
Illinois
$1.94M -$347K -3,326 -15%
JWS
552
Juncture Wealth Strategies
Arizona
$1.93M +$813K +7,800 +75%
WLIM
553
White Lighthouse Investment Management
Massachusetts
$1.92M +$96.4K +925 +5%
Millennium Management
554
Millennium Management
New York
$1.92M +$1.9M +18,195 New
RIM
555
Rockbridge Investment Management
New York
$1.92M -$152K -1,460 -7%
BFO
556
Biltmore Family Office
North Carolina
$1.91M -$677K -6,500 -26%
SWM
557
SigFig Wealth Management
California
$1.9M -$89.3K -857 -4%
WS
558
Wedbush Securities
California
$1.89M -$544K -5,216 -23%
CWA
559
Consilio Wealth Advisors
Washington
$1.88M +$103K +992 +6%
VWA
560
Visionary Wealth Advisors
Illinois
$1.87M -$1.21M -11,613 -40%
CCMG
561
Clark Capital Management Group
Pennsylvania
$1.87M +$1.85M +17,726 New
OAM
562
Occidental Asset Management
California
$1.84M -$320K -3,067 -15%
PA
563
Procyon Advisors
Connecticut
$1.84M +$397K +3,805 +28%
OFP
564
OLIO Financial Planning
Virginia
$1.83M -$3.69M -35,385 -67%
GCM
565
Gallacher Capital Management
Colorado
$1.82M +$1.8M +17,275 New
SF
566
Summit Financial
New Jersey
$1.82M -$667K -6,403 -27%
OC
567
Oppenheimer & Co
New York
$1.82M +$13.3K +128 +0.7%
SA
568
Sunesis Advisors
Kansas
$1.82M
CA
569
Crewe Advisors
Utah
$1.81M +$1.2M +11,502 +203%
MWM
570
Modera Wealth Management
New Jersey
$1.81M -$7.12M -68,355 -80%
LA
571
Lindenwold Advisors
Pennsylvania
$1.8M -$34.9K -335 -2%
ACM
572
Ascendant Capital Management
California
$1.79M +$208K +2,000 +13%
CWS
573
Cypress Wealth Services
California
$1.79M -$426K -4,083 -19%
EWM
574
Endurance Wealth Management
Rhode Island
$1.78M -$55.2K -530 -3%
EGA
575
Eagle Global Advisors
Texas
$1.78M -$76.6K -735 -4%