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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCS
601
Private Client Services
Kentucky
$2.59M +$113K +1,053 +5%
Qube Research & Technologies (QRT)
602
Qube Research & Technologies (QRT)
United Kingdom
$2.59M +$1.99M +18,624 +344%
CFA
603
Cahill Financial Advisors
Minnesota
$2.59M -$68.6K -641 -3%
PWM
604
Peak Wealth Management
New Hampshire
$2.58M +$817K +7,638 +47%
FPGK
605
Financial Partners Group (Kansas)
Kansas
$2.57M +$391K +3,657 +18%
PP
606
Prosperity Planning
Missouri
$2.56M – – –
VAG
607
VisionPoint Advisory Group
Texas
$2.52M +$1.8M +16,824 +254%
XPN
608
XY Planning Network
Montana
$2.5M +$530K +4,958 +27%
SGCM
609
Sanchez Gaunt Capital Management
Nevada
$2.49M -$29.3K -274 -1%
DC
610
Dorval Corp
Minnesota
$2.49M +$192K +1,796 +8%
DCM
611
Donaldson Capital Management
Indiana
$2.49M – – –
PCA
612
Prosperity Capital Advisors
Ohio
$2.49M -$219K -2,044 -8%
TF
613
Theory Financial
Colorado
$2.49M +$14.9K +139 +0.6%
SWA
614
Safir Wealth Advisors
New Hampshire
$2.48M – – –
CFC
615
Client First Capital
California
$2.48M – – –
RFP
616
RCS Financial Planning
Maryland
$2.48M -$31K -290 -1%
STFP
617
Signal Tree Financial Partners
Ohio
$2.46M – – –
MA
618
Mutual Advisors
Nebraska
$2.42M +$402K +3,755 +20%
Millennium Management
619
Millennium Management
New York
$2.4M +$2.39M +22,315 New
FF
620
Foronjy Financial
California
$2.4M +$800K +7,482 +51%
MWC
621
MKD Wealth Coaches
Michigan
$2.39M +$45.5K +425 +2%
CWM
622
Cornerstone Wealth Management
Missouri
$2.37M +$207K +1,937 +10%
ETC
623
Exchange Traded Concepts
Oklahoma
$2.37M +$2.35M +21,999 New
OPAM
624
Ocean Park Asset Management
California
$2.37M +$2.35M +21,999 New
IAS
625
Integrity Advisory Solutions
Texas
$2.35M +$694K +6,486 +42%