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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
626
WealthPLAN Partners
Nebraska
$831K +$24.4K +209 +3%
3LCM
627
3D/L Capital Management
Connecticut
$828K -$92.3K -790 -10%
SW
628
StrongBox Wealth
Missouri
$827K
SFWA
629
Summit Financial Wealth Advisors
Louisiana
$826K +$84K +719 +11%
NFG
630
Nations Financial Group
Iowa
$824K +$582K +4,984 +244%
CF
631
Centaurus Financial
California
$816K +$51.9K +444 +7%
VWA
632
V Wealth Advisors
Kansas
$816K +$330K +2,820 +68%
PP
633
Patron Partners
Texas
$811K +$483K +4,136 +148%
RIM
634
Rockbridge Investment Management
New York
$807K +$116K +995 +17%
SS
635
Sunbelt Securities
Texas
$800K +$111K +953 +16%
MWM
636
Minot Wealth Management
Massachusetts
$797K -$43K -368 -5%
AWM
637
Altavista Wealth Management
North Carolina
$786K +$4.09K +35 +0.5%
BAM
638
Belpointe Asset Management
Nevada
$783K +$50.6K +433 +7%
AIM
639
Axiom Investment Management
New York
$780K -$50.6K -433 -6%
SWM
640
SeaCrest Wealth Management
New York
$775K +$117 +1 +0%
TAM
641
Todd Asset Management
Kentucky
$774K +$125K +1,070 +19%
RIA
642
Realta Investment Advisors
Delaware
$773K +$145K +1,237 +23%
KFI
643
Key Financial Inc
Pennsylvania
$768K +$225K +1,923 +42%
APWM
644
Atlas Private Wealth Management
New York
$765K +$199K +1,699 +35%
CCA
645
Checchi Capital Advisers
California
$764K -$2.92K -25 -0.4%
FHB
646
First Hawaiian Bank
Hawaii
$761K -$2.01M -17,228 -73%
Vanguard Personalized Indexing Management
647
Vanguard Personalized Indexing Management
California
$754K
T. Rowe Price Associates
648
T. Rowe Price Associates
Maryland
$748K -$215K -1,840 -22%
GA
649
GoalVest Advisory
New York
$742K -$10.9K -93 -1%
SWM
650
Sugarloaf Wealth Management
Georgia
$741K +$645K +5,521 +687%