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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
651
Neuberger Berman Group
New York
$652K
TAM
652
Todd Asset Management
Kentucky
$643K
VVP
653
Venture Visionary Partners
Ohio
$642K +$241K +2,064 +59%
PWM
654
PBMares Wealth Management
Virginia
$640K -$228K -1,956 -26%
CFB
655
Cullen/Frost Bankers
Texas
$639K
WP
656
WMS Partners
Maryland
$639K +$933 +8 +0.1%
KC
657
Kingfisher Capital
North Carolina
$636K +$111K +948 +21%
CCT
658
Country Club Trust
Missouri
$635K +$28.6K +245 +5%
CWM
659
Chesapeake Wealth Management
Virginia
$634K
SWM
660
Sugarloaf Wealth Management
Georgia
$633K -$2.96M -25,409 -97%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$631K -$96.9K -831 -13%
BHWM
662
Bar Harbor Wealth Management
New Hampshire
$629K -$4.67K -40 -0.7%
CFD
663
Creative Financial Designs
Indiana
$624K +$134K +1,146 +27%
RIA
664
Realta Investment Advisors
Delaware
$622K +$42.3K +363 +7%
FCA
665
FLC Capital Advisors
California
$620K
FAM
666
Flaharty Asset Management
Florida
$615K -$812K -6,965 -57%
AIM
667
Acropolis Investment Management
Missouri
$615K +$202K +1,736 +49%
GIA
668
Gladstone Institutional Advisory
Florida
$612K +$316K +2,712 +106%
CFS
669
CRA Financial Services
New Jersey
$611K -$58.5K -502 -9%
HTC
670
Haverford Trust Company
Pennsylvania
$608K
CWA
671
Clearview Wealth Advisors
Oregon
$605K -$36.6K -314 -6%
RSWM
672
Robertson Stephens Wealth Management
California
$604K -$84.4K -724 -12%
LWA
673
Lineweaver Wealth Advisors
Ohio
$598K -$135K -1,154 -18%
RWA
674
River Wealth Advisors
Pennsylvania
$596K +$34.9K +299 +6%
SAS
675
Sanford Advisory Services
Michigan
$595K +$60.4K +518 +11%