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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
676
CPWM LLC
Washington
$289K
TFA
677
Teamwork Financial Advisors
Texas
$288K +$283K +2,494 New
BC
678
Brio Consultants
California
$281K -$811K -7,143 -75%
FM
679
Foster & Motley
Ohio
$281K -$29.2K -257 -10%
HPWM
680
Highland Private Wealth Management
Washington
$280K -$125K -1,100 -31%
DI
681
DFPG Investments
Utah
$278K +$273K +2,408 New
SMC
682
Smith, Moore & Co
Missouri
$277K +$1.36K +12 +0.5%
DWM
683
Doyle Wealth Management
Florida
$276K +$681 +6 +0.3%
RPWA
684
Regent Peak Wealth Advisors
Georgia
$275K
CCM
685
Crabel Capital Management
California
$275K +$270K +2,382 New
HIC
686
Holderness Investments Company
North Carolina
$273K
Squarepoint
687
Squarepoint
New York
$271K +$267K +2,348 New
SB
688
Strategic Blueprint
Georgia
$271K +$267K +2,350 New
WI
689
Wintrust Investments
Illinois
$270K -$128K -1,129 -33%
PGWM
690
Parisi Gray Wealth Management
New Jersey
$268K +$264K +2,326 New
BCA
691
Bay Colony Advisors
Massachusetts
$267K +$57.3K +505 +28%
BAM
692
Belpointe Asset Management
Nevada
$265K -$25.4K -224 -9%
NB
693
Nicolet Bankshares
Wisconsin
$265K
RTS
694
Round Table Services
New Jersey
$263K +$258K +2,276 New
WC
695
Whitney & Co
New York
$262K
WA
696
WBH Advisory
Maryland
$258K
WT
697
Washington Trust
Rhode Island
$257K
PAM
698
Peak Asset Management
Colorado
$256K +$251K +2,215 New
FUBT
699
First United Bank & Trust
Maryland
$254K
KFA
700
Kelleher Financial Advisors
New York
$254K