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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
701
Theory Financial
Colorado
$774K +$539K +5,054 +231%
BOPW
702
Brandywine Oak Private Wealth
Pennsylvania
$773K -$6.32M -59,227 -89%
AAS
703
Ameritas Advisory Services
Nebraska
$773K -$311K -2,919 -29%
SG
704
StoneX Group
New York
$769K -$3.56M -33,380 -82%
SHIM
705
Stone House Investment Management
Pennsylvania
$768K +$531K +4,974 +222%
PJSIMP
706
P.J. Schmidt Investment Management (PJS)
Wisconsin
$767K -$768K -7,200 -50%
NWM
707
Northwest Wealth Management
Iowa
$762K -$202K -1,890 -21%
MPCG
708
Matrix Private Capital Group
New York
$760K +$21.4K +201 +3%
CCB
709
Country Club Bank
Missouri
$756K -$118K -1,105 -13%
RB
710
Renasant Bank
Mississippi
$753K -$177K -1,662 -19%
BFA
711
Beacon Financial Advisory
Ohio
$753K +$248K +2,321 +49%
BB
712
Bell Bank
North Dakota
$753K +$756K +7,081 New
SFWA
713
Summit Financial Wealth Advisors
Louisiana
$751K -$36.8K -345 -5%
SAF
714
Smith Anglin Financial
Texas
$750K +$362K +3,392 +93%
PWP
715
Perfromance Wealth Partners
Illinois
$737K
VHAM
716
Van Hulzen Asset Management
California
$735K +$737K +6,911 New
ICG
717
InterOcean Capital Group
Tennessee
$731K +$733K +6,871 New
BJL
718
Brighton Jones LLC
Washington
$728K +$730K +6,841 New
SWM
719
SeaCrest Wealth Management
New York
$727K +$11.6K +109 +2%
CFB
720
Cullen/Frost Bankers
Texas
$727K +$141K +1,325 +24%
JWS
721
Juncture Wealth Strategies
Arizona
$725K -$958K -8,977 -57%
CFS
722
CRA Financial Services
New Jersey
$716K +$279K +2,613 +63%
T. Rowe Price Associates
723
T. Rowe Price Associates
Maryland
$713K +$267K +2,500 +59%
NCM
724
Noesis Capital Mangement
Florida
$710K
FCA
725
FLC Capital Advisors
California
$709K +$239K +2,241 +51%