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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
751
Rockwood Wealth Management
Pennsylvania
$624K -$61.9K -580 -9%
HIF
752
Hill Island Financial
Michigan
$624K -$495K -4,634 -44%
FA
753
FC Advisory
Pennsylvania
$623K -$1.44M -13,523 -70%
MWM
754
Mattern Wealth Management
Kansas
$623K -$295K -2,764 -32%
RC
755
Roundview Capital
New Jersey
$623K +$223K +2,092 +56%
PWMAG
756
Pinnacle Wealth Management Advisory Group
New Jersey
$622K -$233K -2,180 -27%
VC
757
Veracity Capital
Georgia
$616K -$653K -6,115 -51%
NFG
758
Nations Financial Group
Iowa
$611K -$408K -3,819 -40%
CCFM
759
Clear Creek Financial Management
Washington
$609K +$611K +5,722 New
CAL
760
Capital Advisors Ltd
Ohio
$603K +$94.1K +882 +18%
SFP
761
Sandbox Financial Partners
Maryland
$602K -$96K -900 -14%
W
762
WealthOne
New York
$602K +$1.92K +18 +0.3%
GT
763
Glenview Trust
Kentucky
$600K
SIC
764
Sterling Investment Counsel
New York
$600K +$602K +5,640 New
VVP
765
Venture Visionary Partners
Ohio
$595K -$71.4K -669 -11%
TC
766
Titleist Capital
Texas
$594K -$314K -2,941 -34%
Kovitz Investment Group Partners
767
Kovitz Investment Group Partners
Illinois
$591K -$646K -6,055 -52%
SPI
768
Sutton Place Investors
New York
$590K +$213K +1,994 +56%
FAM
769
Flaharty Asset Management
Florida
$588K +$2.13K +20 +0.4%
LFS
770
Legacy Financial Strategies
Kansas
$587K -$3.2M -29,942 -84%
GIA
771
Gladstone Institutional Advisory
Florida
$587K -$283K -2,652 -32%
MCM
772
Maple Capital Management
Vermont
$579K +$53.5K +501 +10%
LA
773
LexAurum Advisors
Kansas
$575K +$124K +1,161 +27%
OWM
774
Orgel Wealth Management
Wisconsin
$571K -$55.3M -518,462 -99%
Vanguard Personalized Indexing Management
775
Vanguard Personalized Indexing Management
California
$568K +$319K +2,988 +127%