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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Aries Wealth Management
Maine
$597K -$23.4K -220 -4%
MYIA
752
Mount Yale Investment Advisors
Colorado
$596K +$78.2K +736 +14%
PFA
753
Professional Financial Advisors
Nebraska
$592K -$19.9K -187 -3%
FAM
754
Flaharty Asset Management
Florida
$592K +$25K +235 +4%
W
755
WealthOne
New York
$583K +$2.13K +20 +0.4%
CA
756
Crewe Advisors
Utah
$583K +$223K +2,097 +59%
SAF
757
Smith Anglin Financial
Texas
$580K -$148K -1,395 -20%
FLPIM
758
F.L. Putnam Investment Management
Massachusetts
$570K -$439K -4,125 -43%
BWM
759
Benchmark Wealth Management
Connecticut
$570K -$97.3K -915 -14%
SCFS
760
S.C. Financial Services
Arizona
$566K +$60K +564 +11%
NFG
761
Nations Financial Group
Iowa
$564K -$27K -254 -4%
9WM
762
9258 Wealth Management
Ohio
$561K +$215K +2,026 +59%
SIM
763
Stratos Investment Management
Ohio
$557K -$46.9K -441 -8%
LA
764
LexAurum Advisors
Kansas
$551K -$2.98K -28 -0.5%
GSWM
765
Greenup Street Wealth Management
Michigan
$551K +$195K +1,832 +52%
BAG
766
Briggs Advisory Group
Rhode Island
$547K
MCM
767
Maple Capital Management
Vermont
$546K -$17.6K -166 -3%
F
768
F3Logic
Minnesota
$546K +$322K +3,030 +131%
JAG
769
Journey Advisory Group
Kentucky
$544K -$278K -2,615 -33%
FFA
770
Fragasso Financial Advisors
Pennsylvania
$540K +$560K +5,267 New
RHBC
771
R.H. Bluestein & Co
Michigan
$538K +$558K +5,245 New
RPC
772
Rossmore Private Capital
Connecticut
$537K +$91.5K +861 +20%
Neuberger Berman Group
773
Neuberger Berman Group
New York
$533K -$7.01M -65,895 -93%
IC
774
IEQ Capital
California
$532K +$551K +5,185 New
TC
775
Titleist Capital
Texas
$530K -$44.8K -421 -8%