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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
801
Stearns Financial Services Group
North Carolina
$13K +$13.1K +115 New
SIS
802
Sound Income Strategies
Florida
$12K
PP
803
Pacifica Partners
Canada
$11K
CG
804
Cutler Group
California
$11K +$11.4K +100 New
HI
805
Human Investing
Oregon
$10K
CFFP
806
Center for Financial Planning
Michigan
$10K +$9.93K +87 New
PWMG
807
Prestige Wealth Management Group
New Jersey
$6K -$114 -1 -2%
EWM
808
Edge Wealth Management
New York
$6K
EWM
809
EPG Wealth Management
Georgia
$6K +$6.16K +54 New
FMII
810
Farmers & Merchants Investments Inc
Nebraska
$5K
GEA
811
Glen Eagle Advisors
New Jersey
$3.39K
WQ
812
Wealth Quarterback
New Jersey
$3.16K
SQA
813
Simon Quick Advisors
New Jersey
$3K -$26.3K -230 -89%
IF
814
Ironwood Financial
Arizona
$3K -$24.1K -211 -90%
TFGT
815
TS Financial Group (TSFG)
Illinois
$3K -$7.99K -70 -72%
LGWM
816
Litman Gregory Wealth Management
California
$2K -$10K -88 -80%
WIM
817
Westside Investment Management
California
$1.19K +$1.2M +10,527 New
ADL
818
Asset Dedication LLC
California
$1K
CAN
819
Claraphi Advisory Network
United States
$1K +$1.26K +11 New
CL
820
Cabana LLC
Arkansas
-$20.7M -181,724 Closed
FIA
821
Foundations Investment Advisors
Arizona
-$18M -157,024 Closed
FCC
822
Florin Court Capital
United Kingdom
-$9.89M -86,800 Closed
IAA
823
Independent Advisor Alliance
North Carolina
-$8.77M -77,014 Closed
Millennium Management
824
Millennium Management
New York
-$6.8M -59,716 Closed
OR
825
Olympiad Research
Connecticut
-$6.2M -54,391 Closed