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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBH
801
Segall Bryant & Hamill
Illinois
$502K +$517K +4,577 New
PPW
802
Pinnacle Private Wealth
Massachusetts
$500K -$380K -3,363 -42%
BAM
803
BTS Asset Management
Massachusetts
$499K
AFS
804
AFG Fiduciary Services
Massachusetts
$499K +$74K +656 +17%
WCM
805
Windham Capital Management
Massachusetts
$497K
CAP
806
Columbia Advisory Partners
Washington
$496K +$25.5K +226 +5%
DHFB
807
Dixon Hubard Feinour & Brown
Virginia
$496K +$51.4K +455 +11%
VWA
808
VERITY Wealth Advisors
United States
$493K +$1.47K +13 +0.3%
AL
809
ADE LLC
Maryland
$491K
CCP
810
Corient Capital Partners
California
$491K
AA
811
ACT Advisors
North Carolina
$490K +$33.3K +295 +7%
AIM
812
Alhambra Investment Management
Florida
$490K +$192K +1,705 +62%
LNWWM
813
Laird Norton Wetherby Wealth Management
California
$489K +$105K +926 +26%
RF
814
RHS Financial
California
$486K +$195K +1,731 +64%
FCA
815
FLC Capital Advisors
California
$485K -$106K -938 -17%
BHWM
816
Bar Harbor Wealth Management
New Hampshire
$485K -$32.5K -288 -6%
VCP
817
Verus Capital Partners
Arizona
$484K +$503K +4,454 New
DHGWA
818
Dixon Hughes Goodman Wealth Advisors
North Carolina
$481K +$29.8K +264 +6%
WF
819
WoodTrust Financial
Wisconsin
$476K +$490K +4,338 New
CWM
820
Cordatus Wealth Management
Pennsylvania
$475K -$384K -3,400 -44%
CPA
821
Cardiff Park Advisors
California
$475K +$677 +6 +0.1%
VCA
822
Verdence Capital Advisors
Maryland
$474K +$30.2K +268 +7%
GSWM
823
Greenup Street Wealth Management
Michigan
$474K +$150K +1,325 +44%
SC
824
Stephens Consulting
Michigan
$471K +$111K +984 +30%
SW
825
Simplicity Wealth
New Jersey
$469K +$9.14K +81 +2%