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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
801
Integris Wealth Management
California
$687K +$678K +6,508 New
SWM
802
SeaCrest Wealth Management
New York
$686K -$65.7K -630 -9%
First Trust Advisors
803
First Trust Advisors
Illinois
$684K -$216K -2,077 -24%
IA
804
IFG Advisory
Georgia
$677K -$1.08M -10,365 -62%
EWA
805
EverSource Wealth Advisors
Alabama
$675K +$505K +4,844 +312%
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$670K +$662K +6,353 New
HWAM
807
Hennion & Walsh Asset Management
New Jersey
$669K +$4.48K +43 +0.7%
NCM
808
NCM Capital Management
New Jersey
$666K
FMP
809
Financial Management Professionals
Texas
$663K +$655K +6,286 New
HIF
810
Hill Island Financial
Michigan
$657K +$5.11K +49 +0.8%
SAF
811
Smith Anglin Financial
Texas
$655K +$57.7K +554 +10%
UWPG
812
Ullmann Wealth Partners Group
Florida
$655K +$4.38K +42 +0.7%
TC
813
Telemus Capital
Michigan
$652K -$210K -2,014 -25%
SBH
814
Segall Bryant & Hamill
Illinois
$650K +$270K +2,590 +73%
SCA
815
Snowden Capital Advisors
New York
$649K +$641K +6,154 New
TAM
816
Todd Asset Management
Kentucky
$649K -$49.5K -475 -7%
VC
817
Veracity Capital
Georgia
$648K +$124K +1,188 +24%
9WM
818
9258 Wealth Management
Ohio
$643K +$64.5K +619 +11%
FAFN
819
First Affirmative Financial Network
Colorado
$640K -$42.4K -407 -6%
BBWP
820
Beacon Bridge Wealth Partners
Pennsylvania
$640K +$632K +6,068 New
HWM
821
HB Wealth Management
Georgia
$639K +$631K +6,056 New
MPPLM
822
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$639K -$166K -1,597 -21%
FSG
823
Financial Strategies Group
Michigan
$636K -$425K -4,074 -40%
KWM
824
KFG Wealth Management
Indiana
$631K +$623K +5,976 New
NWM
825
Northwest Wealth Management
Iowa
$626K -$87.9K -843 -12%