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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFP
801
OLIO Financial Planning
Virginia
$929K -$160K -1,534 -15%
SPWG
802
Sage Private Wealth Group
Illinois
$927K -$4.39K -42 -0.5%
TTWM
803
TCV Trust & Wealth Management
Virginia
$921K -$230K -2,205 -21%
FIA
804
Foundations Investment Advisors
Arizona
$920K -$259K -2,481 -23%
CTWM
805
Cherry Tree Wealth Management
Minnesota
$917K -$110K -1,052 -11%
BBA
806
Braun-Bostich & Associates
Pennsylvania
$916K +$56.1K +537 +7%
CAL
807
Capital Advisors Ltd
Ohio
$916K
SVWAG
808
Sound View Wealth Advisors Group
Georgia
$908K -$105K -1,000 -11%
PFWA
809
Paces Ferry Wealth Advisors
Georgia
$903K +$60.4K +578 +7%
HCM
810
Highview Capital Management
Illinois
$901K
BCA
811
Ballentine Capital Advisors
South Carolina
$900K +$872K +8,340 New
AAG
812
Armstrong Advisory Group
Massachusetts
$899K -$356K -3,405 -29%
LWA
813
Lineweaver Wealth Advisors
Ohio
$895K +$863K +8,259 New
EFM
814
Eley Financial Management
Vermont
$891K -$293K -2,801 -25%
BBWP
815
Beacon Bridge Wealth Partners
Pennsylvania
$888K +$470K +4,500 +122%
SCA
816
Snowden Capital Advisors
New York
$887K +$855K +8,183 New
Members Trust
817
Members Trust
Florida
$884K +$851K +8,148 New
NCM
818
Noesis Capital Mangement
Florida
$880K
WAOI
819
Wealth Advisors of Iowa
Iowa
$877K -$365K -3,490 -30%
COI
820
Connable Office Inc
Michigan
$872K +$841K +8,046 New
ITB
821
Idaho Trust Bank
Idaho
$871K -$98.2K -940 -10%
SAF
822
Smith Anglin Financial
Texas
$871K +$138K +1,319 +20%
MFG
823
Midwest Financial Group
Kansas
$869K -$6.69K -64 -0.8%
BBHC
824
Brown Brothers Harriman & Co
New York
$864K -$525K -5,022 -39%
IA
825
IFG Advisors
Missouri
$861K +$25.1K +240 +3%