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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AO
826
Advisor OS
Illinois
$1.06M +$1.07M +9,986 New
BIM
827
Breakwater Investment Management
Washington
$1.06M +$521K +4,846 +95%
FWM
828
Fairhaven Wealth Management
Illinois
$1.06M -$4.3K -40 -0.4%
CTWM
829
Cherry Tree Wealth Management
Minnesota
$1.06M – – –
CMBA
830
C.M. Bidwell & Associates
Hawaii
$1.04M – – –
SPWG
831
Syntegra Private Wealth Group
Missouri
$1.04M -$217K -2,024 -17%
ECM
832
Exchange Capital Management
Michigan
$1.04M -$109K -1,015 -9%
RBC
833
Romano Brothers & Co
Illinois
$1.04M – – –
SVWG
834
Shared Vision Wealth Group
United States
$1.02M +$80.7K +751 +8%
Koshinski Asset Management
835
Koshinski Asset Management
Illinois
$1.02M -$15.6K -145 -1%
PJSIMP
836
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.02M +$140K +1,307 +16%
CAL
837
Capital Advisors Ltd
Ohio
$1.02M +$752 +7 +0.1%
RWA
838
Redhawk Wealth Advisors
Minnesota
$1.02M +$175K +1,627 +21%
MFG
839
Magnus Financial Group
New York
$1.01M +$39.4K +367 +4%
WA
840
WPG Advisers
Maryland
$1.01M +$1.02M +9,463 New
BSTWA
841
Blake Schutter Theil Wealth Advisors
Ohio
$1.01M – – –
EA
842
Efficient Advisors
Ohio
$1M -$102K -953 -9%
LWANC
843
Laurel Wealth Advisors (North Carolina)
North Carolina
$1,000K +$32.1K +299 +3%
BSB
844
Bangor Savings Bank
Maine
$999K +$49.5K +461 +5%
DC
845
Davenport & Co
Virginia
$998K -$25.2K -235 -2%
GT
846
Glenview Trust
Kentucky
$997K -$23.7K -221 -2%
ISFAN
847
Investor's Fiduciary Advisor Network
Washington
$997K +$1.01M +9,359 New
VAMG
848
Voisard Asset Management Group
Michigan
$995K +$751K +6,989 +298%
CW
849
Code Waechter
Florida
$993K – – –
EFG
850
Elios Financial Group
Ohio
$990K -$118K -1,100 -11%