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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
Silverlake Wealth Management
Vermont
$419K -$11.3K -106 -3%
CWM
852
CarsonAllaria Wealth Management
Illinois
$415K -$930K -8,711 -69%
KFS
853
Kelly Financial Services
Massachusetts
$412K -$139K -1,299 -25%
TBWA
854
Three Bridge Wealth Advisors
California
$411K +$174K +1,635 +73%
MPW
855
Melone Private Wealth
Michigan
$410K +$320 +3 +0.1%
EW
856
Emerson Wealth
Michigan
$407K
LWM
857
Lyell Wealth Management
California
$407K +$51.2K +480 +14%
WI
858
Wintrust Investments
Illinois
$402K -$11.2K -105 -3%
FSG
859
Financial Strategies Group
Michigan
$402K +$31.1K +291 +8%
TIP
860
Torray Investment Partners
Maryland
$399K
PFGIA
861
Patriot Financial Group Insurance Agency
Massachusetts
$397K +$296K +2,773 +289%
HWM
862
HB Wealth Management
Georgia
$395K -$1.28M -12,023 -76%
SS
863
Sunbelt Securities
Texas
$395K -$53.7K -503 -12%
FPW
864
Flagship Private Wealth
Massachusetts
$393K -$238K -2,226 -38%
FI
865
Financial Insights
Washington
$393K +$394K +3,694 New
SAM
866
Summit Asset Management
Tennessee
$392K -$447K -4,190 -53%
CIC
867
Carnegie Investment Counsel
Ohio
$383K -$281K -2,636 -42%
CA
868
Crewe Advisors
Utah
$381K +$48K +450 +14%
BAWC
869
Boyce & Associates Wealth Consulting
Texas
$379K +$2.35K +22 +0.6%
LWA
870
LWS Wealth Advisors
New Jersey
$379K +$381K +3,568 New
SIC
871
Salem Investment Counselors
North Carolina
$378K +$1.28K +12 +0.3%
AWM
872
Accel Wealth Management
Iowa
$378K +$18.1K +170 +5%
GSWM
873
Greenup Street Wealth Management
Michigan
$376K -$84K -787 -18%
IF
874
Intrua Financial
Texas
$376K -$27.9K -261 -7%
CSIC
875
Clifford Swan Investment Counsel
California
$373K +$374K +3,506 New