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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Doyle Wealth Management
Florida
$248K +$467 +4 +0.2%
PCA
877
Pallas Capital Advisors
Massachusetts
$244K +$242K +2,073 New
IF
878
IRON Financial
Illinois
$242K – – –
RHP
879
Royal Harbor Partners
Texas
$241K – – –
DFG
880
Demars Financial Group
Washington
$237K +$5.84K +50 +3%
EIP
881
Ellis Investment Partners
Pennsylvania
$236K -$53.3K -456 -18%
WCG
882
Weaver Consulting Group
California
$234K – – –
BCA
883
Bay Colony Advisors
Massachusetts
$232K -$26.1K -223 -10%
TWP
884
Tempus Wealth Planning
California
$232K +$231K +1,980 New
AWM
885
Aprio Wealth Management
Georgia
$231K +$230K +1,972 New
Koshinski Asset Management
886
Koshinski Asset Management
Illinois
$230K +$230K +1,964 New
BFA
887
Beacon Financial Advisory
Ohio
$229K +$22K +188 +11%
PGWM
888
Parisi Gray Wealth Management
New Jersey
$225K -$10.2K -87 -4%
EIA
889
Eldridge Investment Advisors
New Hampshire
$225K – – –
DSAM
890
Dock Street Asset Management
Florida
$224K – – –
LJAC
891
L.J. Altfest & Co
New York
$222K -$14.1K -121 -6%
RVPG
892
Relative Value Partners Group
$222K +$701 +6 +0.3%
LWA
893
Lineweaver Wealth Advisors
Ohio
$220K -$382K -3,273 -64%
WWM
894
Wolff Wiese Magana
California
$220K – – –
CWM
895
Centric Wealth Management
Illinois
$219K -$228K -1,950 -51%
PCMC
896
Private Capital Management (Colorado)
Colorado
$217K -$16.4K -140 -7%
BIA
897
Bigelow Investment Advisors
Maine
$216K – – –
CMO
898
Covenant Multifamily Offices
Texas
$216K +$215K +1,840 New
FCFC
899
First Citizens Financial Corp
Iowa
$212K – – –
XWM
900
Xcel Wealth Management
Florida
$211K – – –