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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
901
Journey Strategic Wealth
New Jersey
$662K +$638K +6,103 New
BAWC
902
Boyce & Associates Wealth Consulting
Texas
$661K -$32K -306 -5%
BWG
903
Beta Wealth Group
California
$658K -$6M -57,435 -90%
FCM
904
Family Capital Management
Michigan
$657K -$806K -7,711 -56%
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$656K -$3.76K -36 -0.6%
CFG
906
Cooper Financial Group
California
$655K -$135K -1,290 -18%
AWM
907
Act Wealth Management
Texas
$653K +$630K +6,026 New
PCMC
908
Private Capital Management (Colorado)
Colorado
$653K +$402K +3,846 +177%
GM
909
GeoWealth Management
Illinois
$650K +$186K +1,784 +42%
PP
910
PrairieView Partners
Minnesota
$649K -$247K -2,367 -28%
HCA
911
Horan Capital Advisors
Ohio
$647K -$39.5K -378 -6%
PCMC
912
Paragon Capital Management (Colorado)
Colorado
$647K -$224K -2,145 -26%
FAFN
913
First Affirmative Financial Network
Colorado
$639K +$27.2K +260 +5%
IWM
914
Integris Wealth Management
California
$634K -$69.3K -663 -10%
MFG
915
Magnus Financial Group
New York
$632K +$609K +5,826 New
WFAG
916
Wescott Financial Advisory Group
Pennsylvania
$632K +$836 +8 +0.1%
AFS
917
AFG Fiduciary Services
Massachusetts
$631K +$12.2K +117 +2%
AWM
918
Able Wealth Management
New Jersey
$630K +$608K +5,814 New
FCM
919
Fortis Capital Management
Washington
$624K -$31.4K -300 -5%
CSIA
920
Conrad Siegel Investment Advisors
Pennsylvania
$623K +$600K +5,746 New
RWA
921
Redhawk Wealth Advisors
Minnesota
$619K +$596K +5,706 New
USB
922
Union Savings Bank
Connecticut
$616K -$24.6K -235 -4%
MSFS
923
Main Street Financial Solutions
Pennsylvania
$614K +$9.72K +93 +2%
LNWWM
924
Laird Norton Wetherby Wealth Management
California
$613K -$8.39M -80,292 -93%
TWM
925
Tradition Wealth Management
Minnesota
$611K +$581K +5,560 +7,038%