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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
901
OneAscent Financial Services
Alabama
$800K -$788K -7,414 -49%
AC
902
ASB Consultores
Florida
$800K -$60.6K -570 -7%
HNWAG
903
High Net Worth Advisory Group
Florida
$799K +$43.9K +413 +6%
SPWG
904
Syntegra Private Wealth Group
Missouri
$793K -$240K -2,253 -23%
First Trust Advisors
905
First Trust Advisors
Illinois
$792K -$28.9K -272 -3%
PCA
906
Pallas Capital Advisors
Massachusetts
$787K +$15.6K +147 +2%
CA
907
Continuum Advisory
Idaho
$787K +$2.55K +24 +0.3%
PWM
908
PBMares Wealth Management
Virginia
$785K +$4.04K +38 +0.5%
ACG
909
Allen Capital Group
Nebraska
$784K -$71.6K -673 -8%
CCB
910
Country Club Bank
Missouri
$784K
PI
911
PFG Investments
New York
$781K -$11K -103 -1%
AWMS
912
Advocacy Wealth Management Services
Georgia
$780K
FW
913
Fairway Wealth
Ohio
$780K +$198K +1,864 +34%
SRB
914
Shotwell Rutter Baer
Michigan
$778K -$22.4K -211 -3%
LSA
915
Lion Street Advisors
Texas
$773K -$60.5K -569 -7%
IFPL
916
Investments & Financial Planning LLC
Kentucky
$771K +$68.2K +641 +10%
CFP
917
Cypress Financial Planning
New Jersey
$765K +$76.8K +722 +11%
SIC
918
Sigma Investment Counselors
Michigan
$765K -$12.2K -115 -2%
PAA
919
Peregrine Asset Advisers
Oregon
$764K -$8.51K -80 -1%
WAAG
920
Wealth Alliance Advisory Group
Kansas
$764K
FA
921
FF Advisors
California
$763K -$19.6K -184 -2%
PWA
922
Physician Wealth Advisors
Utah
$763K -$105K -984 -12%
EFM
923
Eley Financial Management
Vermont
$762K -$40K -376 -5%
AWS
924
Aspen Wealth Strategies
Colorado
$761K -$79.1K -744 -9%
KNFPWM
925
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$759K +$118K +1,108 +18%