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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
901
PFG Investments
New York
$827K +$53.6K +516 +7%
CCG
902
Chatham Capital Group
Georgia
$826K – – –
Members Trust
903
Members Trust
Florida
$825K – – –
JFA
904
JNBA Financial Advisors
Minnesota
$824K -$375K -3,609 -31%
SIA
905
SeaBridge Investment Advisors
New Jersey
$823K -$338K -3,248 -29%
VAF
906
Values Added Financial
District of Columbia
$823K +$159K +1,531 +24%
BAM
907
Berkshire Asset Management
Pennsylvania
$822K – – –
LSA
908
Lion Street Advisors
Texas
$822K +$55.9K +538 +7%
WAAG
909
Wealth Alliance Advisory Group
Kansas
$817K +$60.3K +580 +8%
CBT
910
Crews Bank & Trust
Florida
$815K – – –
SAF
911
Smith Anglin Financial
Texas
$815K +$3.33K +32 +0.4%
Curi RMB Capital
912
Curi RMB Capital
Illinois
$815K +$333K +3,207 +70%
Mount Yale Investment Advisors
913
Mount Yale Investment Advisors
Colorado
$814K +$94.4K +908 +13%
LWA
914
LifeGoal Wealth Advisors
New York
$812K -$65.7K -632 -8%
AAG
915
Armstrong Advisory Group
Massachusetts
$800K +$5.09K +49 +0.6%
Spire Wealth Management
916
Spire Wealth Management
Virginia
$797K -$115K -1,107 -13%
SVWAG
917
Sound View Wealth Advisors Group
Georgia
$796K -$2.91K -28 -0.4%
GWMIA
918
Global Wealth Management Investment Advisory
Florida
$796K -$298K -2,865 -27%
DSC
919
Duncker Streett & Co
Missouri
$794K -$125K -1,200 -14%
TCA
920
Transcend Capital Advisors
New Jersey
$789K +$385K +3,703 +96%
PWM
921
PBMares Wealth Management
Virginia
$781K +$2.6K +25 +0.3%
Accredited Investors
922
Accredited Investors
Minnesota
$781K -$20.4K -196 -3%
FIM
923
Freedom Investment Management
Connecticut
$777K -$22.1K -213 -3%
Old National Bancorp
924
Old National Bancorp
Indiana
$775K -$77.7K -747 -9%
LWM
925
LeConte Wealth Management
Tennessee
$774K +$466K +4,483 +153%