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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
901
Chatham Capital Group
Georgia
$826K
Members Trust
902
Members Trust
Florida
$825K
JFA
903
JNBA Financial Advisors
Minnesota
$824K -$375K -3,609 -31%
SIA
904
SeaBridge Investment Advisors
New Jersey
$823K -$338K -3,248 -29%
VAF
905
Values Added Financial
District of Columbia
$823K +$159K +1,531 +24%
BAM
906
Berkshire Asset Management
Pennsylvania
$822K
LSA
907
Lion Street Advisors
Texas
$822K +$55.9K +538 +7%
WAAG
908
Wealth Alliance Advisory Group
Kansas
$817K +$60.3K +580 +8%
CBT
909
Crews Bank & Trust
Florida
$815K
SAF
910
Smith Anglin Financial
Texas
$815K +$3.33K +32 +0.4%
CRC
911
Curi RMB Capital
Illinois
$815K +$333K +3,207 +70%
MYIA
912
Mount Yale Investment Advisors
Colorado
$814K +$94.4K +908 +13%
LWA
913
LifeGoal Wealth Advisors
New York
$812K -$65.7K -632 -8%
AAG
914
Armstrong Advisory Group
Massachusetts
$800K +$5.09K +49 +0.6%
SWM
915
Spire Wealth Management
Virginia
$797K -$115K -1,107 -13%
SVWAG
916
Sound View Wealth Advisors Group
Georgia
$796K -$2.91K -28 -0.4%
GWMIA
917
Global Wealth Management Investment Advisory
Florida
$796K -$298K -2,865 -27%
DSC
918
Duncker Streett & Co
Missouri
$794K -$125K -1,200 -14%
TCA
919
Transcend Capital Advisors
New Jersey
$789K +$385K +3,703 +96%
PWM
920
PBMares Wealth Management
Virginia
$781K +$2.6K +25 +0.3%
AI
921
Accredited Investors
Minnesota
$781K -$20.4K -196 -3%
FIM
922
Freedom Investment Management
Connecticut
$777K -$22.1K -213 -3%
ONB
923
Old National Bancorp
Indiana
$775K -$77.7K -747 -9%
LWM
924
LeConte Wealth Management
Tennessee
$774K +$466K +4,483 +153%
AWMS
925
Advocacy Wealth Management Services
Georgia
$773K