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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
926
TritonPoint Wealth
Maryland
$559K +$29.5K +277 +6%
AAS
927
Asset Allocation Strategies
Michigan
$558K -$16K -150 -3%
VAF
928
Values Added Financial
District of Columbia
$558K -$37.1K -348 -6%
GIA
929
Goodwin Investment Advisory
Georgia
$555K +$555K +5,212 New
LF
930
Lee Financial
Texas
$554K
FHB
931
First Hawaiian Bank
Hawaii
$554K -$1.78M -16,669 -76%
WWM
932
Wiser Wealth Management
Georgia
$553K +$553K +5,194 New
PWPS
933
Pinnacle Wealth Planning Services
Ohio
$549K
CWM
934
Chesapeake Wealth Management
Virginia
$547K +$546K +5,130 New
AWM
935
Able Wealth Management
New Jersey
$546K -$162K -1,521 -23%
EIG
936
Ellenbecker Investment Group
Wisconsin
$545K +$52.7K +495 +11%
BWG
937
Beta Wealth Group
California
$545K +$31.7K +298 +6%
FWP
938
Firethorn Wealth Partners
Georgia
$544K -$17.7K -166 -3%
CB
939
Centennial Bank
Arkansas
$533K
HFAS
940
Hummer Financial Advisory Services
Illinois
$533K
MMG
941
Monetary Management Group
Missouri
$533K
Victory Capital Management
942
Victory Capital Management
Texas
$533K +$533K +5,000 New
AFG
943
Atomi Financial Group
New York
$532K -$56.7K -532 -10%
WAG
944
Winthrop Advisory Group
Massachusetts
$531K +$91.4K +858 +21%
AWM
945
Aries Wealth Management
Maine
$531K
TAM
946
TCP Asset Management
Ohio
$530K +$1.6K +15 +0.3%
HIM
947
Harbour Investment Management
Washington
$527K
SFP
948
Sandbox Financial Partners
Maryland
$527K +$17.3K +162 +3%
EWA
949
Evolution Wealth Advisors
Florida
$527K
WCA
950
Waypoint Capital Advisors
Minnesota
$524K +$523K +4,915 New