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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CG
976
CFO4Life Group
Texas
$678K -$76K -707 -10%
HFO
977
Heritage Family Offices
Arizona
$678K -$39.2K -365 -5%
GD
978
Grandfield & Dodd
New York
$673K – – –
T. Rowe Price Associates
979
T. Rowe Price Associates
Maryland
$672K – – –
DWA
980
Delta Wealth Advisors
Indiana
$667K +$321K +2,986 +91%
WFAG
981
Wescott Financial Advisory Group
Pennsylvania
$664K +$4.62K +43 +0.7%
BA
982
Ballast Advisors
Minnesota
$661K +$37K +344 +6%
NFG
983
Nations Financial Group
Iowa
$655K -$64.7K -602 -9%
BWMG
984
Barnes Wealth Management Group
California
$653K +$659K +6,130 New
MCM
985
Maple Capital Management
Vermont
$653K +$154K +1,438 +31%
KNFPWM
986
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$651K +$36.9K +343 +6%
HHWM
987
Hiley Hunt Wealth Management
Nebraska
$651K +$298K +2,776 +83%
CC
988
Capstone Capital
Nevada
$651K – – –
1WM
989
1900 Wealth Management
Texas
$650K – – –
FHB
990
First Hawaiian Bank
Hawaii
$646K +$139K +1,296 +27%
SPI
991
Sutton Place Investors
New York
$645K +$39.8K +370 +7%
AWA
992
Alta Wealth Advisors
Massachusetts
$642K +$40.2K +374 +7%
1SB
993
1ST Source Bank
Indiana
$640K – – –
HFS
994
Heritage Financial Services
Massachusetts
$640K +$87.6K +815 +16%
NFA
995
Northwest Financial Advisors
Virginia
$639K -$7.31K -68 -1%
BCM
996
Brasada Capital Management
Texas
$639K +$385K +3,585 +145%
CFG
997
Cornerstone Financial Group
Nebraska
$632K +$637K +5,929 New
SL
998
SWMG LLC
Texas
$632K -$136K -1,269 -18%
PPH
999
Pure Portfolios Holdings
Oregon
$631K +$5.8K +54 +0.9%
LWM
1000
Level Wealth Management
North Carolina
$628K +$634K +5,897 New