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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
1001
Philip James Wealth Mangement
Georgia
$595K -$155K -1,461 -21%
WCM
1002
Weaver Capital Management
Georgia
$594K -$23.8K -224 -4%
WA
1003
WPG Advisers
Maryland
$594K -$407K -3,831 -40%
WFAG
1004
Wescott Financial Advisory Group
Pennsylvania
$593K -$64.3K -605 -10%
KPWG
1005
KFA Private Wealth Group
Virginia
$590K +$66.4K +624 +13%
USB
1006
Union Savings Bank
Connecticut
$586K – – –
PWMAG
1007
Pinnacle Wealth Management Advisory Group
New Jersey
$586K -$170K -1,599 -22%
SFWC
1008
Strategic Family Wealth Counselors
New Jersey
$583K – – –
UFA
1009
Uptown Financial Advisors
Texas
$582K – – –
Haverford Trust Company
1010
Haverford Trust Company
Pennsylvania
$582K +$240K +2,260 +69%
COCM
1011
Charter Oak Capital Management
New Hampshire
$575K +$199K +1,875 +52%
LHC
1012
Little House Capital
Massachusetts
$574K +$204K +1,919 +54%
CCA
1013
Cadent Capital Advisors
Oklahoma
$570K +$2.87K +27 +0.5%
NB
1014
NBT Bank
New York
$570K – – –
GLA
1015
Good Life Advisors
Pennsylvania
$569K -$45K -423 -7%
VFPW
1016
Vantage Financial Partners (Wisconsin)
Wisconsin
$568K +$30K +282 +6%
TW
1017
TritonPoint Wealth
Maryland
$566K +$191K +1,795 +50%
BIA
1018
Bigelow Investment Advisors
Maine
$566K -$52.6K -495 -8%
BWM
1019
BankPlus Wealth Management
Mississippi
$564K +$568K +5,344 New
NL
1020
NDWM LLC
California
$563K +$568K +5,337 New
VC
1021
Veracity Capital
Georgia
$562K +$253K +2,378 +81%
Ameritas Advisory Services
1022
Ameritas Advisory Services
Nebraska
$559K -$5.85K -55 -1%
CC
1023
Copperleaf Capital
North Carolina
$558K -$55.3K -520 -9%
TWM
1024
Tradition Wealth Management
Minnesota
$558K – – –
CC
1025
Capstone Capital
Nevada
$557K -$87.8K -826 -14%