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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1051
Transcend Capital Advisors
New Jersey
$647K +$157K +1,471 +32%
BCM
1052
Becker Capital Management
Oregon
$644K +$112K +1,047 +21%
TIM
1053
Tortoise Investment Management
New York
$640K -$248K -2,319 -28%
TPA
1054
Trivium Point Advisory
Connecticut
$639K +$29.6K +277 +5%
SF
1055
Succession Financial
Texas
$638K +$634K +5,926 New
HHWM
1056
Hiley Hunt Wealth Management
Nebraska
$636K +$239K +2,239 +61%
EFM
1057
Eley Financial Management
Vermont
$633K – – –
LWA
1058
Lifelong Wealth Advisors
Minnesota
$628K -$1.39K -13 -0.2%
AWS
1059
Aspen Wealth Strategies
Colorado
$625K -$36.3K -339 -6%
FW
1060
Fairway Wealth
Ohio
$623K +$69.2K +647 +13%
OWP
1061
Obermeyer Wealth Partners
Colorado
$622K -$37.6K -352 -6%
VCA
1062
Verdence Capital Advisors
Maryland
$619K -$584K -5,460 -49%
RIP
1063
RAM Investment Partners
Washington
$617K -$214 -2 -0%
RWM
1064
Rialto Wealth Management
New York
$616K -$140K -1,310 -19%
SCM
1065
Seascape Capital Management
New Hampshire
$615K – – –
EFG
1066
Everhart Financial Group
Ohio
$611K -$629K -5,877 -51%
WFA
1067
Wellspring Financial Advisors
Ohio
$606K +$16.5K +154 +3%
SRB
1068
Shotwell Rutter Baer
Michigan
$605K -$963 -9 -0.2%
TWM
1069
Tradition Wealth Management
Minnesota
$603K -$146K -1,367 -20%
CG
1070
CFO4Life Group
Texas
$601K – – –
BCM
1071
Brasada Capital Management
Texas
$598K -$420K -3,923 -41%
FSA
1072
Financial Sense Advisors
California
$597K +$11.8K +110 +2%
FA
1073
Fullerton Advisors
California
$595K +$9.95K +93 +2%
C
1074
Covestor
United Kingdom
$594K +$55.5K +519 +10%
UFA
1075
Uptown Financial Advisors
Texas
$594K – – –