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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DTC
1051
Davidson Trust Company
Washington
$532K
HFAS
1052
Hummer Financial Advisory Services
Illinois
$532K
MMG
1053
Monetary Management Group
Missouri
$532K
WCWM
1054
Willow Creek Wealth Management
California
$531K +$3.24K +31 +0.6%
AWM
1055
Aries Wealth Management
Maine
$530K
AWAG
1056
ARS Wealth Advisors Group
Florida
$528K
OFP
1057
OLIO Financial Planning
Virginia
$526K -$2.3K -22 -0.4%
BFG
1058
Beacon Financial Group
Texas
$524K -$39.1K -374 -7%
EIP
1059
Ellis Investment Partners
Pennsylvania
$524K +$4.08K +39 +0.8%
TW
1060
TritonPoint Wealth
Maryland
$522K -$1.47K -14 -0.3%
TAM
1061
Titleist Asset Management
Texas
$522K +$105 +1 +0%
EWA
1062
Evolution Wealth Advisors
Florida
$521K -$25.7K -246 -5%
BWM
1063
Boyd Wealth Management
California
$521K +$4.81K +46 +1%
GM
1064
GeoWealth Management
Illinois
$519K -$241K -2,300 -32%
PPC
1065
Park Place Capital
Alabama
$513K +$116K +1,113 +30%
BBA
1066
Braun-Bostich & Associates
Pennsylvania
$512K +$113K +1,080 +29%
CS
1067
Cannell & Spears
New York
$508K +$157K +1,502 +46%
FW
1068
Fairway Wealth
Ohio
$507K +$147K +1,405 +42%
CWM
1069
Certus Wealth Management
California
$505K -$109K -1,042 -18%
BCP
1070
Blue Chip Partners
Michigan
$502K +$3.98K +38 +0.8%
AAS
1071
Asset Allocation Strategies
Michigan
$500K +$209 +2 +0%
OC
1072
Oakworth Capital
Alabama
$498K -$20K -191 -4%
BCM
1073
Becker Capital Management
Oregon
$497K +$8.37K +80 +2%
DI
1074
Diligent Investors
California
$496K -$4.29K -41 -0.9%
Vanguard Group
1075
Vanguard Group
Pennsylvania
$494K +$5.23K +50 +1%