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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
1176
Sachetta
Massachusetts
$378K +$71.7K +690 +24%
BFA
1177
Brown Financial Advisors
Ohio
$376K +$374K +3,601 New
WIM
1178
WealthPlan Investment Management
Nebraska
$375K +$373K +3,592 New
HA
1179
Helium Advisors
Washington
$373K -$69.1K -665 -16%
PWG
1180
Private Wealth Group
Florida
$372K -$54.2K -521 -13%
EIG
1181
Ellenbecker Investment Group
Wisconsin
$371K +$2.5K +24 +0.7%
RZH
1182
Relyea Zuckerberg Hanson
Connecticut
$371K
OCM
1183
Objective Capital Management
Ohio
$371K +$20.8K +200 +6%
HWA
1184
Hilltop Wealth Advisors
North Carolina
$368K -$80.9K -778 -18%
CFFP
1185
Center for Financial Planning
Michigan
$368K -$146K -1,400 -28%
RWM
1186
Reston Wealth Management
Virginia
$368K -$1.31M -12,606 -78%
WH
1187
Whitcomb & Hess
Ohio
$368K -$208 -2 -0.1%
AAS
1188
Ameritas Advisory Services
Nebraska
$367K -$182K -1,753 -33%
CPRC
1189
Consolidated Portfolio Review Corp
New York
$366K +$364K +3,503 New
HW
1190
HORAN Wealth
Ohio
$366K +$364K +3,501 New
CWM
1191
Chemistry Wealth Management
New York
$365K
CSIC
1192
Clifford Swan Investment Counsel
California
$364K +$362K +3,481 New
AWM
1193
Accel Wealth Management
Iowa
$361K -$84.5K -813 -19%
LWA
1194
Lifelong Wealth Advisors
Minnesota
$361K +$359K +3,454 New
PCH
1195
PGIM Custom Harvest
New Jersey
$361K -$229K -2,203 -39%
CKAIS
1196
Christensen King & Associates Investment Services
Washington
$360K -$31.2K -300 -8%
EA
1197
Efficient Advisors
Ohio
$360K -$513K -4,936 -59%
NCM
1198
Northland Capital Management
Minnesota
$359K -$10.4K -100 -3%
FYW
1199
Future You Wealth
New York
$359K -$29.2K -281 -8%
MWA
1200
Merkkuri Wealth Advisors
New York
$359K -$260K -2,503 -42%