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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1201
Avion Wealth
Texas
$10K +$10.8K +101 New
PWMG
1202
Prestige Wealth Management Group
New Jersey
$8.65K – – –
TH
1203
TCTC Holdings
Texas
$8.01K – – –
BLC
1204
Brown, Lisle/Cummings
Rhode Island
$7.68K +$7.7K +72 New
BCM
1205
Basso Capital Management
Connecticut
$6.08K +$6.09K +57 New
LF
1206
Lee Financial
Texas
$5.87K – – –
First Manhattan
1207
First Manhattan
New York
$5.87K – – –
RCM
1208
Raleigh Capital Management
North Carolina
$4.8K -$21.6K -202 -82%
QC
1209
Quent Capital
New York
$4.48K +$2.35K +22 +110%
BCMLT
1210
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.16K +$4.17K +39 New
CIA
1211
Cape Investment Advisory
Georgia
$3.52K – – –
FCAG
1212
First Capital Advisors Group
New Jersey
$2.68K +$214 +2 +9%
IPW
1213
Impact Partnership Wealth
Georgia
$1.92K +$1.92K +18 New
GEA
1214
Glen Eagle Advisors
New Jersey
$1.41K +$1.18K +11 +367%
CAS
1215
Coppell Advisory Solutions
Texas
$1.06K +$1.07K +10 New
TFA
1216
Transamerica Financial Advisors
Florida
$1K -$214 -2 -67%
HCM
1217
Hollencrest Capital Management
California
$854 -$34.2K -320 -98%
AFS
1218
Annapolis Financial Services
Maryland
$427 – – –
JHCP
1219
Jackson Hole Capital Partners
Oklahoma
$320 +$321 +3 New
SSB
1220
Sandy Spring Bank
Maryland
$221 -$21.4K -200 -99%
BWL
1221
Bogart Wealth LLC
Virginia
$213 – – –
IF
1222
Integrity Financial
Wyoming
$213 – – –
HCP
1223
Hexagon Capital Partners
Arkansas
$178 – – –
BCM
1224
BlueCrest Capital Management
Jersey
– -$27.9M -259,384 Closed
KI
1225
Kapitalo Investimentos
Brazil
– -$20.4M -189,081 Closed