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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1201
Freedom Investment Management
Connecticut
$354K -$431K -4,114 -55%
FF
1202
Friday Financial
Iowa
$352K
RT
1203
Rockland Trust
Massachusetts
$351K +$345K +3,294 New
NCM
1204
Northland Capital Management
Minnesota
$350K -$16.2K -155 -5%
EFG
1205
Erickson Financial Group
Pennsylvania
$347K
NFA
1206
Northwest Financial Advisors
Virginia
$345K +$98.1K +937 +41%
PIA
1207
Perennial Investment Advisors
California
$345K +$125K +1,198 +59%
HGWM
1208
Horst & Graben Wealth Management
Oregon
$345K +$19.3K +184 +6%
AWM
1209
Accel Wealth Management
Iowa
$345K -$23.3K -223 -6%
AQR Capital Management
1210
AQR Capital Management
Connecticut
$344K -$1.09M -10,437 -76%
IA
1211
Integrity Alliance
Iowa
$343K +$3.87K +37 +1%
TCM
1212
Traynor Capital Management
Pennsylvania
$342K -$4.19K -40 -1%
SWP
1213
Summit Wealth Partners
Florida
$341K +$1.67K +16 +0.5%
KPWG
1214
KFA Private Wealth Group
Virginia
$339K -$212K -2,029 -39%
BHWA
1215
Beacon Harbor Wealth Advisors
Virginia
$337K +$331K +3,161 New
AWA
1216
Amplius Wealth Advisors
Pennsylvania
$336K +$2.62K +25 +0.8%
PP
1217
Patron Partners
Texas
$334K
CFB
1218
Cullen/Frost Bankers
Texas
$332K +$308K +2,944 +1,673%
LCM
1219
Leisure Capital Management
California
$331K
FPCG
1220
Forum Private Client Group
Indiana
$331K -$163K -1,555 -33%
CA
1221
Cumberland Advisors
Florida
$330K +$21.5K +205 +7%
RZH
1222
Relyea Zuckerberg Hanson
Connecticut
$328K -$49.2K -470 -13%
FCP
1223
Fidelis Capital Partners
Florida
$328K
BA
1224
Ballast Advisors
Minnesota
$327K -$219K -2,092 -40%
AFAS
1225
Acorn Financial Advisory Services
Virginia
$327K +$16.5K +158 +5%