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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPCG
1201
Matrix Private Capital Group
New York
$357K – – –
FIM
1202
Freedom Investment Management
Connecticut
$354K -$431K -4,114 -55%
FF
1203
Friday Financial
Iowa
$352K – – –
RT
1204
Rockland Trust
Massachusetts
$351K +$345K +3,294 New
NCM
1205
Northland Capital Management
Minnesota
$350K -$16.2K -155 -5%
EFG
1206
Erickson Financial Group
Pennsylvania
$347K – – –
NFA
1207
Northwest Financial Advisors
Virginia
$345K +$98.1K +937 +41%
PIA
1208
Perennial Investment Advisors
California
$345K +$125K +1,198 +59%
HGWM
1209
Horst & Graben Wealth Management
Oregon
$345K +$19.3K +184 +6%
AWM
1210
Accel Wealth Management
Iowa
$345K -$23.3K -223 -6%
AQR Capital Management
1211
AQR Capital Management
Connecticut
$344K -$1.09M -10,437 -76%
IA
1212
Integrity Alliance
Iowa
$343K +$3.87K +37 +1%
TCM
1213
Traynor Capital Management
Pennsylvania
$342K -$4.19K -40 -1%
SWP
1214
Summit Wealth Partners
Florida
$341K +$1.67K +16 +0.5%
KPWG
1215
KFA Private Wealth Group
Virginia
$339K -$212K -2,029 -39%
BHWA
1216
Beacon Harbor Wealth Advisors
Virginia
$337K +$331K +3,161 New
AWA
1217
Amplius Wealth Advisors
Pennsylvania
$336K +$2.62K +25 +0.8%
PP
1218
Patron Partners
Texas
$334K – – –
CFB
1219
Cullen/Frost Bankers
Texas
$332K +$308K +2,944 +1,673%
LCM
1220
Leisure Capital Management
California
$331K – – –
FPCG
1221
Forum Private Client Group
Indiana
$331K -$163K -1,555 -33%
CA
1222
Cumberland Advisors
Florida
$330K +$21.5K +205 +7%
RZH
1223
Relyea Zuckerberg Hanson
Connecticut
$328K -$49.2K -470 -13%
FCP
1224
Fidelis Capital Partners
Florida
$328K – – –
BA
1225
Ballast Advisors
Minnesota
$327K -$219K -2,092 -40%