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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1226
Caerus Investment Advisors
Texas
– -$229K -1,971 Closed
SMC
1227
Smith, Moore & Co
Missouri
– -$221K -1,901 Closed
FCFC
1228
First Citizens Financial Corp
Iowa
– -$218K -1,872 Closed
XWM
1229
Xcel Wealth Management
Florida
– -$210K -1,806 Closed
AWM
1230
Aprio Wealth Management
Georgia
– -$208K -1,792 Closed
RRWA
1231
Rainey & Randall Wealth Advisors
Florida
– -$205K -1,767 Closed
FWM
1232
Frontier Wealth Management
Missouri
– -$205K -1,765 Closed
MCM
1233
Monarch Capital Management
Indiana
– -$201K -1,729 Closed
TFF
1234
The Family Firm
Maryland
– -$200K -1,720 Closed
CWM
1235
Consultiva Wealth Management
Puerto Rico
– -$144K -1,242 Closed
NL
1236
NVWM LLC
Pennsylvania
– -$124K -1,069 Closed
TCWM
1237
Total Clarity Wealth Management
Illinois
– -$119K -1,024 Closed
TCOV
1238
Trust Company of Vermont
Vermont
– -$104K -892 Closed
SMA
1239
Sage Mountain Advisors
Georgia
– -$103K -890 Closed
SPA
1240
Shore Point Advisors
New Jersey
– -$89K -764 Closed
SCA
1241
Snowden Capital Advisors
New York
– -$87K -750 Closed
CWS
1242
Confluence Wealth Services
Pennsylvania
– -$85K -733 Closed
DTIM
1243
Danda Trouve Investment Management
Kansas
– -$82K -704 Closed
DAM
1244
Delta Asset Management
Tennessee
– -$58K -500 Closed
CCM
1245
Chilton Capital Management
Texas
– -$56K -480 Closed
FFG
1246
Ford Financial Group
California
– -$44K -382 Closed
CF
1247
Concorde Financial
Texas
– -$41K -353 Closed
EWM
1248
Elmwood Wealth Management
California
– -$36K -311 Closed
GGI
1249
Godsey & Gibb Inc
Virginia
– -$36K -310 Closed
LWM
1250
Liberty Wealth Management
California
– -$34M -292 Closed