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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1226
Acorn Financial Advisory Services
Virginia
$327K +$16.5K +158 +5%
NWAG
1227
Net Worth Advisory Group
Utah
$327K -$249K -2,378 -44%
Principal Financial Group
1228
Principal Financial Group
Iowa
$326K +$2.93K +28 +0.9%
WAG
1229
Wheelhouse Advisory Group
Missouri
$324K +$419 +4 +0.1%
EFH
1230
Eaton Financial Holdings
Florida
$324K – – –
SCA
1231
Sandy Cove Advisors
Massachusetts
$321K +$316K +3,019 New
NLP
1232
Next Level Private
New York
$321K +$3.45K +33 +1%
IWN
1233
Independent Wealth Network
Iowa
$320K +$16.3K +156 +5%
OIA
1234
Optimum Investment Advisors
Illinois
$319K – – –
GAA
1235
Global Assets Advisory
Florida
$319K -$10.6K -101 -3%
HOWA
1236
Heritage Oak Wealth Advisors
Florida
$316K – – –
HKIM
1237
Hayek Kallen Investment Management
Alabama
$316K -$156K -1,495 -53%
CCM
1238
Charter Capital Management
Wisconsin
$315K +$2.41K +23 +0.8%
NP
1239
NorthRock Partners
Minnesota
$314K +$309K +2,949 New
CWM
1240
Castle Wealth Management
Florida
$311K +$305K +2,916 New
TNBTD
1241
Trustmark National Bank Trust Department
Mississippi
$310K – – –
EIG
1242
Ellenbecker Investment Group
Wisconsin
$308K -$68.9K -658 -19%
EW
1243
Element Wealth
Mississippi
$307K +$20.1K +192 +7%
RWM
1244
Riverbend Wealth Management
South Carolina
$306K +$1.15K +11 +0.4%
BP
1245
BBR Partners
New York
$306K – – –
NFC
1246
Northstar Financial Companies
Pennsylvania
$305K +$300K +2,867 New
MFA
1247
Millington Financial Advisors
Illinois
$305K -$6.38K -61 -2%
SFP
1248
Shepherd Financial Partners
Massachusetts
$305K – – –
UIM
1249
Unified Investment Management
Georgia
$303K – – –
LCWP
1250
Legacy Capital Wealth Partners
Arkansas
$302K -$2.02M -19,310 -87%