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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1276
Broadview Financial Management
Wisconsin
$351K -$68.9K -644 -16%
HGWM
1277
Horst & Graben Wealth Management
Oregon
$350K +$3.53K +33 +1%
CA
1278
Cumberland Advisors
Florida
$349K +$17.1K +160 +5%
MWA
1279
Merkkuri Wealth Advisors
New York
$347K +$61.2K +572 +21%
CRA
1280
Clear Retirement Advice
California
$346K +$344K +3,217 New
KPWG
1281
KFA Private Wealth Group
Virginia
$345K +$4.5K +42 +1%
CKAIS
1282
Christensen King & Associates Investment Services
Washington
$345K -$15.7K -147 -4%
WJWM
1283
Williams Jones Wealth Management
New York
$344K +$54.3K +507 +19%
PJSIMP
1284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K +$42.9K +401 +14%
AWA
1285
Amplius Wealth Advisors
Pennsylvania
$342K +$3.43K +32 +1%
BWS
1286
Buck Wealth Strategies
Colorado
$340K +$340K +3,176 New
DM
1287
Diversified Management
Wisconsin
$340K +$339K +3,170 New
SSA
1288
Shepherd Street Advisors
California
$338K +$338K +3,159 New
ICP
1289
Impact Capital Partners
Colorado
$336K +$115K +1,074 +52%
PFG
1290
PAX Financial Group
Texas
$335K -$68.5K -640 -17%
CSPIA
1291
Cary Street Partners Investment Advisory
Virginia
$335K +$335K +3,127 New
SWP
1292
Strategic Wealth Partners
Ohio
$335K -$1.17M -10,960 -78%
GPW
1293
Genesis Private Wealth
Virginia
$333K +$333K +3,112 New
BA
1294
Ballast Advisors
Minnesota
$329K
EFH
1295
Eaton Financial Holdings
Florida
$326K
NLP
1296
Next Level Private
New York
$325K +$2.57K +24 +0.8%
Principal Financial Group
1297
Principal Financial Group
Iowa
$325K -$3.1K -29 -0.9%
EW
1298
Element Wealth
Mississippi
$322K +$13K +121 +4%
ATC
1299
Argent Trust Co
Tennessee
$321K -$117K -1,090 -27%
SFG
1300
Sovereign Financial Group
Connecticut
$321K +$99.6K +930 +45%