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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
1301
Wescott Financial Advisory Group
Pennsylvania
$339K +$856 +8 +0.3%
TPWA
1302
Twin Peaks Wealth Advisors
California
$339K +$334K +3,119 +11,552%
CB
1303
Chris Bulman
California
$336K +$334K +3,125 New
DWS
1304
Dynamic Wealth Strategies
California
$335K -$29.8K -279 -8%
LCM
1305
Leisure Capital Management
California
$335K – – –
ACM
1306
Advisors Capital Management
New Jersey
$333K +$95.8K +896 +41%
PPC
1307
Pennington Partners & Co
Maryland
$332K +$1.6K +15 +0.5%
NLP
1308
Next Level Private
New York
$331K -$291K -2,724 -47%
KCM
1309
Kathmere Capital Management
Pennsylvania
$330K – – –
BCA
1310
Bay Colony Advisors
Massachusetts
$329K +$3.42K +32 +1%
FA
1311
FSA Advisors
Michigan
$329K +$327K +3,061 New
SGI
1312
Summit Global Investments
Utah
$329K -$54K -505 -14%
AC
1313
Addison Capital
Pennsylvania
$329K – – –
GSWM
1314
Golden State Wealth Management
California
$328K +$232K +2,168 +246%
Luther King Capital Management (LKCM)
1315
Luther King Capital Management (LKCM)
Texas
$325K – – –
MAS
1316
Meeder Advisory Services
Ohio
$324K +$322K +3,010 New
MFG
1317
Magnus Financial Group
New York
$323K -$35.5K -332 -10%
AFO
1318
Arrowroot Family Office
California
$323K -$2.57K -24 -0.8%
BO
1319
Bank OZK
Arkansas
$323K – – –
FWIA
1320
Fort Washington Investment Advisors
Ohio
$323K -$267K -2,500 -45%
AC
1321
AWM Capital
Arizona
$323K +$321K +2,997 New
PJSIMP
1322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$322K – – –
FCP
1323
Fidelis Capital Partners
Florida
$322K – – –
NWP
1324
NerdWallet Wealth Partners
New York
$322K +$6.52K +61 +2%
SMA
1325
Sage Mountain Advisors
Georgia
$321K -$180K -1,687 -36%