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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
126
Capital Directions Investment Advisors
Georgia
$649K -$85.3K -826 -12%
FNT
127
First National Trust
Pennsylvania
$648K
RJT
128
Raymond James Trust
Florida
$632K -$1.03M -9,955 -62%
ST
129
Sabal Trust
Florida
$627K
GC
130
Guggenheim Capital
Illinois
$627K +$620K +5,999 New
AWM
131
Altavista Wealth Management
North Carolina
$625K +$618K +5,985 New
MFS
132
MSI Financial Services
Massachusetts
$618K -$459K -4,445 -43%
VCM
133
Vigilant Capital Management
Maine
$601K -$173K -1,675 -23%
BAM
134
Berkshire Asset Management
Pennsylvania
$582K -$85.7K -830 -13%
NSCM
135
New South Capital Management
Tennessee
$575K
FIM
136
Freedom Investment Management
Connecticut
$544K -$1.02M -9,898 -66%
CAN
137
Cetera Advisor Networks
California
$530K -$76.2K -738 -13%
CIM
138
Confluence Investment Management
Missouri
$528K +$88.9K +861 +21%
DIA
139
Denver Investment Advisors
Colorado
$510K
WF
140
Welch & Forbes
Massachusetts
$503K +$497K +4,815 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$501K +$105K +1,017 +27%
NC
142
NewSquare Capital
Pennsylvania
$497K -$66.6K -645 -12%
MAA
143
Managed Account Advisors
New Jersey
$476K +$103K +999 +28%
PIM
144
Parasol Investment Management
Illinois
$470K +$465K +4,500 New
HI
145
Horizon Investments
North Carolina
$469K +$134K +1,294 +41%
MCTIC
146
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$465K -$460K -4,450 Closed
LA
147
Leonetti & Associates
Illinois
$460K +$454K +4,400 New
RBC
148
Ronald Blue & Co
Georgia
$454K +$449K +4,349 New
WCM
149
Wealthcare Capital Management
Virginia
$445K +$245K +2,369 +126%
LFG
150
LifePlan Financial Group
Ohio
$444K -$98.3K -952 -18%