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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
1501
DHJJ Financial Advisors
Illinois
$211 – – –
SSB
1502
Sandy Spring Bank
Maryland
$211 +$213 +2 New
PWM
1503
Parkworth Wealth Management
California
$118 – – –
ADL
1504
Asset Dedication LLC
California
$106 -$744 -7 -88%
GCM
1505
Gables Capital Management
Florida
$105 – – –
VWA
1506
VSM Wealth Advisory
Maryland
$105 +$106 +1 New
HWP
1507
Highline Wealth Partners
California
$85 -$67.1K -631 -100%
FFA
1508
Frazier Financial Advisors
Ohio
$26 – – –
PAS
1509
Park Avenue Securities
New York
– -$110M -1,033,611 Closed
Citadel Advisors
1510
Citadel Advisors
Florida
– -$24.6M -230,925 Closed
SW
1511
SVB Wealth
Massachusetts
– -$18.9M -177,094 Closed
Allspring Global Investments
1512
Allspring Global Investments
North Carolina
– -$11.6M -108,460 Closed
EP
1513
Essential Planning
New Hampshire
– -$11.6M -108,265 Closed
EAM
1514
Empirical Asset Management
Massachusetts
– -$166K -90,345 Closed
CFGS
1515
Concourse Financial Group Securities
Alabama
– -$7.16M -88,096 Closed
OPWM
1516
Oakwell Private Wealth Management
Texas
– -$7.58M -71,164 Closed
SSA
1517
Schonfeld Strategic Advisors
New York
– -$4.61M -43,287 Closed
SWM
1518
Stark Wealth Management
Pennsylvania
– -$3.01M -28,269 Closed
CFG
1519
Cosner Financial Group
Colorado
– -$2.73M -25,654 Closed
TGAM
1520
TBH Global Asset Management
Tennessee
– -$1.74M -16,366 Closed
SCM
1521
Saxony Capital Management
Missouri
– -$1.66M -15,569 Closed
NCFG
1522
New Century Financial Group
New Jersey
– -$1.64M -15,360 Closed
CCM
1523
Crabel Capital Management
California
– -$1.61M -15,081 Closed
PPWP
1524
Proquility Private Wealth Partners
Nevada
– -$1.59M -14,964 Closed
Walleye Trading
1525
Walleye Trading
New York
– -$1.39M -13,000 Closed