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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
151
Founders Financial Securities
Maryland
$580K +$584K +5,595 New
Fidelity Investments
152
Fidelity Investments
Massachusetts
$573K +$75.6K +725 +15%
FIM
153
Freedom Investment Management
Connecticut
$568K +$27.9K +267 +5%
WCM
154
Wealthcare Capital Management
Virginia
$555K +$114K +1,092 +26%
LWA
155
Lenox Wealth Advisors
New York
$554K +$211K +2,026 +61%
UBWV
156
United Bank (West Virginia)
West Virginia
$548K +$551K +5,285 New
CS
157
Credit Suisse
Switzerland
$544K -$178K -1,704 -25%
CDIA
158
Capital Directions Investment Advisors
Georgia
$543K -$102K -980 -16%
MFS
159
MSI Financial Services
Massachusetts
$504K -$110K -1,057 -18%
CA
160
Cetera Advisors
Colorado
$498K -$1.39M -13,336 -74%
GT
161
Glenview Trust
Kentucky
$498K +$500K +4,798 New
LFG
162
LifePlan Financial Group
Ohio
$478K +$38.3K +367 +9%
WA
163
Winfield Associates
Ohio
$478K +$481K +4,610 New
PAMG
164
Patton Albertson Miller Group
Tennessee
$476K -$292K -2,800 -38%
RCM
165
Rotella Capital Management
Washington
$456K +$459K +4,400 New
PMG
166
ProVise Management Group
Florida
$437K +$439K +4,208 New
WCF
167
West Coast Financial
California
$437K +$439K +4,211 New
CONA
168
Capital One National Association
New York
$436K +$222K +2,125 +102%
NC
169
NewSquare Capital
Pennsylvania
$435K -$58.4K -560 -12%
UBV
170
United Bank (Virginia)
Virginia
$423K +$426K +4,081 New
SIC
171
Sigma Investment Counselors
Michigan
$421K +$52.2K +500 +14%
SCM
172
Sterneck Capital Management
Missouri
$415K
MCTIC
173
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$410K
ABC
174
Associated Banc-Corp
Wisconsin
$393K
BAM
175
Berkshire Asset Management
Pennsylvania
$389K -$190K -1,820 -33%