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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NC
151
NewSquare Capital
Pennsylvania
$714K +$142K +1,305 +25%
CAL
152
Capital Advisors Ltd
Ohio
$710K
PFS
153
Prospera Financial Services
Texas
$698K +$57.9K +531 +9%
WCF
154
West Coast Financial
California
$663K -$44.7K -410 -6%
ASN
155
Advisory Services Network
Georgia
$662K +$658K +6,034 New
WTC
156
WhitTier Trust Company
Nevada
$654K -$2.73K -25 -0.4%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$652K -$16.9K -155 -3%
LWA
158
Lenox Wealth Advisors
New York
$620K +$617K +5,657 New
CS
159
Credit Suisse
Switzerland
$619K -$78.8K -723 -11%
AT
160
Arden Trust
Delaware
$609K -$29.7K -272 -5%
ClearBridge Investments
161
ClearBridge Investments
New York
$606K -$23.2K -213 -4%
LFG
162
LifePlan Financial Group
Ohio
$599K -$1.53K -14 -0.3%
WA
163
Winfield Associates
Ohio
$582K +$54.5K +500 +10%
Deutsche Bank
164
Deutsche Bank
Germany
$582K +$238K +2,187 +70%
CDIA
165
Capital Directions Investment Advisors
Georgia
$575K
WCM
166
Wealthcare Capital Management
Virginia
$548K -$68.9K -632 -11%
Lazard Asset Management
167
Lazard Asset Management
New York
$548K
AWA
168
Arete Wealth Advisors
Illinois
$544K +$541K +4,961 New
ABC
169
Associated Banc-Corp
Wisconsin
$526K
FIM
170
Freedom Investment Management
Connecticut
$461K -$3.93K -36 -0.8%
CONA
171
Capital One National Association
New York
$451K -$7.74K -71 -2%
RIA
172
Regal Investment Advisors
Michigan
$450K +$282K +2,585 +170%
PWM
173
Perigon Wealth Management
California
$441K +$438K +4,017 New
UBWV
174
United Bank (West Virginia)
West Virginia
$437K +$36.3K +333 +9%
AIA
175
Alerus Investment Advisors
Minnesota
$424K +$213K +1,953 +102%