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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Verition Fund Management
176
Verition Fund Management
Connecticut
$18.1M +$18M +173,000 New
RWB
177
RMR Wealth Builders
New Jersey
$17.9M +$955K +9,186 +6%
SW
178
Simplicity Wealth
New Jersey
$17.9M +$7.44M +71,528 +72%
CST
179
Charles Schwab Trust
Nevada
$17.8M +$3.28M +31,590 +23%
APP
180
Avantax Planning Partners
Iowa
$17.8M -$14.2M -136,967 -45%
MFS
181
McNamara Financial Services
Massachusetts
$17.8M -$1.14M -10,949 -6%
WIA
182
World Investment Advisors
California
$17.7M +$47.1K +453 +0.3%
LGA
183
Lebenthal Global Advisors
New York
$17.3M -$922K -8,864 -5%
SC
184
Slow Capital
California
$17.3M -$2.73M -26,276 -14%
ACA
185
Aptus Capital Advisors
Alabama
$17.1M +$1.09M +10,529 +7%
AAP
186
Arax Advisory Partners
Colorado
$17M -$3.69M -35,486 -20%
SP
187
Symmetry Partners
Connecticut
$16.9M +$561K +5,400 +3%
AA
188
Alesco Advisors
New York
$16.7M -$1.2M -11,563 -7%
SP
189
Stairway Partners
Illinois
$16.5M +$240K +2,304 +1%
CCA
190
Clearwater Capital Advisors
Illinois
$16.4M -$1.16M -11,132 -7%
BF
191
Brooklyn FI
New York
$16.2M +$2.96M +28,453 +23%
SHF
192
Stage Harbor Financial
Massachusetts
$16.1M -$1.93M -18,524 -11%
FMLI
193
Fukoku Mutual Life Insurance
Japan
$16M
AWA
194
Alaska Wealth Advisors
Alaska
$15.6M -$1.37M -13,154 -8%
NSIM
195
North Star Investment Management
Illinois
$15.4M +$2.17M +20,877 +17%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$15.3M +$6.08M +58,477 +66%
COLIM
197
City of London Investment Management
United Kingdom
$15.2M +$7.38M +71,031 +96%
CTA
198
Chesley Taft & Associates
Illinois
$15.2M -$3.31M -31,880 -18%
RCA
199
Resonant Capital Advisors
Wisconsin
$15.1M +$802K +7,710 +6%
Lido Advisors
200
Lido Advisors
California
$14.5M -$3.43M -33,017 -19%