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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
201
People's United Financial
Connecticut
$78K
JIC
202
Joel Isaacson & Co
New York
$63K
HF
203
Hoxton Financial
West Virginia
$39K
RFS
204
Rockefeller Financial Services
New York
$36K
WCM
205
Windsor Capital Management
Arizona
$36K
Northern Trust
206
Northern Trust
Illinois
$32K +$368K +3,565 +13%
AC
207
Alexandria Capital
Virginia
$31K
WRM
208
Westport Resources Management
Connecticut
$31K
ECM
209
Exchange Capital Management
Michigan
$30K
HDIM
210
Hanson & Doremus Investment Management
Vermont
$29K
FM
211
Forward Management
California
$28K
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$26K +$25.3K +245 New
EWM
213
Evercore Wealth Management
New York
$24K -$235K -2,273 -91%
IFA
214
Interactive Financial Advisors
Illinois
$23K +$18.9K +183 +495%
CFA
215
Carroll Financial Associates
North Carolina
$21K -$83.4K -808 -80%
AWMS
216
Advocacy Wealth Management Services
Georgia
$16K -$20.7K -200 -57%
M
217
MOTCO
Texas
$15K
PFO
218
Pathstone Family Office
New Jersey
$12K
DAM
219
Delta Asset Management
Tennessee
$11K
PFS
220
Penseco Financial Services
Pennsylvania
$5K +$5.16K +50 New
CCM
221
Chilton Capital Management
Texas
$4.18K -$65.6K -635 -94%
BFEC
222
Benjamin F. Edwards & Company
Missouri
$4K -$13.1K -127 -79%
BPBT
223
Boston Private Bank & Trust
Massachusetts
$3K
OIA
224
Optimum Investment Advisors
Illinois
$3K +$2.58K +25 New
CD
225
Carl Domino
Florida
-$6.04M -57,510 Closed