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iShares National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPM
201
Sensible Financial Planning & Management
Massachusetts
$271K +$269K +2,471 New
HCMT
202
Highland Capital Management (Tennessee)
Tennessee
$270K
DC
203
Davenport & Co
Virginia
$259K
IFA
204
Interactive Financial Advisors
Illinois
$256K +$76.3K +700 +43%
PO
205
Private Ocean
California
$252K +$1.75K +16 +0.7%
1GA
206
1st Global Advisors
Texas
$247K
PSUF
207
People's United Financial
Connecticut
$236K
CB
208
Chemical Bank
Michigan
$229K
NPC
209
National Planning Corporation
California
$227K -$2.07K -19 -0.9%
OIA
210
Optimum Investment Advisors
Illinois
$226K -$135K -1,237 -38%
MBT
211
Monroe Bank & Trust
Michigan
$222K -$164K -1,500 -43%
FTIOP
212
Fiduciary Trust International of Pennsylvania
Pennsylvania
$222K -$109K -1,000 -33%
NES
213
New England Securities
New York
$218K -$48.2K -442 -18%
AAS
214
Annex Advisory Services
Wisconsin
$211K -$38.9K -357 -16%
IPC
215
Independent Portfolio Consultants
Florida
$209K +$208K +1,905 New
CCG
216
Chatham Capital Group
Georgia
$208K +$207K +1,900 New
GLA
217
Great Lakes Advisors
Illinois
$207K +$206K +1,891 New
DIP
218
DT Investment Partners
Pennsylvania
$202K
FNT
219
First National Trust
Pennsylvania
$202K
Invesco
220
Invesco
Georgia
$199K
ACM
221
Antonetti Capital Management
Florida
$191K -$134K -1,225 -41%
MHS
222
M Holdings Securities
Oregon
$181K +$180K +1,652 New
GI
223
Gradient Investments
Minnesota
$176K -$10.4K -95 -6%
VIA
224
Vantage Investment Advisors
Pennsylvania
$165K
PIA
225
Peachtree Investment Advisors
Georgia
$165K +$164K +1,500 New