Snapshot holdings
#
1Hennion & Walsh Asset Management, Inc.$17.8M
2Merit Financial Group, LLC$10.0M
3WealthBridge Capital Management, LLC$4.4M
4Scarborough Advisors, LLC$2.7M
5Maltin Wealth Management, Inc.$2.7M
6Amplius Wealth Advisors, LLC$2.3M
7PETRA FINANCIAL ADVISORS INC$1.4M
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.4M
9Wellspring Financial Advisors, LLC$866.5K
10B. Riley Wealth Advisors, Inc.$753.3K
11Andrew Hill Investment Advisors, Inc.$584.8K
12ENCOMPASS WEALTH ADVISORS, LLC$555.1K
13Magnus Financial Group LLC$488.3K
14Successful Portfolios LLC$457.7K
15Avior Wealth Management, LLC$360.4K
16CARY STREET PARTNERS FINANCIAL LLC$353.3K
17Ritter Daniher Financial Advisory LLC / DE$350.4K
18Covenant Asset Management, LLC$320.5K
19INTEGRATED CAPITAL MANAGEMENT, INC.$318.5K
20Edge Wealth Management LLC$295.8K
21MELFA WEALTH MANAGEMENT, INC.$260.8K
22HARBOR INVESTMENT ADVISORY, LLC$232.6K
23Summit Financial Wealth Advisors, LLC$230.9K
24Perkins Coie Trust Co$161.3K
25Key FInancial Inc$88.2K
26Noble Wealth Management PBC$83.1K
27Farther Finance Advisors, LLC$68.3K
28CoreCap Advisors, LLC$56.9K
29SENTINEL TRUST CO LBA$29.0K
30Rosenberg Matthew Hamilton$16.8K
31Bank of New Hampshire$11.4K
32EVOLUTION WEALTH MANAGEMENT INC.$2.3K
33PARK AVENUE SECURITIES LLC$1.7K
Manager changes
#
1+$3.8M
2+$156.1K
3+$125.8K
4+$46.0K
5+$11.5K
6+$10.0K
7+$5.4K
8+$2.9K
9+$2.5K
10+$2.0K
11+$1.9K
12+$1.2K
13+$743
14+$650
15+$512
16+$508
17+$354
18+$193
19+$37
20+$25
21+$5
22-$133
23-$330
24-$2.1K
25-$4.4K
26-$4.5K
27-$13.4K
28-$20.1K
29-$68.5K
30-$96.8K
31-$97.3K
32-$99.2K
33-$144.7K
34-$279.2K
35-$294.5K
36-$388.1K
37-$8.1M
Filing Research | BLACKROCK MUN TARGET TERM TR Institutional Holdings