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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSG
226
Financial Strategies Group
Michigan
$1.18M +$37.4K +347 +3%
LG
227
LaFleur & Godfrey
Michigan
$1.17M -$40.4K -375 -3%
CAG
228
Compass Advisory Group
New York
$1.17M -$68.7K -637 -6%
Betterment LLC
229
Betterment LLC
New York
$1.16M -$570K -5,284 -33%
AWAG
230
ARS Wealth Advisors Group
Florida
$1.15M +$1.15M +10,700 New
VC
231
Veery Capital
Delaware
$1.15M +$31.9K +296 +3%
AIA
232
Armor Investment Advisors
North Carolina
$1.14M -$304K -2,820 -21%
AIM
233
Alhambra Investment Management
Florida
$1.13M +$538K +4,992 +90%
MWM
234
Merriman Wealth Management
Washington
$1.1M +$1.1M +10,228 New
RCAG
235
Rehmann Capital Advisory Group
Michigan
$1.09M +$163K +1,510 +18%
OPWM
236
Oakwell Private Wealth Management
Texas
$1.08M +$294K +2,724 +37%
KAS
237
Kestra Advisory Services
Texas
$1.05M -$633K -5,871 -38%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$1.02M
CA
239
Calton & Associates
Florida
$1.02M +$1.62K +15 +0.2%
EWA
240
EP Wealth Advisors
California
$1.01M +$187K +1,737 +23%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$1M -$26.7K -248 -3%
SWP
242
Stratos Wealth Partners
Ohio
$997K -$322K -2,981 -24%
VCM
243
Virtue Capital Management
Tennessee
$993K +$995K +9,227 New
OWA
244
One Wealth Advisors
California
$989K +$785K +7,281 +381%
MWP
245
Madison Wealth Partners
Wisconsin
$978K +$38.3K +355 +4%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$976K -$27K -250 -3%
PFO
247
Pathstone Family Office
New Jersey
$974K +$319K +2,957 +48%
CWM
248
Cornerstone Wealth Management
Missouri
$965K +$341K +3,160 +54%
GT
249
Glenview Trust
Kentucky
$963K +$501K +4,641 +108%
TPCW
250
TD Private Client Wealth
New York
$954K -$27.2K -252 -3%