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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MW
226
MBL Wealth
North Carolina
$1.73M +$1.75M +16,525 New
MWM
227
McNaughton Wealth Management
California
$1.69M +$570K +5,388 +50%
PWA
228
Physician Wealth Advisors
Utah
$1.69M +$90.5K +855 +6%
BFM
229
Broadview Financial Management
Wisconsin
$1.68M +$1.42M +13,453 +518%
GGS
230
Galvin Gaustad & Stein
Arizona
$1.66M -$223K -2,107 -12%
SWP
231
Stratos Wealth Partners
Ohio
$1.63M -$331K -3,126 -17%
PCMC
232
Private Capital Management (Colorado)
Colorado
$1.63M -$434K -4,105 -21%
USGIU
233
U.S. Global Investors (USGI)
Texas
$1.62M
GSWM
234
Greenup Street Wealth Management
Michigan
$1.59M +$881K +8,325 +122%
IMA
235
Investment Management Associates
Colorado
$1.58M +$1.6M +15,094 New
SIC
236
Sigma Investment Counselors
Michigan
$1.58M +$2.01K +19 +0.1%
WP
237
WealthShield Partners
North Carolina
$1.56M +$108K +1,016 +7%
WANY
238
Wealthspire Advisors (New York)
New York
$1.56M +$1.23M +11,665 +356%
AWM
239
AE Wealth Management
Kansas
$1.56M -$502K -4,743 -24%
AIM
240
Alhambra Investment Management
Florida
$1.55M +$103K +972 +7%
MFA
241
Mayflower Financial Advisors
Massachusetts
$1.53M +$130K +1,232 +9%
GA
242
Greenspring Advisors
Maryland
$1.51M +$897K +8,476 +142%
GT
243
Glenview Trust
Kentucky
$1.47M +$679K +6,413 +84%
Wealth Enhancement Advisory Services
244
Wealth Enhancement Advisory Services
Minnesota
$1.47M +$1.49M +14,043 New
RVPG
245
Relative Value Partners Group
$1.46M +$1.48M +13,956 New
VCM
246
Virtue Capital Management
Tennessee
$1.45M -$15.7K -148 -1%
HWM
247
HB Wealth Management
Georgia
$1.45M +$1.47M +13,879 New
AAS
248
Annex Advisory Services
Wisconsin
$1.44M +$1.46M +13,797 New
USAA
249
United Services Automobile Association
Texas
$1.44M -$128K -1,206 -8%
ML
250
Mayport LLC
Massachusetts
$1.44M