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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPPS
226
Obsidian Personal Planning Solutions
Maryland
$2.75M +$37.8K +362 +1%
CPIG
227
Chicago Partners Investment Group
Illinois
$2.74M -$159K -1,522 -6%
1WM
228
1900 Wealth Management
Texas
$2.73M -$29.8K -285 -1%
FFA
229
Farther Finance Advisors
California
$2.72M +$847K +8,104 +45%
HB
230
HTLF Bank
Colorado
$2.68M +$151K +1,445 +6%
Betterment LLC
231
Betterment LLC
New York
$2.66M +$325K +3,108 +14%
SPIA
232
Steward Partners Investment Advisory
New York
$2.65M -$1.98M -18,938 -43%
ML
233
McAdam LLC
Pennsylvania
$2.63M -$48.1K -460 -2%
WCFA
234
Walkner Condon Financial Advisors
Wisconsin
$2.59M -$105K -1,001 -4%
EA
235
Efficient Advisors
Ohio
$2.56M -$241K -2,309 -9%
FT
236
Fiduciary Trust
Massachusetts
$2.53M +$316K +3,024 +14%
ECM
237
Exchange Capital Management
Michigan
$2.52M -$721K -6,903 -22%
AGA
238
Arkos Global Advisors
Texas
$2.5M -$18.7K -179 -0.7%
LWM
239
LJI Wealth Management
Indiana
$2.48M -$3.36M -32,165 -58%
KCM
240
KM Capital Management
Texas
$2.46M -$189K -1,808 -7%
SPC
241
Sigma Planning Corp
Michigan
$2.43M +$21.7K +208 +0.9%
UA
242
Unison Advisors
District of Columbia
$2.43M +$418 +4 +0%
GAB
243
German American Bancorp
Indiana
$2.42M -$18.6K -178 -0.8%
GSWM
244
Greenup Street Wealth Management
Michigan
$2.39M +$24.8K +237 +1%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$2.35M -$219K -2,095 -9%
1IA
246
1620 Investment Advisors
Massachusetts
$2.35M +$180K +1,719 +8%
FTS
247
Fifth Third Securities
Ohio
$2.35M +$26.7K +256 +1%
NGA
248
Naples Global Advisors
Florida
$2.33M +$62.7K +600 +3%
YCG
249
Yeomans Consulting Group
Georgia
$2.31M -$3.04M -29,094 -57%
RA
250
RFG Advisory
Alabama
$2.3M +$226K +2,164 +11%