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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Wealth Architects
California
$2.9M +$50.4K +477 +2%
EK
227
Evensky & Katz
Florida
$2.89M -$1.68M -15,897 -37%
STFP
228
Signal Tree Financial Partners
Ohio
$2.87M +$2.88M +27,223 New
B
229
Bailard
California
$2.86M -$7.63M -72,249 -73%
TF
230
Tompkins Financial
New York
$2.84M +$594K +5,626 +26%
SW
231
SteelPeak Wealth
California
$2.84M -$10.9K -103 -0.4%
Lazard Asset Management
232
Lazard Asset Management
New York
$2.83M
LWM
233
LJI Wealth Management
Indiana
$2.82M +$133K +1,258 +5%
WAM
234
WNY Asset Management
New York
$2.8M +$480K +4,547 +21%
JIC
235
Joel Isaacson & Co
New York
$2.79M +$465K +4,398 +20%
PWM
236
Perigon Wealth Management
California
$2.71M +$774K +7,328 +40%
SIC
237
Sigma Investment Counselors
Michigan
$2.7M +$1.68M +15,903 +164%
GSWM
238
Greenup Street Wealth Management
Michigan
$2.69M -$91.2K -863 -3%
P
239
&Partners
Tennessee
$2.69M +$1.13M +10,737 +73%
AWM
240
Angeles Wealth Management
California
$2.64M +$68.8K +651 +3%
CA
241
Clearstead Advisors
Ohio
$2.63M +$2.13M +20,201 +424%
ACA
242
Aptus Capital Advisors
Alabama
$2.62M +$1.58M +14,935 +150%
WCFA
243
Walkner Condon Financial Advisors
Wisconsin
$2.61M -$2.01K -19 -0.1%
FFA
244
Farther Finance Advisors
California
$2.6M -$2.17M -20,514 -45%
AL
245
ADE LLC
Maryland
$2.6M -$125K -1,181 -5%
VAMG
246
Voisard Asset Management Group
Michigan
$2.59M +$2.44M +23,113 +1,556%
KCM
247
KM Capital Management
Texas
$2.59M +$257K +2,436 +11%
PCIG
248
Partners Capital Investment Group
Massachusetts
$2.57M -$16.9M -160,055 -87%
RA
249
RFG Advisory
Alabama
$2.56M +$14.9K +141 +0.6%
Jones Financial Companies
250
Jones Financial Companies
Missouri
$2.52M +$1.78M +16,856 +239%