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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
251
Walkner Condon Financial Advisors
Wisconsin
$376K +$375K +3,519 New
LSAG
252
Lake Street Advisors Group
New Hampshire
$373K +$59.9K +562 +19%
EBT
253
Enterprise Bank & Trust
Massachusetts
$372K -$160K -1,500 -30%
RTS
254
Round Table Services
New Jersey
$369K +$369K +3,456 New
CWP
255
Capital Wealth Planning
Florida
$368K -$11.9K -112 -3%
GC
256
Garde Capital
Washington
$360K
CS
257
Comerica Securities
Michigan
$358K -$687K -6,444 -66%
LPT
258
Legacy Private Trust
Wisconsin
$354K -$191K -1,792 -35%
WFWM
259
Wechter Feldman Wealth Management
New Jersey
$351K
BCM
260
Boltwood Capital Management
California
$349K
BWM
261
BCS Wealth Management
Tennessee
$349K +$349K +3,272 New
QCMC
262
Quantum Capital Management (California)
California
$345K +$60.8K +570 +21%
GAM
263
Gould Asset Management
California
$338K -$34.1K -320 -9%
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$333K +$333K +3,121 New
SSWM
265
Sheets Smith Wealth Management
North Carolina
$332K +$115K +1,078 +53%
PAS
266
Park Avenue Securities
New York
$329K +$328K +3,079 New
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$319K +$50.7K +475 +19%
SPA
268
Sentinel Pension Advisors
Massachusetts
$316K +$315K +2,956 New
MMA
269
Miracle Mile Advisors
California
$312K +$311K +2,919 New
LFA
270
Legacy Financial Advisors
Kentucky
$311K
BA
271
Ballast Advisors
Minnesota
$307K +$307K +2,874 New
Lido Advisors
272
Lido Advisors
California
$303K
BWA
273
BDO Wealth Advisors
Florida
$299K -$53.3K -500 -15%
PIMG
274
Patriot Investment Management Group
Tennessee
$299K -$2.13K -20 -0.7%
JWCA
275
J.W. Cole Advisors
Florida
$299K +$299K +2,803 New