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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
251
WealthPLAN Partners
Nebraska
$454K +$449K +4,189 New
Rockefeller Capital Management
252
Rockefeller Capital Management
New York
$450K +$440K +4,112 +7,090%
HWA
253
Heartwood Wealth Advisors
Virginia
$448K
KA
254
Kovack Advisors
Florida
$445K +$107 +1 +0%
CFGF
255
Compass Financial Group (Florida)
Florida
$437K
GAM
256
Gemmer Asset Management
California
$436K -$4.07K -38 -0.9%
OAM
257
Occidental Asset Management
California
$434K
WAOTB
258
Wealth Advisors of Tampa Bay
Florida
$434K
DWM
259
Destination Wealth Management
California
$433K +$134K +1,248 +45%
CS
260
Comerica Securities
Michigan
$432K +$3K +28 +0.7%
BF
261
BOK Financial
Oklahoma
$431K -$33K -308 -7%
TFF
262
The Family Firm
Maryland
$430K +$1.5K +14 +0.4%
UR
263
USCA RIA
Texas
$429K -$889K -8,300 -68%
NL
264
NWAM LLC
Washington
$428K +$425K +3,968 New
WAP
265
Wealthcare Advisory Partners
Pennsylvania
$421K +$30K +280 +8%
PCWA
266
Pacific Capital Wealth Advisors
California
$413K -$10.9K -102 -3%
LSAG
267
Lake Street Advisors Group
New Hampshire
$407K
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$406K
RFC
269
Regions Financial Corp
Alabama
$396K +$393K +3,670 New
PWP
270
Personal Wealth Partners
Minnesota
$394K -$30K -280 -7%
DCM
271
Dimension Capital Management
Florida
$387K -$59.6K -557 -13%
SWP
272
Strategic Wealth Partners
Ohio
$375K +$172K +1,603 +85%
DWM
273
Darwin Wealth Management
Florida
$374K +$1.28K +12 +0.3%
EIA
274
Eldridge Investment Advisors
New Hampshire
$367K
EBT
275
Enterprise Bank & Trust
Massachusetts
$365K