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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
251
Kingsview Wealth Management
Oregon
$663K +$256K +2,370 +63%
PFO
252
Pathstone Family Office
New Jersey
$659K
AA
253
Ancora Advisors
Ohio
$658K +$99.9K +926 +18%
PSUF
254
People's United Financial
Connecticut
$648K +$82.7K +766 +15%
AFC
255
AFT Forsyth & Company
Florida
$646K -$210K -1,950 -25%
OPWM
256
Oakwell Private Wealth Management
Texas
$645K +$644K +5,970 New
BUB
257
BBVA USA Bancshares
Texas
$644K +$77.9K +722 +14%
Lido Advisors
258
Lido Advisors
California
$629K +$629K +5,826 New
SCG
259
Sonata Capital Group
Washington
$625K -$135K -1,250 -18%
HPWM
260
Highland Private Wealth Management
Washington
$625K +$7.34K +68 +1%
CISOA
261
Capital Investment Services of America
Wisconsin
$622K
CA
262
Cornerstone Advisory
Maryland
$618K +$617K +5,715 New
CWA
263
Capital Wealth Alliance
Arizona
$613K +$33.5K +310 +6%
LPT
264
Legacy Private Trust
Wisconsin
$612K +$7.66K +71 +1%
SIC
265
Sigma Investment Counselors
Michigan
$612K +$23.2K +215 +4%
CWS
266
Cypress Wealth Services
California
$612K +$611K +5,664 New
CS
267
Comerica Securities
Michigan
$611K -$24.4K -226 -4%
MWM
268
McNaughton Wealth Management
California
$609K
First Trust Advisors
269
First Trust Advisors
Illinois
$596K -$18.5K -171 -3%
FCA
270
FLC Capital Advisors
California
$589K -$10.5K -97 -2%
PWM
271
PBMares Wealth Management
Virginia
$586K -$68.7K -637 -11%
LA
272
LexAurum Advisors
Kansas
$582K +$581K +5,382 New
WCF
273
West Coast Financial
California
$578K +$198K +1,837 +52%
RTC
274
Riverview Trust Company
Washington
$568K -$23.6K -219 -4%
HFA
275
Hoover Financial Advisors
Pennsylvania
$566K