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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
251
Safir Wealth Advisors
New Hampshire
$2.12M -$475K -4,569 -18%
RTS
252
Round Table Services
New Jersey
$2.12M +$2.11M +20,236 New
Brown Advisory
253
Brown Advisory
Maryland
$2.11M +$2.1M +20,200 New
FHA
254
First Horizon Advisors
Tennessee
$2.04M +$665K +6,389 +49%
BSA
255
Bull Street Advisors
Georgia
$2.03M
SPC
256
Sigma Planning Corp
Michigan
$2.03M +$210K +2,014 +12%
RWP
257
RWA Wealth Partners
Massachusetts
$2.03M +$2.01M +19,361 New
FAT
258
First American Trust
California
$2M +$1.21M +11,588 +154%
ML
259
McAdam LLC
Pennsylvania
$1.99M -$183K -1,762 -8%
MIA
260
MainStreet Investment Advisors
Illinois
$1.99M -$9.68K -93 -0.5%
MCWS
261
McKinley Carter Wealth Services
West Virginia
$1.96M -$1.74M -16,709 -47%
WPC
262
Wedmont Private Capital
Pennsylvania
$1.94M +$1.93M +18,563 New
SFG
263
Sunburst Financial Group
Alabama
$1.92M +$1.91M +18,381 New
BCM
264
Boltwood Capital Management
California
$1.9M +$506K +4,860 +37%
ERIC
265
Eagle Rock Investment Company
Georgia
$1.9M -$3.7M -35,590 -66%
Vanguard Personalized Indexing Management
266
Vanguard Personalized Indexing Management
California
$1.86M +$1.85M +17,743 New
GSWM
267
Greenup Street Wealth Management
Michigan
$1.83M +$239K +2,298 +15%
Wealth Enhancement Advisory Services
268
Wealth Enhancement Advisory Services
Minnesota
$1.8M +$330K +3,168 +23%
LPT
269
Legacy Private Trust
Wisconsin
$1.79M
NAM
270
NorthCrest Asset Manangement
Minnesota
$1.76M +$1.75M +16,804 New
WC
271
Wealth CMT
New Jersey
$1.76M +$567K +5,454 +48%
TPCW
272
TD Private Client Wealth
New York
$1.73M -$278K -2,668 -14%
MCM
273
Mattern Capital Management
Colorado
$1.72M +$1.71M +16,420 New
AFG
274
Allegheny Financial Group
Pennsylvania
$1.71M +$492K +4,726 +41%
MWM
275
McNaughton Wealth Management
California
$1.7M +$2.81K +27 +0.2%