We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
251
Joel Isaacson & Co
New York
$2.84M +$2.82M +27,218 New
FHB
252
First Hawaiian Bank
Hawaii
$2.84M – – –
DI
253
DFPG Investments
Utah
$2.8M +$2.77M +26,767 New
PI
254
PFS Investments
Georgia
$2.76M -$2.16M -20,843 -44%
FPCP
255
Fort Point Capital Partners
California
$2.73M +$67.3K +650 +3%
NW
256
NewEdge Wealth
Pennsylvania
$2.71M -$1.66K -16 -0.1%
KL
257
KWMG LLC
Kansas
$2.7M +$141K +1,359 +6%
DAS
258
Dynamic Advisor Solutions
Arizona
$2.68M +$911K +8,801 +52%
PG
259
Patten Group
Tennessee
$2.63M +$175K +1,692 +7%
DBT
260
Dubuque Bank & Trust
Iowa
$2.59M +$1.32M +12,717 +105%
MCM
261
Mattern Capital Management
Colorado
$2.51M +$188K +1,820 +8%
HCM
262
Highview Capital Management
Illinois
$2.5M +$1.36M +13,115 +121%
PPWP
263
Proquility Private Wealth Partners
Nevada
$2.49M +$2.47M +23,896 New
MCA
264
Maryland Capital Advisors
Maryland
$2.49M -$4.81M -46,449 -66%
WWM
265
WJ Wealth Management
Arizona
$2.48M +$989K +9,554 +67%
MIA
266
MainStreet Investment Advisors
Illinois
$2.48M +$494K +4,775 +25%
SQA
267
Simon Quick Advisors
New Jersey
$2.48M -$803K -7,761 -25%
SPC
268
Sigma Planning Corp
Michigan
$2.46M +$186K +1,798 +8%
OFG
269
Omega Financial Group
California
$2.37M -$141K -1,364 -6%
CFGS
270
Concourse Financial Group Securities
Alabama
$2.36M +$148K +1,430 +7%
NGA
271
Naples Global Advisors
Florida
$2.35M -$38.3K -370 -2%
WA
272
Wealth Architects
California
$2.34M +$1.64M +15,840 +240%
HCC
273
Hirtle Callaghan & Co
Pennsylvania
$2.29M -$375K -3,620 -14%
NWM
274
Northwest Wealth Management
Iowa
$2.29M -$127K -1,227 -5%
UA
275
Unison Advisors
District of Columbia
$2.28M +$2.27M +21,892 New
9 10
11
12 13