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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
251
Beaird Harris Wealth Management
Texas
$2.53M -$701K -6,740 -22%
PGA
252
Portland Global Advisors
Maine
$2.51M -$536K -5,151 -18%
WWM
253
Wiser Wealth Management
Georgia
$2.48M +$1.55M +14,872 +171%
OPPS
254
Obsidian Personal Planning Solutions
Maryland
$2.48M -$17.1K -164 -0.7%
CA
255
Cetera Advisors
Colorado
$2.47M -$1.02M -9,764 -29%
NGA
256
Naples Global Advisors
Florida
$2.44M +$60.9K +585 +3%
MA
257
Montag & Associates
Georgia
$2.43M +$332K +3,188 +16%
RJT
258
Raymond James Trust
Florida
$2.41M -$607K -5,837 -20%
TPCW
259
TD Private Client Wealth
New York
$2.4M +$896K +8,616 +61%
GAB
260
German American Bancorp
Indiana
$2.4M +$2.37M +22,755 New
GT
261
Glenview Trust
Kentucky
$2.4M +$783K +7,529 +50%
HB
262
HTLF Bank
Colorado
$2.38M +$2.35M +22,549 New
GGS
263
Galvin Gaustad & Stein
Arizona
$2.33M -$280K -2,692 -11%
JIC
264
Joel Isaacson & Co
New York
$2.32M -$101K -967 -4%
UA
265
Unison Advisors
District of Columbia
$2.32M +$6.55K +63 +0.3%
EH
266
Equitable Holdings
New York
$2.3M +$1.49M +14,345 +191%
IPW
267
Intergy Private Wealth
Colorado
$2.3M -$832 -8 -0%
MHR
268
Matthew Hamilton Rosenberg
$2.28M -$90.2K -867 -4%
GSWM
269
Greenup Street Wealth Management
Michigan
$2.27M +$386K +3,714 +21%
AI
270
Atria Investments
North Carolina
$2.26M -$659K -6,333 -23%
PB
271
Pinnacle Bancorp
Nebraska
$2.23M +$2.15M +20,704 +4,895%
JWS
272
Juncture Wealth Strategies
Arizona
$2.22M -$215K -2,065 -9%
SSW
273
Stone Summit Wealth
Florida
$2.22M +$448K +4,304 +26%
FT
274
Fiduciary Trust
Massachusetts
$2.21M +$620K +5,960 +40%
SWA
275
Safir Wealth Advisors
New Hampshire
$2.2M +$243K +2,338 +13%