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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Montag & Associates
Georgia
$2.38M -$34.9K -332 -1%
GSWM
252
Greenup Street Wealth Management
Michigan
$2.37M +$115K +1,100 +5%
PPP
253
Private Portfolio Partners
New Jersey
$2.37M -$1.1M -10,500 -32%
WWM
254
Wiser Wealth Management
Georgia
$2.35M -$122K -1,165 -5%
Betterment LLC
255
Betterment LLC
New York
$2.34M +$688K +6,551 +41%
FTS
256
Fifth Third Securities
Ohio
$2.32M -$2.3M -21,915 -50%
JIC
257
Joel Isaacson & Co
New York
$2.32M +$7.14K +68 +0.3%
BHWM
258
Beaird Harris Wealth Management
Texas
$2.3M -$215K -2,045 -9%
PP
259
Patten & Patten
Tennessee
$2.29M +$2.29M +21,833 New
NGA
260
Naples Global Advisors
Florida
$2.27M -$160K -1,525 -7%
AI
261
Atria Investments
North Carolina
$2.25M +$2.31K +22 +0.1%
SAI
262
Savvy Advisors Inc
New York
$2.23M +$1.42M +13,550 +175%
JWS
263
Juncture Wealth Strategies
Arizona
$2.22M +$16.5K +157 +0.7%
FT
264
Fiduciary Trust
Massachusetts
$2.22M +$30.6K +291 +1%
PB
265
Pinnacle Bancorp
Nebraska
$2.21M +$945 +9 +0%
CPP
266
Capasso Planning Partners
South Carolina
$2.18M -$407K -3,880 -16%
1IA
267
1620 Investment Advisors
Massachusetts
$2.17M +$15.5K +148 +0.7%
RL
268
Rogco LP
Oklahoma
$2.14M +$9.55K +91 +0.4%
PF
269
Penney Financial
Texas
$2.12M +$263K +2,506 +14%
GGS
270
Galvin Gaustad & Stein
Arizona
$2.1M -$220K -2,093 -9%
SWA
271
Safir Wealth Advisors
New Hampshire
$2.09M -$101K -965 -5%
NWA
272
New World Advisors
Massachusetts
$2.08M -$1.54M -14,680 -42%
RA
273
RFG Advisory
Alabama
$2.08M +$216K +2,060 +12%
PHWM
274
Pine Harbor Wealth Management
Maryland
$2.06M +$186K +1,773 +10%
MHR
275
Matthew Hamilton Rosenberg
$2.06M -$200K -1,905 -9%