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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GP
276
Girard Partners
Pennsylvania
$407K -$47.7K -441 -10%
BF
277
BOK Financial
Oklahoma
$395K -$37K -342 -9%
PWP
278
Personal Wealth Partners
Minnesota
$395K
RFC
279
Regions Financial Corp
Alabama
$393K -$4.11K -38 -1%
UR
280
USCA RIA
Texas
$389K -$40.5K -375 -9%
DCM
281
Dimension Capital Management
Florida
$388K
SWP
282
Strategic Wealth Partners
Ohio
$381K +$4.87K +45 +1%
WCF
283
West Coast Financial
California
$379K -$418K -3,863 -52%
GPA
284
Guidance Point Advisors
Massachusetts
$378K -$381K -3,525 -50%
BPB
285
Badgley, Phelps & Bell
Washington
$378K -$162K -1,500 -30%
DWM
286
Darwin Wealth Management
Florida
$376K +$1.19K +11 +0.3%
SS
287
Simplicity Solutions
Minnesota
$376K +$376K +3,478 New
PS
288
Portfolio Solutions
Michigan
$373K +$142K +1,312 +61%
BFA
289
Beacon Financial Advisory
Ohio
$369K +$141K +1,303 +61%
EIA
290
Eldridge Investment Advisors
New Hampshire
$368K
VFA
291
Voya Financial Advisors
Connecticut
$367K +$367K +3,393 New
FVWA
292
Foster Victor Wealth Advisors
South Carolina
$366K +$366K +3,383 New
Citigroup
293
Citigroup
New York
$364K +$281K +2,595 +336%
YIA
294
YHB Investment Advisors
Connecticut
$363K +$363K +3,360 New
TNBTD
295
Trustmark National Bank Trust Department
Mississippi
$360K -$4.22K -39 -1%
BWM
296
BCS Wealth Management
Tennessee
$354K
BCM
297
Boltwood Capital Management
California
$354K +$541 +5 +0.2%
JWCA
298
J.W. Cole Advisors
Florida
$343K +$343K +3,174 New
WC
299
Whitney & Co
New York
$341K +$100K +927 +42%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$337K +$324 +3 +0.1%