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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
276
Walkner Condon Financial Advisors
Wisconsin
$2.29M -$17.9K -168 -0.8%
AIA
277
Ally Invest Advisors
North Carolina
$2.29M +$248K +2,320 +12%
SWP
278
Sagespring Wealth Partners
Tennessee
$2.29M -$55.6K -521 -2%
LPT
279
Legacy Private Trust
Wisconsin
$2.28M +$497K +4,650 +28%
PB
280
Pinnacle Bancorp
Nebraska
$2.28M +$9.82K +92 +0.4%
BFP
281
Brewster Financial Planning
New York
$2.27M +$603K +5,651 +36%
ML
282
Mayport LLC
Massachusetts
$2.26M – – –
SPIA
283
Steward Partners Investment Advisory
New York
$2.24M -$234K -2,194 -9%
PS
284
Principal Securities
Iowa
$2.19M -$61.9K -580 -3%
Lazard Asset Management
285
Lazard Asset Management
New York
$2.19M +$2.19M +20,505 New
ATI
286
ARK & TLK Investments
Oklahoma
$2.19M +$245K +2,294 +13%
MHC
287
May Hill Capital
Massachusetts
$2.1M -$289K -2,705 -12%
CFG
288
Carr Financial Group
Massachusetts
$2.09M +$12K +112 +0.6%
GA
289
Greenspring Advisors
Maryland
$2.07M +$2.07M +19,405 New
PWM
290
Pines Wealth Management
North Carolina
$2.06M +$274K +2,570 +15%
PFA
291
Pure Financial Advisors
California
$2.06M +$593K +5,553 +41%
RTL
292
Red Tortoise LLC
Georgia
$2.05M -$27.7K -259 -1%
KPWG
293
KFA Private Wealth Group
Virginia
$2.04M +$289K +2,705 +17%
AL
294
ADE LLC
Maryland
$2.04M -$69.7K -653 -3%
WWM
295
Wiser Wealth Management
Georgia
$2.01M +$357K +3,339 +22%
ASN
296
Advisory Services Network
Georgia
$2M +$36.2K +339 +2%
MF
297
Midwestern Financial
Iowa
$1.99M +$4.8K +45 +0.2%
HWA
298
Heartwood Wealth Advisors
Virginia
$1.97M -$8.48M -79,385 -81%
FCA
299
FLC Capital Advisors
California
$1.97M +$4.38K +41 +0.2%
PSCM
300
Per Stirling Capital Management
Texas
$1.96M +$27.6K +258 +1%