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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XF
301
XML Financial
Maryland
$230K
GC
302
Grimes & Company
Massachusetts
$226K
BFA
303
Beacon Financial Advisory
Ohio
$224K -$6.49K -61 -3%
KP
304
Keel Point
Alabama
$217K +$217K +2,041 New
BCM
305
Brookstone Capital Management
Illinois
$215K -$190K -1,788 -47%
IWA
306
Independence Wealth Advisors
Virginia
$213K
LIM
307
Leavell Investment Management
Alabama
$213K
MWA
308
Martel Wealth Advisors
Washington
$212K +$851 +8 +0.4%
LHC
309
Little House Capital
Massachusetts
$207K +$207K +1,951 New
FI
310
Financial Insights
Washington
$204K +$204K +1,921 New
JCM
311
Jacobi Capital Management
Pennsylvania
$202K
SF
312
Summit Financial
New Jersey
$202K +$202K +1,897 New
SFG
313
StrategIQ Financial Group
Indiana
$201K -$38.1K -358 -16%
CPA
314
Capital Planning Advisors
California
$200K
SWP
315
Strategic Wealth Partners
Ohio
$200K
SAM
316
S.A. Mason
Michigan
$191K
CAL
317
Capital Advisors Ltd
Ohio
$189K
SWA
318
Stratos Wealth Advisors
Ohio
$174K +$174K +1,632 New
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$166K
CDIA
320
Capital Directions Investment Advisors
Georgia
$161K
OIA
321
Optimum Investment Advisors
Illinois
$159K
SWM
322
Sugarloaf Wealth Management
Georgia
$151K +$75.4K +709 +100%
Fidelity Investments
323
Fidelity Investments
Massachusetts
$150K -$112K -1,055 -43%
BFEC
324
Benjamin F. Edwards & Company
Missouri
$135K +$57.4K +540 +74%
HCC
325
Hirtle Callaghan & Co
Pennsylvania
$133K