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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
301
First Foundation Advisors
California
$336K
BRWA
302
B. Riley Wealth Advisors
Florida
$335K +$27.1K +251 +9%
WWM
303
Western Wealth Management
Colorado
$321K
GWM
304
Geneos Wealth Management
Colorado
$320K -$25.3K -234 -7%
EWM
305
Empirical Wealth Management
Washington
$318K +$13.8K +128 +5%
DAS
306
Dynamic Advisor Solutions
Arizona
$313K +$313K +2,891 New
BA
307
Ballast Advisors
Minnesota
$311K
Bessemer Group
308
Bessemer Group
New Jersey
$297K
SVWAG
309
Sound View Wealth Advisors Group
Georgia
$297K
EWM
310
Endurance Wealth Management
Rhode Island
$294K
BW
311
Bison Wealth
Georgia
$291K
HWM
312
Howard Wealth Management
Connecticut
$291K +$47.6K +440 +19%
NDSI
313
Newman Dignan & Sheerar Inc
Rhode Island
$290K +$541 +5 +0.2%
JCM
314
Jacobi Capital Management
Pennsylvania
$287K -$467K -4,322 -62%
C1AG
315
Client 1st Advisory Group
Florida
$283K +$2.81K +26 +1%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$283K +$283K +2,614 New
1WA
317
180 Wealth Advisors
Washington
$281K -$9.95K -92 -3%
KeyBank National Association
318
KeyBank National Association
Ohio
$279K
Franklin Resources
319
Franklin Resources
California
$278K
WFWM
320
Wechter Feldman Wealth Management
New Jersey
$273K
BSB
321
Bangor Savings Bank
Maine
$270K
BBHC
322
Brown Brothers Harriman & Co
New York
$270K
HCC
323
Hirtle Callaghan & Co
Pennsylvania
$268K
RA
324
RFG Advisory
Alabama
$268K +$67K +620 +33%
BSA
325
Bull Street Advisors
Georgia
$265K