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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LW
301
Linscomb Wealth
Texas
$450K
HWA
302
Heartwood Wealth Advisors
Virginia
$449K
EWA
303
EP Wealth Advisors
California
$444K -$84.5K -783 -16%
CFGF
304
Compass Financial Group (Florida)
Florida
$438K
FVWA
305
Foster Victor Wealth Advisors
South Carolina
$438K +$72.6K +673 +20%
DAS
306
Dynamic Advisor Solutions
Arizona
$437K +$125K +1,156 +40%
OAM
307
Occidental Asset Management
California
$435K
AWS
308
Arkfeld Wealth Strategies
Nebraska
$432K
KA
309
Kovack Advisors
Florida
$428K -$17.3K -160 -4%
BCM
310
Boltwood Capital Management
California
$425K +$70.1K +650 +20%
BW
311
Bison Wealth
Georgia
$424K +$133K +1,230 +46%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$415K -$108 -1 -0%
PCWA
313
Pacific Capital Wealth Advisors
California
$414K
TFF
314
The Family Firm
Maryland
$413K +$1.4K +13 +0.3%
LSAG
315
Lake Street Advisors Group
New Hampshire
$408K
PIM
316
Provident Investment Management
Michigan
$405K +$405K +3,750 New
CWM
317
Centric Wealth Management
Illinois
$401K +$400K +3,705 New
AWG
318
Altus Wealth Group
Colorado
$401K +$401K +3,713 New
AIM
319
AMI Investment Management
Indiana
$395K +$394K +3,650 New
Citigroup
320
Citigroup
New York
$393K +$29.1K +270 +8%
DCM
321
Dimension Capital Management
Florida
$388K
BF
322
BOK Financial
Oklahoma
$370K -$24.9K -231 -6%
BFA
323
Beacon Financial Advisory
Ohio
$370K
EIA
324
Eldridge Investment Advisors
New Hampshire
$368K
BA
325
Ballast Advisors
Minnesota
$368K +$57.3K +531 +18%