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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
301
Vestmark Advisory Solutions
Massachusetts
$990K +$505K +4,775 +102%
IA
302
IFG Advisory
Georgia
$981K -$112K -1,058 -10%
TIAM2
303
Tru Independence Asset Management 2
Oregon
$973K
FNT
304
First National Trust
Pennsylvania
$967K -$557K -5,260 -36%
GVAG
305
Great Valley Advisor Group
Delaware
$966K +$567K +5,357 +140%
RGC
306
Roberts, Glore & Co
Illinois
$962K +$974K +9,200 New
PFO
307
Pathstone Family Office
New Jersey
$947K
Betterment LLC
308
Betterment LLC
New York
$942K +$86.1K +814 +10%
KAS
309
Kestra Advisory Services
Texas
$940K -$12.5K -118 -1%
FPW
310
Flagship Private Wealth
Massachusetts
$931K +$629K +5,947 +201%
UB
311
UMB Bank
Missouri
$922K +$19.6K +185 +2%
Franklin Resources
312
Franklin Resources
California
$907K +$54.5K +515 +6%
PSUF
313
People's United Financial
Connecticut
$906K -$525K -4,963 -36%
WFAG
314
Wescott Financial Advisory Group
Pennsylvania
$905K +$915K +8,648 New
HFA
315
High Falls Advisors
New York
$898K +$78.3K +740 +9%
LB
316
Leo Brokerage
Texas
$898K +$908K +8,583 New
LWP
317
Lumature Wealth Partners
Georgia
$896K +$22K +208 +2%
DB
318
Dravo Bay
Delaware
$881K +$279K +2,635 +45%
MA
319
Mutual Advisors
Nebraska
$880K +$136K +1,286 +18%
AWA
320
Archvest Wealth Advisors
California
$872K -$847 -8 -0.1%
CTA
321
Chesley Taft & Associates
Illinois
$863K -$1.49M -14,070 -63%
VWM
322
Venturi Wealth Management
Texas
$858K -$141K -1,337 -14%
BWM
323
BCGM Wealth Management
Indiana
$848K -$38.1K -360 -4%
CS
324
Comerica Securities
Michigan
$845K -$578K -5,465 -40%
APW
325
Acima Private Wealth
Virginia
$837K +$686K +6,478 +425%