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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$166K
CFGS
327
Concourse Financial Group Securities
Alabama
$163K +$62.5K +586 +62%
CDIA
328
Capital Directions Investment Advisors
Georgia
$162K
OIA
329
Optimum Investment Advisors
Illinois
$160K
PFO
330
Pathstone Family Office
New Jersey
$143K
HCC
331
Hirtle Callaghan & Co
Pennsylvania
$134K
CQS
332
Credential Qtrade Securities
$127K -$1.17K -11 -0.9%
RIA
333
Realta Investment Advisors
Delaware
$122K -$8.43K -79 -6%
KPW
334
Kore Private Wealth
New York
$120K +$120K +1,127 New
MPWT
335
MassMutual Private Wealth & Trust
Connecticut
$105K +$5.33K +50 +5%
AIS
336
Accurate Investment Solutions
Pennsylvania
$101K
Lazard Asset Management
337
Lazard Asset Management
New York
$101K
S
338
SignatureFD
Georgia
$97K
FHA
339
Flagship Harbor Advisors
Massachusetts
$94K +$640 +6 +0.7%
BCA
340
Bray Capital Advisors
Florida
$92K +$26.7K +250 +41%
AA
341
Argent Advisors
Louisiana
$92K +$92.5K +867 New
Citigroup
342
Citigroup
New York
$82K +$50.3K +472 +157%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$78K
SWM
344
Sugarloaf Wealth Management
Georgia
$76K +$75.6K +709 New
TT
345
TI-Trust
Illinois
$75K +$74.9K +702 New
SIAP
346
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$14.3K +134 +25%
AWM
348
Avior Wealth Management
Nebraska
$66K +$6.61K +62 +11%
WCG
349
Weaver Consulting Group
California
$53K
AWM
350
AllSquare Wealth Management
New York
$53K +$53.3K +500 New