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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
326
Oxford Financial Group
Indiana
$133K +$133K +1,250 New
S
327
SignatureFD
Georgia
$130K +$33.8K +318 +35%
CQS
328
Credential Qtrade Securities
$127K
VFA
329
Valeo Financial Advisors
Indiana
$122K +$122K +1,150 New
KPW
330
Kore Private Wealth
New York
$120K
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$110K +$38.5K +362 +54%
AIS
332
Accurate Investment Solutions
Pennsylvania
$101K
Lazard Asset Management
333
Lazard Asset Management
New York
$100K
AA
334
AlphaMark Advisors
Kentucky
$98K -$90.9K -855 -48%
Citigroup
335
Citigroup
New York
$98K +$15.9K +150 +19%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$96K -$7.97K -75 -8%
BCA
337
Bray Capital Advisors
Florida
$92K
AF
338
Advisornet Financial
Minnesota
$88K +$87.7K +825 New
FHA
339
Flagship Harbor Advisors
Massachusetts
$86K -$7.44K -70 -8%
EP
340
Eudaimonia Partners
Tennessee
$85K +$63.8K +600 +306%
APW
341
Acima Private Wealth
Virginia
$79K +$79.2K +745 New
HDIM
342
Hanson & Doremus Investment Management
Vermont
$78K +$78.2K +735 New
SIAP
343
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$72K
AW
344
Alpha Windward
Massachusetts
$55K -$205K -1,930 -79%
AWM
345
AllSquare Wealth Management
New York
$53K
WCG
346
Weaver Consulting Group
California
$53K
EK
347
Evensky & Katz
Florida
$51K +$13.7K +129 +37%
SSWG
348
Seven Springs Wealth Group
Tennessee
$50K
BC
349
Bartlett & Co
Ohio
$50K +$49.6K +466 New
BCWM
350
Bartlett & Co Wealth Management
Ohio
$49.5K