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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
326
Portfolio Solutions
Michigan
$231K +$229K +2,139 New
WAM
327
Wealthspire Advisors (Maryland)
Maryland
$231K +$230K +2,144 New
BFA
328
Beacon Financial Advisory
Ohio
$228K +$750 +7 +0.3%
BCM
329
Brookstone Capital Management
Illinois
$218K -$857 -8 -0.4%
LIM
330
Leavell Investment Management
Alabama
$216K
EHC
331
Everett Harris & Co
California
$216K +$214K +2,000 New
MHR
332
Matthew Hamilton Rosenberg
$215K +$214K +1,994 New
ML
333
McAdam LLC
Pennsylvania
$214K +$213K +1,985 New
JCM
334
Jacobi Capital Management
Pennsylvania
$214K +$544K +5,076 +267%
MWA
335
Martel Wealth Advisors
Washington
$212K -$2.89K -27 -1%
MWM
336
Merriman Wealth Management
Washington
$212K +$210K +1,964 New
FI
337
Financial Insights
Washington
$207K -$145K -1,355 -71%
SFG
338
StrategIQ Financial Group
Indiana
$206K +$1.93K +18 +1%
CPA
339
Capital Planning Advisors
California
$203K
SW
340
SkyOak Wealth
Michigan
$202K +$201K +1,875 New
RA
341
RFG Advisory
Alabama
$200K +$199K +1,857 New
SAM
342
S.A. Mason
Michigan
$194K
CAL
343
Capital Advisors Ltd
Ohio
$191K
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
$166K
CDIA
345
Capital Directions Investment Advisors
Georgia
$166K +$2.68K +25 +2%
OIA
346
Optimum Investment Advisors
Illinois
$162K
QCG
347
Quadrant Capital Group
Ohio
$154K -$1.69M -15,822 -92%
CFGS
348
Concourse Financial Group Securities
Alabama
$153K -$114K -1,060 -43%
SWM
349
Sugarloaf Wealth Management
Georgia
$151K
HCC
350
Hirtle Callaghan & Co
Pennsylvania
$135K