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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
326
Broadview Financial Management
Wisconsin
$262K -$5.41K -50 -2%
FNT
327
First National Trust
Pennsylvania
$262K
MWA
328
Martel Wealth Advisors
Washington
$255K +$42.6K +394 +20%
AWMS
329
Advocacy Wealth Management Services
Georgia
$255K +$128K +1,186 +101%
EBT
330
Enterprise Bank & Trust
Massachusetts
$254K -$112K -1,035 -31%
MI
331
Moneywise Inc
Virginia
$253K -$9.19K -85 -4%
BWM
332
Benchmark Wealth Management
Connecticut
$250K
BBA
333
BLB&B Advisors
Pennsylvania
$250K
IIC
334
Ironwood Investment Counsel
Arizona
$249K +$250K +2,310 New
WA
335
Wealth Architects
California
$248K +$248K +2,292 New
MHR
336
Matthew Hamilton Rosenberg
$244K +$28.6K +265 +13%
CT
337
Cambridge Trust
Massachusetts
$243K -$100K -926 -29%
DADC
338
D.A. Davidson & Co
Montana
$242K -$32.4K -300 -12%
SFP
339
Strategic Financial Planning
Texas
$241K -$34.3K -317 -12%
NAS
340
Nicolet Advisory Services
Wisconsin
$241K
LIM
341
Leavell Investment Management
Alabama
$232K +$15.7K +145 +7%
Vanguard Personalized Indexing Management
342
Vanguard Personalized Indexing Management
California
$232K +$232K +2,147 New
BFG
343
Baron Financial Group
New Jersey
$228K +$228K +2,105 New
RSWM
344
Robertson Stephens Wealth Management
California
$227K +$227K +2,102 New
TGAM
345
TBH Global Asset Management
Tennessee
$226K -$11.9K -110 -5%
CB
346
CNB Bank
Pennsylvania
$224K +$224K +2,075 New
BWA
347
BDO Wealth Advisors
Florida
$222K -$81.1K -750 -27%
CFA
348
Carroll Financial Associates
North Carolina
$218K +$151K +1,393 +222%
WAM
349
Wealthspire Advisors (Maryland)
Maryland
$216K -$16.2K -150 -7%
EHC
350
Everett Harris & Co
California
$216K