We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
326
Beacon Harbor Wealth Advisors
Virginia
$1.7M +$1.68M +16,261 New
SL
327
SWMG LLC
Texas
$1.69M +$779K +7,522 +86%
GT
328
Glenview Trust
Kentucky
$1.69M +$271K +2,618 +19%
AIM
329
Alhambra Investment Management
Florida
$1.68M +$984K +9,511 +143%
GSWM
330
Greenup Street Wealth Management
Michigan
$1.68M -$734K -7,094 -31%
TCBWMS
331
Texas Capital Bank Wealth Management Services
Texas
$1.68M -$2.91M -28,118 -64%
CIA
332
Capital Investment Advisors
Georgia
$1.66M -$11.8K -114 -0.7%
PP
333
PrairieView Partners
Minnesota
$1.66M -$2.75M -26,530 -63%
SWM
334
Seed Wealth Management
Illinois
$1.65M +$1.64M +15,835 New
EK
335
Evensky & Katz
Florida
$1.62M +$302K +2,918 +23%
MWM
336
McNaughton Wealth Management
California
$1.61M +$260K +2,510 +19%
AHC
337
Anderson Hoagland & Co
Missouri
$1.58M -$791K -7,640 -34%
SWA
338
Stratos Wealth Advisors
Ohio
$1.58M +$777K +7,511 +99%
IMA
339
Investment Management Associates
Colorado
$1.57M
EFG
340
Everhart Financial Group
Ohio
$1.56M +$738K +7,131 +91%
BFM
341
Broadview Financial Management
Wisconsin
$1.56M +$341K +3,299 +28%
BCM
342
Boltwood Capital Management
California
$1.54M +$11.9K +115 +0.8%
HFA
343
High Falls Advisors
New York
$1.54M +$109K +1,053 +8%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$265K +2,563 +22%
KPWS
345
Kestra Private Wealth Services
Texas
$1.5M -$3.2M -30,892 -68%
RIM
346
Rockbridge Investment Management
New York
$1.49M +$189K +1,823 +15%
SWP
347
Strategic Wealth Partners
Ohio
$1.49M +$450K +4,345 +44%
RFC
348
Regions Financial Corp
Alabama
$1.49M +$388K +3,751 +36%
VAS
349
Vestmark Advisory Solutions
Massachusetts
$1.47M +$425K +4,108 +41%
PCIA
350
Prime Capital Investment Advisors
Kansas
$1.47M +$1.23M +11,870 +531%