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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
326
Strategic Wealth Partners
Ohio
$1.49M -$119K -1,141 -7%
PFO
327
Pathstone Family Office
New Jersey
$1.49M +$141K +1,354 +10%
AFG
328
Allegheny Financial Group
Pennsylvania
$1.48M -$595K -5,712 -29%
CFG
329
Cosner Financial Group
Colorado
$1.47M +$1.47M +14,152 New
EFG
330
Everhart Financial Group
Ohio
$1.46M -$2.91K -28 -0.2%
PA
331
PFG Advisors
Arizona
$1.46M -$152K -1,458 -9%
MHR
332
Matthew Hamilton Rosenberg
$1.46M +$61K +586 +4%
AWM
333
AE Wealth Management
Kansas
$1.45M +$279K +2,683 +24%
ML
334
Mayport LLC
Massachusetts
$1.44M – – –
NFG
335
Northeast Financial Group
Pennsylvania
$1.42M +$404K +3,879 +40%
P
336
Pitcairn
Pennsylvania
$1.42M – – –
EK
337
Evensky & Katz
Florida
$1.42M +$86.5K +831 +6%
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$1.42M +$1.42M +13,600 New
SL
339
SWMG LLC
Texas
$1.41M -$115K -1,104 -8%
Lazard Asset Management
340
Lazard Asset Management
New York
$1.4M – – –
ZIM
341
Zacks Investment Management
Illinois
$1.39M -$182K -1,747 -12%
RIM
342
Rockbridge Investment Management
New York
$1.38M -$114K -1,100 -8%
BAMG
343
Brand Asset Management Group
Missouri
$1.37M – – –
TPCW
344
TD Private Client Wealth
New York
$1.36M +$114K +1,098 +9%
BCA
345
Bray Capital Advisors
Florida
$1.35M -$4.14M -39,765 -75%
PL
346
Plancorp LLC
Missouri
$1.35M – – –
HFA
347
High Falls Advisors
New York
$1.34M +$101K +972 +8%
BFM
348
Broadview Financial Management
Wisconsin
$1.34M -$15.6K -150 -1%
PA
349
Parallel Advisors
California
$1.31M -$104 -1 -0%
CCWA
350
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.31M -$68.1K -654 -5%