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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
326
Smith & Howard Wealth Management
Georgia
$1.75M -$695K -6,504 -28%
Financial Engines Advisors
327
Financial Engines Advisors
California
$1.74M -$2.24K -21 -0.1%
WPC
328
Wedmont Private Capital
Pennsylvania
$1.74M +$23.6K +221 +1%
SIC
329
Sigma Investment Counselors
Michigan
$1.73M -$213K -1,992 -11%
MWM
330
Meridian Wealth Management
Kentucky
$1.71M +$146K +1,369 +9%
NVCHI
331
New Vernon Capital Holdings II
New Jersey
$1.67M
IA
332
IAM Advisory
Pennsylvania
$1.67M -$10.1K -95 -0.6%
MWM
333
McNaughton Wealth Management
California
$1.66M +$43.1K +404 +3%
CCG
334
Cypress Capital Group
Florida
$1.66M +$23.9K +224 +1%
RWA
335
Redhawk Wealth Advisors
Minnesota
$1.66M +$389K +3,647 +31%
RFP
336
Roth Financial Partners
Texas
$1.64M +$168K +1,575 +11%
FNWM
337
Financial Network Wealth Management
Utah
$1.63M +$1.64M +15,362 New
EWA
338
EverSource Wealth Advisors
Alabama
$1.62M -$313K -2,931 -16%
SIA
339
Soltis Investment Advisors
Utah
$1.61M -$87.7K -821 -5%
GG
340
Greenwood Gearhart
Arkansas
$1.6M
LKBC
341
L.K. Benson & Company
Maryland
$1.59M +$45K +421 +3%
MLRA
342
Main Line Retirement Advisors
Montana
$1.58M -$16.1K -151 -1%
SWM
343
Seaside Wealth Management
California
$1.57M +$118K +1,101 +8%
DWM
344
Destination Wealth Management
California
$1.55M +$171K +1,605 +12%
CPIG
345
Chicago Partners Investment Group
Illinois
$1.52M -$19.9K -186 -1%
SAM
346
Smithbridge Asset Management
Pennsylvania
$1.5M +$1.5M +14,092 New
WFAG
347
Wescott Financial Advisory Group
Pennsylvania
$1.5M +$8.44K +79 +0.6%
IA
348
IFG Advisors
Missouri
$1.46M +$243K +2,277 +20%
GWCM
349
Godshalk Welsh Capital Management
Pennsylvania
$1.45M
MCA
350
Maryland Capital Advisors
Maryland
$1.45M -$7.79K -73 -0.5%