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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
Sax Wealth Advisors
New Jersey
$1.73M +$606K +5,697 +54%
EFG
352
Ethos Financial Group
Pennsylvania
$1.73M +$414K +3,885 +31%
KL
353
KWMG LLC
Kansas
$1.72M -$135K -1,266 -7%
BRPW
354
Ballast Rock Private Wealth
South Carolina
$1.7M -$31.3K -294 -2%
SWM
355
Seaside Wealth Management
California
$1.69M +$196K +1,837 +13%
LKBC
356
L.K. Benson & Company
Maryland
$1.69M +$1.6K +15 +0.1%
JWS
357
Juncture Wealth Strategies
Arizona
$1.68M -$93.3K -877 -5%
FSG
358
Financial Strategies Group
Michigan
$1.66M +$170K +1,599 +11%
VA
359
VestGen Advisors
Illinois
$1.65M +$44.8K +421 +3%
FGWP
360
Founders Grove Wealth Partners
Virginia
$1.65M -$49.7K -467 -3%
EFA
361
Evernest Financial Advisors
Indiana
$1.64M +$23.3K +219 +1%
FNWM
362
Financial Network Wealth Management
Utah
$1.64M
KWM
363
Kingsview Wealth Management
Oregon
$1.61M +$414K +3,891 +35%
GG
364
Greenwood Gearhart
Arkansas
$1.6M
BCM
365
Becker Capital Management
Oregon
$1.58M +$228K +2,142 +17%
IA
366
IFP Advisors
Florida
$1.58M +$195K +1,828 +14%
Bessemer Group
367
Bessemer Group
New Jersey
$1.57M -$124K -1,167 -7%
AI
368
Atria Investments
North Carolina
$1.56M -$1.19M -11,200 -43%
CWA
369
Crusonia Wealth Advisors
Colorado
$1.56M -$320K -3,004 -17%
WLIM
370
White Lighthouse Investment Management
Massachusetts
$1.54M +$198K +1,864 +15%
WB
371
WesBanco Bank
West Virginia
$1.54M +$500K +4,693 +48%
AL
372
ADE LLC
Maryland
$1.54M -$4.04K -38 -0.3%
MHR
373
Matthew Hamilton Rosenberg
$1.53M -$857K -8,050 -36%
CPIG
374
Chicago Partners Investment Group
Illinois
$1.51M -$356K -3,341 -19%
CB
375
Commerce Bank
Missouri
$1.5M +$1.5M +14,097 New