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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
351
Firestone Capital Management
Florida
$51K +$50.7K +475 New
SSWG
352
Seven Springs Wealth Group
Tennessee
$51K +$50.7K +475 New
BCWM
353
Bartlett & Co Wealth Management
Ohio
$49.8K
VCM
354
Vigilant Capital Management
Maine
$49K -$107K -1,000 -69%
CAM
355
Caprin Asset Management
Virginia
$47K -$26.9K -252 -36%
PA
356
Parallel Advisors
California
$46K -$57.7K -541 -56%
ADL
357
Asset Dedication LLC
California
$45K
LGWM
358
Litman Gregory Wealth Management
California
$45K
PO
359
Private Ocean
California
$43K
PCG
360
Private Capital Group
Connecticut
$37K -$412K -3,864 -92%
EK
361
Evensky & Katz
Florida
$37K +$37.3K +350 New
VNA
362
Valley National Advisers
Pennsylvania
$34K
FMP
363
Financial Management Professionals
Texas
$32K -$10.7K -100 -25%
SIC
364
Samalin Investment Counsel
New York
$29K +$30K +281 New
IFA
365
Interactive Financial Advisors
Illinois
$28K -$107 -1 -0.4%
WB
366
Webster Bank
Connecticut
$27K
AIC
367
Ameritas Investment Company
Nebraska
$27K +$10.1K +95 +61%
SCA
368
Stonebridge Capital Advisors
Minnesota
$23K -$8K -75 -26%
EP
369
Eudaimonia Partners
Tennessee
$21K +$20.9K +196 New
TWP
370
TFO Wealth Partners
Ohio
$20K +$20.8K +195 New
SFC
371
SYM Financial Corp
Indiana
$17K +$16.6K +156 New
HWM
372
Howard Wealth Management
Connecticut
$16K +$16K +150 New
FA
373
Faithward Advisors
Pennsylvania
$15K +$14.7K +138 New
LWM
374
Liberty Wealth Management
California
$7K
Rockefeller Capital Management
375
Rockefeller Capital Management
New York
$6K