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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
351
Caprin Asset Management
Virginia
$47K
AIC
352
Ameritas Investment Company
Nebraska
$46K +$19.5K +183 +73%
ADL
353
Asset Dedication LLC
California
$45K
LGWM
354
Litman Gregory Wealth Management
California
$45K
PO
355
Private Ocean
California
$42K
AWM
356
Avior Wealth Management
Nebraska
$40K -$25.8K -243 -39%
SL
357
Savior LLC
Massachusetts
$38K +$38K +357 New
VNA
358
Valley National Advisers
Pennsylvania
$34K
IFA
359
Interactive Financial Advisors
Illinois
$29K +$851 +8 +3%
WB
360
Webster Bank
Connecticut
$27K
CWC
361
Carolinas Wealth Consulting
North Carolina
$25K +$25.3K +238 New
RP
362
Rice Partnership
Hawaii
$24K +$23.9K +225 New
SCA
363
Stonebridge Capital Advisors
Minnesota
$20K -$2.66K -25 -12%
TWP
364
TFO Wealth Partners
Ohio
$16K -$4.36K -41 -21%
FA
365
Faithward Advisors
Pennsylvania
$15K
TIM
366
Tortoise Investment Management
New York
$11K +$10.6K +100 New
LWM
367
Liberty Wealth Management
California
$7K
Rockefeller Capital Management
368
Rockefeller Capital Management
New York
$6K
GRP
369
Global Retirement Partners
California
$5K
TF
370
TimeScale Financial
Massachusetts
$5K +$5.21K +49 New
LWA
371
Lenox Wealth Advisors
New York
$4K -$1.81K -17 -29%
PA
372
Parallel Advisors
California
$2K -$43.8K -412 -95%
MAM
373
Marquette Asset Management
Minnesota
$1K +$1.06K +10 New
PPW
374
Parcion Private Wealth
Washington
-$5.34M -49,994 Closed
TGAM
375
TBH Global Asset Management
Tennessee
-$2.87M -26,919 Closed