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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
351
Pinnacle Associates
New York
$383K -$70.1K -650 -15%
PJSIMP
352
P.J. Schmidt Investment Management (PJS)
Wisconsin
$377K -$100K -928 -21%
KeyBank National Association
353
KeyBank National Association
Ohio
$377K +$98.3K +912 +35%
WWMSC
354
Wagner Wealth Management (South Carolina)
South Carolina
$373K +$368K +3,414 +8,129%
HGWM
355
Horst & Graben Wealth Management
Oregon
$371K -$8.3K -77 -2%
BFA
356
Beacon Financial Advisory
Ohio
$370K +$755 +7 +0.2%
WP
357
WealthPLAN Partners
Nebraska
$369K -$111K -1,028 -23%
MFS
358
McNamara Financial Services
Massachusetts
$368K +$125K +1,161 +51%
EIA
359
Eldridge Investment Advisors
New Hampshire
$367K
JCM
360
Jag Capital Management
Missouri
$363K +$363K +3,364 New
SWP
361
ShoreHaven Wealth Partners
New Jersey
$360K -$1.12M -10,356 -76%
BWM
362
BCS Wealth Management
Tennessee
$353K
WAS
363
Wealth Advisory Solutions
Indiana
$350K +$350K +3,250 New
FPW
364
Flagship Private Wealth
Massachusetts
$346K -$13.7K -127 -4%
Fidelity Investments
365
Fidelity Investments
Massachusetts
$345K +$169K +1,570 +96%
BRWA
366
B. Riley Wealth Advisors
Florida
$341K
CTFG
367
Capstone Triton Financial Group
Oklahoma
$336K
T
368
TRUADVICE
Florida
$332K +$332K +3,076 New
AL
369
ADE LLC
Maryland
$331K
FM
370
Foster & Motley
Ohio
$325K +$49.2K +456 +18%
NFG
371
Next Financial Group
Texas
$324K -$12.3K -114 -4%
EHC
372
Everett Harris & Co
California
$323K
HCC
373
Hirtle Callaghan & Co
Pennsylvania
$323K
CB
374
CNB Bank
Pennsylvania
$323K +$99.7K +925 +45%
CWA
375
Capital Wealth Alliance
Arizona
$320K +$1.4K +13 +0.4%