We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
351
Horst & Graben Wealth Management
Oregon
$428K +$57.4K +532 +15%
T
352
TNF
Montana
$419K +$421K +3,901 New
LPWM
353
Lake Point Wealth Management
Texas
$416K
First Trust Advisors
354
First Trust Advisors
Illinois
$415K -$41.3K -383 -9%
PFGIA
355
Patriot Financial Group Insurance Agency
Massachusetts
$414K +$137K +1,272 +49%
IWMA
356
Ironwood Wealth Management (Arizona)
Arizona
$412K -$476K -4,414 -54%
PO
357
Private Ocean
California
$411K +$369K +3,424 +856%
CRCM
358
Corbett Road Capital Management
Virginia
$399K -$3.77K -35 -0.9%
PCWA
359
Pacific Capital Wealth Advisors
California
$397K
WCF
360
West Coast Financial
California
$397K
TFF
361
The Family Firm
Maryland
$396K +$863 +8 +0.2%
SFP
362
Strategic Financial Planning
Texas
$391K -$1.08K -10 -0.3%
SW
363
SVB Wealth
Massachusetts
$388K
BA
364
Ballast Advisors
Minnesota
$382K +$107K +991 +39%
KeyBank National Association
365
KeyBank National Association
Ohio
$376K
AC
366
Alexandria Capital
Virginia
$373K -$102K -948 -21%
WWMSC
367
Wagner Wealth Management (South Carolina)
South Carolina
$371K
AIP
368
Almanack Investment Partners
Pennsylvania
$371K +$372K +3,450 New
BFA
369
Beacon Financial Advisory
Ohio
$370K +$647 +6 +0.2%
WP
370
WealthPLAN Partners
Nebraska
$367K
EIA
371
Eldridge Investment Advisors
New Hampshire
$366K
FM
372
Foster & Motley
Ohio
$363K +$38.5K +357 +12%
BHWM
373
Bar Harbor Wealth Management
New Hampshire
$360K +$91.5K +848 +34%
HWM
374
Howard Wealth Management
Connecticut
$358K -$60.4K -560 -14%
CB
375
CNB Bank
Pennsylvania
$358K +$35.1K +325 +11%