We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
376
Montag & Associates
Georgia
$1.5M +$482K +4,529 +48%
BCM
377
Boltwood Capital Management
California
$1.49M +$144K +1,350 +11%
CFP
378
Catalyst Financial Partners
Massachusetts
$1.48M -$37.3K -350 -2%
HWA
379
Heartwood Wealth Advisors
Virginia
$1.48M – – –
RCP
380
Roan Capital Partners
Tennessee
$1.47M +$133K +1,246 +10%
SIA
381
Soltis Investment Advisors
Utah
$1.46M – – –
MWM
382
McNaughton Wealth Management
California
$1.45M +$30.9K +290 +2%
GGS
383
Galvin Gaustad & Stein
Arizona
$1.45M -$34.3K -322 -2%
RFP
384
RCS Financial Planning
Maryland
$1.44M +$27.1K +255 +2%
TLFA
385
True Link Financial Advisors
California
$1.44M – – –
NL
386
NWAM LLC
Washington
$1.44M +$406K +3,810 +39%
HI
387
Human Investing
Oregon
$1.43M +$208K +1,958 +17%
RIM
388
Rockbridge Investment Management
New York
$1.42M -$106 -1 -0%
VA
389
Veratis Advisors
North Carolina
$1.4M +$1.4M +13,190 New
PPWP
390
Premier Path Wealth Partners
New Jersey
$1.4M +$193K +1,815 +16%
PL
391
Plancorp LLC
Missouri
$1.39M – – –
AWAG
392
ARS Wealth Advisors Group
Florida
$1.39M +$330K +3,098 +31%
BW
393
Bravera Wealth
North Dakota
$1.38M -$607K -5,700 -30%
BHWA
394
Beacon Harbor Wealth Advisors
Virginia
$1.37M – – –
GWCM
395
Godshalk Welsh Capital Management
Pennsylvania
$1.37M -$21.3K -200 -2%
SA
396
Stewardship Advisors
Pennsylvania
$1.37M +$202K +1,899 +17%
WPC
397
White Pine Capital
Minnesota
$1.36M +$455K +4,270 +50%
XPN
398
XY Planning Network
Montana
$1.35M +$512K +4,806 +61%
BEI
399
Benjamin Edwards Inc
Missouri
$1.35M +$227K +2,132 +20%
RWA
400
Redhawk Wealth Advisors
Minnesota
$1.34M +$178K +1,676 +15%
14 15
16
17 18