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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
376
Dividend Assets Capital
South Carolina
$146K +$146K +1,350 New
BCA
377
Bray Capital Advisors
Florida
$142K +$48.6K +450 +52%
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$136K +$24.8K +229 +22%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$132K +$4.76K +44 +4%
CQS
380
Credential Qtrade Securities
$129K
BWL
381
Bogart Wealth LLC
Virginia
$124K +$124K +1,149 New
Fidelity Investments
382
Fidelity Investments
Massachusetts
$120K +$2.81K +26 +2%
AA
383
AlphaMark Advisors
Kentucky
$108K +$2.7K +25 +3%
MAM
384
Meeder Asset Management
Ohio
$106K +$106K +980 New
WT
385
Washington Trust
Rhode Island
$102K +$102K +945 New
TFS
386
TrustCore Financial Services
Tennessee
$90K +$20.3K +188 +29%
FHA
387
Flagship Harbor Advisors
Massachusetts
$87K
GAM
388
Gemmer Asset Management
California
$81K -$356K -3,290 -81%
SIC
389
Salem Investment Counselors
North Carolina
$81K
SC
390
SouthState Corp
Florida
$78K +$78.4K +725 New
SIAP
391
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K +$3.46K +32 +5%
CFB
392
Cullen/Frost Bankers
Texas
$61K +$60.9K +563 New
AWM
393
AllSquare Wealth Management
New York
$54K
WCG
394
Weaver Consulting Group
California
$54K
S
395
SignatureFD
Georgia
$52K -$64.5K -597 -55%
SSWG
396
Seven Springs Wealth Group
Tennessee
$51K
TIM
397
Tortoise Investment Management
New York
$51K
BCWM
398
Bartlett & Co Wealth Management
Ohio
$50.4K
BC
399
Bartlett & Co
Ohio
$50K
SFSG
400
Sound Financial Strategies Group
Mississippi
$49K +$48.8K +451 New