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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$305K +$108 +1 +0%
GWMIA
377
Global Wealth Management Investment Advisory
Florida
$300K +$142K +1,313 +89%
SMA
378
Sage Mountain Advisors
Georgia
$299K
CASB
379
Cape Ann Savings Bank
Massachusetts
$298K
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$297K
Bessemer Group
381
Bessemer Group
New Jersey
$296K
YIA
382
YHB Investment Advisors
Connecticut
$295K -$40.5K -375 -12%
BTWM
383
Baker Tilly Wealth Management
Wisconsin
$293K
EWM
384
Endurance Wealth Management
Rhode Island
$293K
SG
385
StoneX Group
New York
$292K +$10.5K +97 +4%
SPC
386
Sigma Planning Corp
Michigan
$291K +$291K +2,701 New
NDSI
387
Newman Dignan & Sheerar Inc
Rhode Island
$290K +$540 +5 +0.2%
CFA
388
Cahill Financial Advisors
Minnesota
$282K +$41.9K +388 +17%
RA
389
RFG Advisory
Alabama
$280K -$34.1K -316 -11%
HCM
390
HMS Capital Management
Tennessee
$280K +$280K +2,593 New
HI
391
Harbour Investments
Wisconsin
$280K +$280K +2,596 New
KeyBank National Association
392
KeyBank National Association
Ohio
$279K
FM
393
Foster & Motley
Ohio
$276K +$276K +2,560 New
BBHC
394
Brown Brothers Harriman & Co
New York
$270K
UR
395
USCA RIA
Texas
$270K
WDG
396
Wealth Dimensions Group
Ohio
$270K
BHWM
397
Bar Harbor Wealth Management
New Hampshire
$270K +$270K +2,500 New
BSB
398
Bangor Savings Bank
Maine
$269K
C1AG
399
Client 1st Advisory Group
Florida
$266K
FNT
400
First National Trust
Pennsylvania
$262K