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
WANY
376
Wealthspire Advisors (New York)
New York
$314K -$322K -2,985 -51%
GWM
377
Geneos Wealth Management
Colorado
$305K
CPA
378
Capital Planning Advisors
California
$303K +$100K +928 +49%
HFA
379
High Falls Advisors
New York
$303K +$303K +2,813 New
GWMIA
380
Global Wealth Management Investment Advisory
Florida
$300K
SMA
381
Sage Mountain Advisors
Georgia
$299K
CASB
382
Cape Ann Savings Bank
Massachusetts
$298K
SVWAG
383
Sound View Wealth Advisors Group
Georgia
$297K
Bessemer Group
384
Bessemer Group
New Jersey
$296K
YIA
385
YHB Investment Advisors
Connecticut
$295K
GP
386
Girard Partners
Pennsylvania
$294K -$24.3K -225 -8%
BTWM
387
Baker Tilly Wealth Management
Wisconsin
$293K
EWM
388
Endurance Wealth Management
Rhode Island
$293K
VIM
389
Vista Investment Management
Pennsylvania
$293K +$293K +2,718 New
NDSI
390
Newman Dignan & Sheerar Inc
Rhode Island
$291K +$647 +6 +0.2%
PA
391
Parallel Advisors
California
$283K -$26K -241 -8%
CFA
392
Cahill Financial Advisors
Minnesota
$282K
EWM
393
Empirical Wealth Management
Washington
$280K -$86.1K -799 -24%
PFGIA
394
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$73.2K +679 +36%
BA
395
Ballast Advisors
Minnesota
$276K -$113K -1,051 -29%
DADC
396
D.A. Davidson & Co
Montana
$275K +$33.5K +311 +14%
CFB
397
Cullen/Frost Bankers
Texas
$274K +$267K +2,472 +3,482%
BHWM
398
Bar Harbor Wealth Management
New Hampshire
$270K
BBHC
399
Brown Brothers Harriman & Co
New York
$270K
UR
400
USCA RIA
Texas
$270K