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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
376
Hirtle Callaghan & Co
Pennsylvania
$355K
BWM
377
BCS Wealth Management
Tennessee
$352K
NFG
378
Next Financial Group
Texas
$345K +$22.5K +209 +7%
CA
379
Continuum Advisory
Idaho
$344K +$345K +3,200 New
FNT
380
First National Trust
Pennsylvania
$337K +$70.1K +650 +26%
WANY
381
Wealthspire Advisors (New York)
New York
$336K +$23.5K +218 +7%
CTFG
382
Capstone Triton Financial Group
Oklahoma
$335K
FFA
383
First Foundation Advisors
California
$333K -$102K -947 -23%
DWM
384
Destination Wealth Management
California
$333K -$91.7K -850 -22%
AL
385
ADE LLC
Maryland
$330K
CWA
386
Capital Wealth Alliance
Arizona
$329K +$10.8K +100 +3%
AFP
387
Ausdal Financial Partners
Iowa
$328K +$329K +3,053 New
GVAG
388
Great Valley Advisor Group
Delaware
$325K +$84.3K +782 +35%
MA
389
MONECO Advisors
Connecticut
$325K +$326K +3,023 New
EHC
390
Everett Harris & Co
California
$323K
Bessemer Group
391
Bessemer Group
New Jersey
$322K +$27K +250 +9%
CDIA
392
Capital Directions Investment Advisors
Georgia
$321K +$157K +1,459 +96%
GSIS
393
Global Strategic Investment Solutions
Arizona
$315K +$316K +2,926 New
GWMIA
394
Global Wealth Management Investment Advisory
Florida
$314K +$14.9K +138 +5%
CPIG
395
Chicago Partners Investment Group
Illinois
$314K +$316K +2,926 New
SFG
396
SevenBridge Financial Group
Pennsylvania
$312K +$313K +2,903 New
EWM
397
Empirical Wealth Management
Washington
$305K +$25.1K +233 +9%
CPA
398
Capital Planning Advisors
California
$303K
VIM
399
Vista Investment Management
Pennsylvania
$303K +$10.8K +100 +4%
FPW
400
Flagship Private Wealth
Massachusetts
$301K -$43.3K -401 -13%