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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
376
BCGM Wealth Management
Indiana
$930K +$67.4K +648 +8%
AP
377
Advisors Preferred
Maryland
$924K -$152K -1,460 -14%
AIM
378
Alhambra Investment Management
Florida
$922K -$630K -6,051 -41%
AF
379
Apexium Financial
Texas
$919K +$637K +6,120 +230%
FMP
380
Financial Management Professionals
Texas
$913K -$231K -2,225 -20%
UB
381
UMB Bank
Missouri
$913K -$9.57K -92 -1%
FF
382
FourThought Financial
Florida
$902K +$897K +8,620 New
WWM
383
WJ Wealth Management
Arizona
$885K +$879K +8,447 New
IPW
384
Intergy Private Wealth
Colorado
$884K +$878K +8,442 New
Principal Financial Group
385
Principal Financial Group
Iowa
$877K -$4.16M -40,000 -83%
AWA
386
Archvest Wealth Advisors
California
$867K -$4.89K -47 -0.6%
SWP
387
Strategic Wealth Partners
Ohio
$854K -$267K -2,567 -24%
CA
388
Continuum Advisory
Idaho
$853K +$293K +2,816 +53%
KWS
389
Keystone Wealth Services
California
$847K +$125K +1,206 +18%
DAS
390
Dynamic Advisor Solutions
Arizona
$844K +$496K +4,767 +145%
SWP
391
Summit Wealth Partners
Florida
$832K +$827K +7,952 New
Betterment LLC
392
Betterment LLC
New York
$830K -$112K -1,077 -12%
IA
393
IFG Advisory
Georgia
$829K -$151K -1,456 -16%
EWA
394
EverSource Wealth Advisors
Alabama
$827K +$202K +1,944 +33%
GIA
395
Goodwin Investment Advisory
Georgia
$823K -$224K -2,153 -21%
ACP
396
Aviance Capital Partners
Florida
$799K +$2.39K +23 +0.3%
AIP
397
Ameritas Investment Partners
Nebraska
$796K +$25.2K +242 +3%
AIA
398
Armor Investment Advisors
North Carolina
$790K -$31.3K -301 -4%
CCMD
399
Cypress Capital Management (Delaware)
Delaware
$785K
KWM
400
Kingsview Wealth Management
Oregon
$763K +$58.9K +566 +8%