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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WC
376
Wexford Capital
Florida
$976K +$993K +9,511 New
RGC
377
Roberts, Glore & Co
Illinois
$975K
WLIM
378
White Lighthouse Investment Management
Massachusetts
$975K
FAFN
379
First Affirmative Financial Network
Colorado
$974K -$242K -2,318 -20%
FPW
380
Flagship Private Wealth
Massachusetts
$956K +$37.4K +358 +4%
TIAM2
381
Tru Independence Asset Management 2
Oregon
$955K
HIF
382
Hill Island Financial
Michigan
$943K -$52K -498 -5%
AG
383
Ascent Group
Virginia
$938K -$647K -6,194 -40%
FCA
384
FLC Capital Advisors
California
$932K -$1.19M -11,414 -56%
BAM
385
Belpointe Asset Management
Nevada
$908K +$699K +6,694 +311%
EWA
386
EverSource Wealth Advisors
Alabama
$901K +$91.2K +874 +11%
SL
387
SWMG LLC
Texas
$895K +$910K +8,716 New
SFA
388
Source Financial Advisors
New York
$894K +$910K +8,712 New
RTS
389
Round Table Services
New Jersey
$872K -$1.23M -11,742 -58%
CWS
390
Cypress Wealth Services
California
$866K +$312K +2,986 +55%
TWM
391
Trinity Wealth Management
Pennsylvania
$848K +$862K +8,258 New
AWM
392
Axxcess Wealth Management
California
$846K +$377K +3,608 +78%
BF
393
BOK Financial
Oklahoma
$843K -$538K -5,149 -39%
Millennium Management
394
Millennium Management
New York
$840K +$855K +8,187 New
NFP
395
Narus Financial Partners
Utah
$835K -$736K -7,047 -46%
Betterment LLC
396
Betterment LLC
New York
$830K
FSWA
397
Financial Synergies Wealth Advisors
Texas
$827K -$375K -3,590 -31%
PIM
398
Provident Investment Management
Michigan
$826K +$600K +5,750 +250%
CB
399
Commerce Bank
Missouri
$822K +$837K +8,013 New
GIA
400
Goodwin Investment Advisory
Georgia
$821K +$13.9K +133 +2%