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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
401
Cedar Brook Financial Partners
Ohio
-$220K -2,056 Closed
S
402
Surevest
California
-$219K -2,052 Closed
SG
403
StoneX Group
New York
-$213K -1,991 Closed
CCA
404
Column Capital Advisors
Indiana
-$203K -1,902 Closed
SW
405
SkyOak Wealth
Michigan
-$200K -1,876 Closed
FPS
406
Fieldpoint Private Securities
Connecticut
-$182K -1,700 Closed
AWMS
407
Advocacy Wealth Management Services
Georgia
-$179K -1,681 Closed
PFO
408
Pathstone Family Office
New Jersey
-$143K -1,339 Closed
RIA
409
Realta Investment Advisors
Delaware
-$122K -1,142 Closed
AA
410
Argent Advisors
Louisiana
-$92K -867 Closed
FCM
411
Firestone Capital Management
Florida
-$51K -475 Closed
VCM
412
Vigilant Capital Management
Maine
-$49K -455 Closed
PCG
413
Private Capital Group
Connecticut
-$37K -347 Closed
FMP
414
Financial Management Professionals
Texas
-$32K -300 Closed
SIC
415
Samalin Investment Counsel
New York
-$29K -281 Closed
SFC
416
SYM Financial Corp
Indiana
-$17K -156 Closed
HWM
417
Howard Wealth Management
Connecticut
-$16K -150 Closed
GI
418
Gradient Investments
Minnesota
-$6K -59 Closed
HIA
419
Harbor Investment Advisory
Maryland
+$425 +4 New