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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
401
Global Retirement Partners
California
$6K +$857 +8 +16%
LWA
402
Lenox Wealth Advisors
New York
$5K – – –
TF
403
TimeScale Financial
Massachusetts
$5K – – –
PA
404
Parallel Advisors
California
$2K – – –
MAM
405
Marquette Asset Management
Minnesota
$1K – – –
KCM
406
Kathmere Capital Management
Pennsylvania
– -$9.55M -89,825 Closed
BAC
407
Boys Arnold & Co
North Carolina
– -$8.24M -77,480 Closed
BFG
408
Bouchey Financial Group
New York
– -$4.93M -46,366 Closed
Citadel Advisors
409
Citadel Advisors
Florida
– -$3.48M -32,758 Closed
PFM
410
Phillips Financial Management
Indiana
– -$3.01M -28,494 Closed
ASW
411
Astoria Strategic Wealth
Texas
– -$2.71M -25,445 Closed
G
412
GenTrust
Florida
– -$2.13M -20,000 Closed
IWMA
413
Ironwood Wealth Management (Arizona)
Arizona
– -$1.55M -14,610 Closed
BWA
414
Beam Wealth Advisors
Louisiana
– -$1.48M -13,930 Closed
SAM
415
SP Asset Management
California
– -$1.42M -13,372 Closed
Lido Advisors
416
Lido Advisors
California
– -$1.11M -10,420 Closed
IWP
417
Icon Wealth Partners
Texas
– -$1.03M -9,722 Closed
TSS
418
Two Sigma Securities
New York
– -$913K -8,591 Closed
BRC
419
BHF RG Capital
Arizona
– -$864K -8,137 Closed
LWS
420
Lucia Wealth Services
California
– -$800K -7,529 Closed
RBCM
421
Raub Brock Capital Management
California
– -$709K -6,669 Closed
STA
422
Summit Trail Advisors
New York
– -$532K -5,000 Closed
PWM
423
Perigon Wealth Management
California
– -$422K -3,964 Closed
VWA
424
V Wealth Advisors
Kansas
– -$323K -3,037 Closed
SW
425
SVB Wealth
Massachusetts
– -$287K -2,698 Closed