We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
401
Wealth Dimensions Group
Ohio
$270K – – –
SF
402
Synovus Financial
Georgia
$270K +$270K +2,501 New
BSB
403
Bangor Savings Bank
Maine
$269K – – –
FNT
404
First National Trust
Pennsylvania
$267K +$5.39K +50 +2%
SFG
405
StrategIQ Financial Group
Indiana
$264K +$17.3K +160 +7%
AIC
406
Ameritas Investment Company
Nebraska
$262K -$230K -2,135 -74%
CAL
407
Capital Analysts LLC
Pennsylvania
$261K +$38.9K +361 +18%
CFA
408
Carroll Financial Associates
North Carolina
$260K +$26.5K +246 +11%
BFM
409
Broadview Financial Management
Wisconsin
$256K +$3.23K +30 +1%
AWMS
410
Advocacy Wealth Management Services
Georgia
$255K – – –
SG
411
StoneX Group
New York
$253K -$38.2K -354 -13%
GAM
412
Gemmer Asset Management
California
$252K +$158K +1,466 +168%
SWP
413
Strategic Wealth Partners
Ohio
$250K -$329K -3,054 -57%
BBA
414
BLB&B Advisors
Pennsylvania
$249K – – –
EBT
415
Enterprise Bank & Trust
Massachusetts
$248K -$5.39K -50 -2%
BWG
416
Beta Wealth Group
California
$248K +$248K +2,300 New
W
417
Wealthquest
Ohio
$247K -$4.53K -42 -2%
HI
418
Hendershot Investments
Virginia
$246K +$246K +2,285 New
MI
419
Moneywise Inc
Virginia
$244K -$9.38K -87 -4%
GKWIM
420
Gerber Kawasaki Wealth & Investment Management
California
$242K +$243K +2,250 New
GVAG
421
Great Valley Advisor Group
Delaware
$241K – – –
OGF
422
Orin Green Financial
California
$238K +$238K +2,204 New
RSWM
423
Robertson Stephens Wealth Management
California
$231K +$4.96K +46 +2%
AAS
424
Annex Advisory Services
Wisconsin
$230K -$79.7K -739 -26%
PB
425
Pinnacle Bancorp
Nebraska
$230K -$11K -102 -5%
15 16
17
18 19