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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
401
Archvest Wealth Advisors
California
$1.04M -$27.5K -266 -3%
ACG
402
Allen Capital Group
Nebraska
$1.04M +$1.03M +9,931 New
KWM
403
Kingsview Wealth Management
Oregon
$1.03M +$244K +2,359 +31%
AAM
404
Austin Asset Management
Texas
$1.02M
EH
405
Equitable Holdings
New York
$1.02M +$285K +2,754 +39%
FFP
406
FourThought Financial Partners
Florida
$1.02M +$1.01M +9,736 New
LJAC
407
L.J. Altfest & Co
New York
$1.01M +$1.01M +9,728 New
NFG
408
Northeast Financial Group
Pennsylvania
$995K +$987K +9,539 New
Baird Financial Group
409
Baird Financial Group
Wisconsin
$994K +$435K +4,201 +79%
RFP
410
RCS Financial Planning
Maryland
$991K +$984K +9,504 New
WLIM
411
White Lighthouse Investment Management
Massachusetts
$991K
CA
412
CoreCap Advisors
Michigan
$983K -$510K -4,923 -34%
KeyBank National Association
413
KeyBank National Association
Ohio
$980K +$510K +4,928 +110%
WCA
414
Westover Capital Advisors
Delaware
$979K +$740K +7,152 +319%
PSCM
415
Per Stirling Capital Management
Texas
$973K +$966K +9,333 New
WCFA
416
Walkner Condon Financial Advisors
Wisconsin
$972K -$209K -2,021 -18%
TF
417
Theory Financial
Colorado
$964K +$957K +9,244 New
GVAG
418
Great Valley Advisor Group
Delaware
$956K -$188K -1,813 -17%
FFA
419
Farther Finance Advisors
California
$955K +$947K +9,154 New
RWP
420
Revolve Wealth Partners
New Jersey
$954K -$215K -2,082 -19%
HIF
421
Hill Island Financial
Michigan
$954K -$4.14K -40 -0.4%
HWP
422
Heritage Wealth Partners
Ohio
$950K +$951K +9,190 New
FAFN
423
First Affirmative Financial Network
Colorado
$946K -$42.7K -413 -4%
BSSFA
424
Baron Silver Stevens Financial Advisors
Florida
$935K +$928K +8,966 New
MA
425
Montag & Associates
Georgia
$933K -$321K -3,102 -26%