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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
401
Peak Wealth Management
New Hampshire
$1.3M +$221K +2,061 +20%
CIA
402
Capital Investment Advisors
Georgia
$1.28M -$31K -290 -2%
FNT
403
First National Trust
Pennsylvania
$1.28M
SPA
404
Shore Point Advisors
New Jersey
$1.27M +$121K +1,128 +10%
SWP
405
Strategic Wealth Partners
Ohio
$1.27M -$55K -514 -4%
CA
406
Continuum Advisory
Idaho
$1.27M +$507K +4,733 +66%
DE
407
Diversified Enterprises
Delaware
$1.26M +$66.9K +625 +6%
SFS
408
Strategic Financial Services
New York
$1.25M
SB
409
Strategic Blueprint
Georgia
$1.23M -$118K -1,104 -9%
AAP
410
Arax Advisory Partners
Colorado
$1.22M +$580K +5,418 +89%
SAM
411
Smithbridge Asset Management
Pennsylvania
$1.22M -$1.23M -11,492 -50%
HI
412
Human Investing
Oregon
$1.22M +$15.5K +145 +1%
IPW
413
Intergy Private Wealth
Colorado
$1.21M +$3K +28 +0.2%
CAM
414
Cresset Asset Management
Illinois
$1.21M -$56.7K -530 -4%
PPWP
415
Premier Path Wealth Partners
New Jersey
$1.2M +$71.7K +670 +6%
ML
416
McAdam LLC
Pennsylvania
$1.2M -$102K -952 -8%
RIG
417
RiverFront Investment Group
Virginia
$1.2M +$125K +1,164 +12%
KWM
418
Kingsview Wealth Management
Oregon
$1.2M +$716K +6,685 +147%
Thrivent Financial for Lutherans
419
Thrivent Financial for Lutherans
Minnesota
$1.2M -$34.6K -323 -3%
ZIM
420
Zacks Investment Management
Illinois
$1.2M +$4.6K +43 +0.4%
PS
421
Pinney & Scofield
Massachusetts
$1.17M
AIP
422
Ameritas Investment Partners
Nebraska
$1.17M -$10.1K -94 -0.9%
RWA
423
Redhawk Wealth Advisors
Minnesota
$1.16M -$129K -1,206 -10%
SA
424
Stewardship Advisors
Pennsylvania
$1.16M -$248K -2,316 -17%
OGF
425
Orin Green Financial
California
$1.15M -$15K -140 -1%