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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCC
426
Hirtle Callaghan & Co
Pennsylvania
$125K
BWL
427
Bogart Wealth LLC
Virginia
$124K
BCA
428
Bray Capital Advisors
Florida
$121K -$21.6K -200 -15%
Fidelity Investments
429
Fidelity Investments
Massachusetts
$121K +$216 +2 +0.2%
RA
430
Reby Advisors
Connecticut
$120K +$120K +1,110 New
TFS
431
TrustCore Financial Services
Tennessee
$118K +$27.6K +256 +31%
LWP
432
Lumature Wealth Partners
Georgia
$110K +$110K +1,022 New
MAM
433
Meeder Asset Management
Ohio
$109K +$3.13K +29 +3%
RP
434
Rice Partnership
Hawaii
$107K +$107K +992 New
CWA
435
Clearview Wealth Advisors
Oregon
$105K +$105K +973 New
WT
436
Washington Trust
Rhode Island
$102K
BWM
437
Birchcreek Wealth Management
Ohio
$97K +$97.2K +901 New
GAM
438
Gemmer Asset Management
California
$96K +$14.8K +137 +18%
ADL
439
Asset Dedication LLC
California
$85K +$42.9K +398 +104%
SC
440
SouthState Corp
Florida
$78K
SIAP
441
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$74K -$3.45K -32 -4%
KCM
442
Kathmere Capital Management
Pennsylvania
$72K -$85.1K -789 -54%
EP
443
Eudaimonia Partners
Tennessee
$57K +$25.3K +234 +79%
AWM
444
AllSquare Wealth Management
New York
$54K
HPC
445
HM Payson & Co
Maine
$54K +$54K +500 New
SSWG
446
Seven Springs Wealth Group
Tennessee
$51K
BCWM
447
Bartlett & Co Wealth Management
Ohio
$50.4K
BC
448
Bartlett & Co
Ohio
$50K
EW
449
Element Wealth
Mississippi
$50K +$50.2K +465 New
CAM
450
Caprin Asset Management
Virginia
$48K