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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
426
Pacific Capital Wealth Advisors
California
$386K -$217K -2,050 -36%
PC
427
Prairiewood Capital
North Dakota
$386K -$63.4K -599 -14%
First Trust Advisors
428
First Trust Advisors
Illinois
$385K -$22.8K -215 -6%
CRCM
429
Corbett Road Capital Management
Virginia
$381K -$4.13K -39 -1%
MFS
430
McNamara Financial Services
Massachusetts
$380K -$159K -1,506 -29%
CWM
431
Chesapeake Wealth Management
Virginia
$378K +$382K +3,610 New
PFGIA
432
Patriot Financial Group Insurance Agency
Massachusetts
$376K -$145K -1,367 -28%
TFF
433
The Family Firm
Maryland
$375K +$317 +3 +0.1%
FWP
434
Firethorn Wealth Partners
Georgia
$374K +$33.2K +314 +10%
EWM
435
Empirical Wealth Management
Washington
$372K +$27.8K +263 +8%
AAS
436
Avantax Advisory Services
Texas
$371K -$922K -8,710 -71%
BFEC
437
Benjamin F. Edwards & Company
Missouri
$371K -$78K -737 -17%
HS
438
Horan Securities
United States
$370K -$39.9K -377 -10%
BA
439
Ballast Advisors
Minnesota
$370K +$13.3K +126 +4%
HWM
440
Howard Wealth Management
Connecticut
$368K -$19.6K -185 -5%
LPWM
441
Lake Point Wealth Management
Texas
$366K -$39.4K -372 -10%
GFPC
442
Global Financial Private Client
Florida
$365K +$370K +3,498 New
SW
443
SVB Wealth
Massachusetts
$363K -$14.9K -141 -4%
EIA
444
Eldridge Investment Advisors
New Hampshire
$357K +$212 +2 +0.1%
AFS
445
Access Financial Services
Minnesota
$356K -$30.2K -285 -8%
RPCA
446
Running Point Capital Advisors
California
$354K +$24.7K +233 +7%
CWA
447
Capital Wealth Alliance
Arizona
$352K +$23.7K +224 +7%
RB
448
Renasant Bank
Mississippi
$352K +$79.4K +750 +29%
AIP
449
Almanack Investment Partners
Pennsylvania
$345K -$26.5K -250 -7%
DAS
450
Dynamic Advisor Solutions
Arizona
$345K -$8.04K -76 -2%