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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
426
Petra Financial Advisors
Colorado
$930K +$923K +8,917 New
SFA
427
Source Financial Advisors
New York
$916K +$7.87K +76 +0.9%
TC
428
TAGStone Capital
North Carolina
$909K -$1.76M -16,961 -66%
PWS
429
Paragon Wealth Strategies
Florida
$908K +$901K +8,705 New
IA
430
IAM Advisory
Pennsylvania
$891K +$536K +5,182 +154%
OWA
431
Opal Wealth Advisors
New York
$889K +$883K +8,529 New
CWA
432
Continuum Wealth Advisors
New York
$883K +$877K +8,470 New
BL
433
Balentine LLC
Georgia
$870K +$645K +6,232 +296%
Lido Advisors
434
Lido Advisors
California
$866K +$92.9K +898 +12%
WANY
435
Wealthspire Advisors (New York)
New York
$853K -$904K -8,732 -52%
VIM
436
Vista Investment Management
Pennsylvania
$851K +$72.5K +700 +9%
AAM
437
Autus Asset Management
Arizona
$850K -$160K -1,550 -16%
CA
438
Continuum Advisory
Idaho
$849K +$60.9K +588 +8%
AG
439
Ascent Group
Virginia
$849K -$104K -1,005 -11%
AHC
440
Adell Harriman & Carpenter
Texas
$843K -$1.38M -13,365 -62%
AssetMark Inc
441
AssetMark Inc
California
$842K -$908K -8,770 -52%
TF
442
Tompkins Financial
New York
$836K +$830K +8,022 New
MLA
443
My Legacy Advisors
Oregon
$835K +$61.7K +596 +8%
ACS
444
Archford Capital Strategies
Illinois
$831K +$168K +1,619 +25%
PC
445
Prairiewood Capital
North Dakota
$829K +$823K +7,950 New
FA
446
FC Advisory
Pennsylvania
$828K -$647K -6,248 -44%
XF
447
XML Financial
Maryland
$826K +$820K +7,924 New
PWM
448
PBMares Wealth Management
Virginia
$826K +$129K +1,250 +19%
BF
449
BOK Financial
Oklahoma
$817K -$38.2K -369 -4%
CCFCSB
450
Cape Cod Five Cents Savings Bank
Massachusetts
$816K -$249K -2,408 -24%