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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFC
426
Client First Capital
California
$878K
MWC
427
MBM Wealth Consultants
Missouri
$874K +$274K +2,633 +46%
TFA
428
Tobias Financial Advisors
Florida
$871K -$5.73M -55,038 -87%
SB
429
Strategic Blueprint
Georgia
$870K -$76.7K -737 -8%
FSG
430
Financial Strategies Group
Michigan
$859K +$28.2K +271 +3%
AA
431
Advisory Alpha
Michigan
$858K +$72K +692 +9%
GWMR
432
GC Wealth Management RIA
Massachusetts
$855K +$844K +8,109 New
CA
433
Continuum Advisory
Idaho
$851K -$417K -4,013 -33%
ACS
434
Archford Capital Strategies
Illinois
$838K -$58.9K -566 -7%
PC
435
Prairiewood Capital
North Dakota
$838K
CIA
436
Concurrent Investment Advisors
Florida
$836K +$824K +7,925 New
EFA
437
Evernest Financial Advisors
Indiana
$831K +$820K +7,880 New
RWP
438
Revolve Wealth Partners
New Jersey
$830K
PA
439
PFG Advisors
Arizona
$830K -$473K -4,551 -37%
WTB
440
Washington Trust Bank
Washington
$827K +$816K +7,843 New
VPP
441
Vertex Planning Partners
Illinois
$822K
FAFN
442
First Affirmative Financial Network
Colorado
$821K +$1.35K +13 +0.2%
NAM
443
NorthCrest Asset Manangement
Minnesota
$820K +$364K +3,496 +82%
CCFCSB
444
Cape Cod Five Cents Savings Bank
Massachusetts
$818K -$807K -7,762 -50%
YIA
445
YHB Investment Advisors
Connecticut
$818K +$399K +3,835 +98%
VWA
446
VERITY Wealth Advisors
United States
$818K +$807K +7,760 New
SAI
447
Savvy Advisors Inc
New York
$814K +$803K +7,722 New
NWM
448
Napa Wealth Management
California
$811K +$800K +7,689 New
CCG
449
Chatham Capital Group
Georgia
$809K +$190K +1,825 +31%
Neuberger Berman Group
450
Neuberger Berman Group
New York
$803K +$792K +7,618 New