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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Peak Wealth Management
New Hampshire
$1.08M -$216K -2,033 -17%
SCG
452
Sonata Capital Group
Washington
$1.07M -$10.6K -100 -1%
GAM
453
Gould Asset Management
California
$1.07M +$34.1K +320 +3%
SGFG
454
Silver Grove Financial Group
New York
$1.07M +$134K +1,257 +14%
SAM
455
Smithbridge Asset Management
Pennsylvania
$1.06M -$160K -1,500 -13%
AWA
456
American Wealth Advisors
Georgia
$1.06M +$319 +3 +0%
CFG
457
Cosner Financial Group
Colorado
$1.05M – – –
EH
458
Equitable Holdings
New York
$1.04M +$203K +1,904 +24%
WW
459
Wright Wealth
Georgia
$1.04M +$106K +994 +11%
TCM
460
TruNorth Capital Management
Michigan
$1.04M – – –
HVIA
461
Hudson Valley Investment Advisors
New York
$1.03M -$323K -3,038 -24%
MIA
462
MainStreet Investment Advisors
Illinois
$1.03M +$11.7K +110 +1%
BC
463
BDFS Capital
Delaware
$1.03M +$735K +6,902 +250%
RZH
464
Relyea Zuckerberg Hanson
Connecticut
$1.02M +$314K +2,951 +44%
CFO
465
CVA Family Office
Colorado
$1.02M +$106K +993 +12%
MWC
466
MBM Wealth Consultants
Missouri
$1.02M -$2.81M -26,353 -73%
GSWM
467
Greenup Street Wealth Management
Michigan
$1.01M -$1.23M -11,559 -55%
SAM
468
Stansberry Asset Management
Texas
$1M +$1M +9,429 New
LFP
469
Lakeshore Financial Planning
Michigan
$1M +$1M +9,415 New
RWC
470
Rare Wolf Capital
Washington
$1,000K +$1,000K +9,392 New
AR
471
Apeiron RIA
Texas
$998K -$846K -7,946 -46%
DB
472
Dravo Bay
Delaware
$986K +$12.8K +120 +1%
Thrivent Financial for Lutherans
473
Thrivent Financial for Lutherans
Minnesota
$970K -$226K -2,125 -19%
YIA
474
YHB Investment Advisors
Connecticut
$950K +$313K +2,945 +49%
BCM
475
BTC Capital Management
Iowa
$948K -$1.36M -12,758 -59%