We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
451
Lazard Asset Management
New York
$48K
LGWM
452
Litman Gregory Wealth Management
California
$45K
PO
453
Private Ocean
California
$43K
GA
454
GoalVest Advisory
New York
$43K +$42.7K +396 New
TIM
455
Tortoise Investment Management
New York
$41K -$10.3K -95 -20%
CWC
456
Carolinas Wealth Consulting
North Carolina
$41K +$15.1K +140 +58%
TAM
457
Tucker Asset Management
Colorado
$40.4K +$40.4K +374 New
VCG
458
Vantage Consulting Group
Virginia
$40K +$39.9K +370 New
SL
459
Savior LLC
Massachusetts
$39K
MCC
460
Money Concepts Capital
Florida
$38K +$37.8K +350 New
WP
461
Waycross Partners
Kentucky
$36K +$35.9K +333 New
AF
462
Advisornet Financial
Minnesota
$35K
VNA
463
Valley National Advisers
Pennsylvania
$32K
MHR
464
Matthew Hamilton Rosenberg
$29K -$215K -1,993 -88%
AWA
465
Arkadios Wealth Advisors
Georgia
$28K +$28.2K +261 New
AWM
466
Avior Wealth Management
Nebraska
$27K
WB
467
Webster Bank
Connecticut
$27K
CPFP
468
Clear Perspectives Financial Planning
Ohio
$27K +$27K +250 New
CMBA
469
C.M. Bidwell & Associates
Hawaii
$20K -$2.7K -25 -12%
ICP
470
Interchange Capital Partners
Pennsylvania
$12K +$12.2K +113 New
TPCW
471
TD Private Client Wealth
New York
$11.1K +$540 +5 +5%
CFB
472
Cullen/Frost Bankers
Texas
$8K -$53.1K -492 -87%
IFA
473
Interactive Financial Advisors
Illinois
$8K -$21.2K -196 -72%
LWM
474
Liberty Wealth Management
California
$7K
GRP
475
Global Retirement Partners
California
$5K