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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GW
451
GW & Wade
Massachusetts
$208K
KCA
452
Karn Couzens & Associates
Connecticut
$208K
DADC
453
D.A. Davidson & Co
Montana
$207K -$67.1K -622 -24%
FI
454
Financial Insights
Washington
$207K
OWA
455
Octavia Wealth Advisors
Ohio
$207K +$207K +1,923 New
TCB
456
Texas Capital Bancshares
Texas
$201K
HBCM
457
Heron Bay Capital Management
Michigan
$200K
BAM
458
Belpointe Asset Management
Nevada
$197K +$198K +1,832 New
SAM
459
S.A. Mason
Michigan
$194K
CAL
460
Capital Advisors Ltd
Ohio
$191K
FPS
461
Fieldpoint Private Securities
Connecticut
$183K
LWM
462
Liberty Wealth Management
California
$181K +$169K +1,566 +1,450%
QCG
463
Quadrant Capital Group
Ohio
$163K +$216 +2 +0.1%
OIA
464
Optimum Investment Advisors
Illinois
$161K
GIA
465
Goodwin Investment Advisory
Georgia
$156K +$155K +1,437 New
KFS
466
Kelly Financial Services
Massachusetts
$155K +$89.5K +830 +135%
APW
467
Acima Private Wealth
Virginia
$150K
AssetMark Inc
468
AssetMark Inc
California
$143K +$16.3K +151 +13%
BCA
469
Bray Capital Advisors
Florida
$141K
BWA
470
BDO Wealth Advisors
Florida
$140K -$27K -250 -16%
TCWA
471
Ten Capital Wealth Advisors
Washington
$134K
AA
472
Ancora Advisors
Ohio
$133K -$41.4K -384 -24%
CQS
473
Credential Qtrade Securities
$127K
SMG
474
Spectrum Management Group
Indiana
$127K +$70.3K +652 +123%
CFA
475
Carroll Financial Associates
North Carolina
$126K -$134K -1,244 -51%