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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
451
First Foundation Advisors
California
$333K
GSIS
452
Global Strategic Investment Solutions
Arizona
$333K +$18.5K +172 +6%
MBFW
453
Morton Brown Family Wealth
Pennsylvania
$333K +$333K +3,097 New
AL
454
ADE LLC
Maryland
$330K
EHC
455
Everett Harris & Co
California
$322K
GW
456
GW & Wade
Massachusetts
$322K +$115K +1,070 +55%
CDIA
457
Capital Directions Investment Advisors
Georgia
$320K
FPW
458
Flagship Private Wealth
Massachusetts
$317K +$16.3K +152 +5%
GWMIA
459
Global Wealth Management Investment Advisory
Florida
$314K
SFG
460
SevenBridge Financial Group
Pennsylvania
$312K
WA
461
Wealth Alliance
New York
$311K +$311K +2,897 New
PPW
462
Pinnacle Private Wealth
Massachusetts
$307K +$307K +2,860 New
BIA
463
Bigelow Investment Advisors
Maine
$306K +$22.9K +213 +8%
CAL
464
Capital Analysts LLC
Pennsylvania
$306K +$23.2K +216 +8%
HKIM
465
Hayek Kallen Investment Management
Alabama
$303K +$303K +2,825 New
CPA
466
Capital Planning Advisors
California
$302K
MPW
467
Melone Private Wealth
Michigan
$300K +$300K +2,795 New
FPCP
468
Fort Point Capital Partners
California
$299K
MA
469
MAS Advisors
Florida
$299K +$299K +2,788 New
KL
470
KilterHowling LLC
Colorado
$296K +$296K +2,758 New
CASB
471
Cape Ann Savings Bank
Massachusetts
$296K
Bessemer Group
472
Bessemer Group
New Jersey
$295K -$26.8K -250 -8%
PA
473
Pinnacle Associates
New York
$295K +$26.8K +250 +10%
NDSI
474
Newman Dignan & Sheerar Inc
Rhode Island
$291K +$537 +5 +0.2%
PCM
475
Parsons Capital Management
Rhode Island
$290K +$290K +2,700 New