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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
26
Lutz Financial Services
Nebraska
$40.8M +$3.1M +29,679 +8%
SHGA
27
Sand Hill Global Advisors
California
$40.3M +$1.36M +13,003 +3%
RJA
28
Raymond James & Associates
Florida
$39.2M +$2.94M +28,166 +8%
WCM
29
Windham Capital Management
Massachusetts
$37.8M -$590K -5,647 -2%
BPA
30
Beacon Pointe Advisors
California
$36.8M +$417K +3,992 +1%
AWM
31
Angeles Wealth Management
California
$35.6M +$12.4M +119,190 +52%
AF
32
Allworth Financial
California
$32M +$7.88M +75,502 +32%
B
33
Bailard
California
$31.7M +$31.1M +298,079 +2,805%
RBCM
34
Raub Brock Capital Management
California
$29.3M +$4.98M +47,675 +20%
HighTower Advisors
35
HighTower Advisors
Illinois
$28.4M -$12.3M -117,837 -30%
Stifel Financial
36
Stifel Financial
Missouri
$27.6M -$10.9M -104,208 -28%
SSWM
37
Sheets Smith Wealth Management
North Carolina
$26.8M +$1.56M +14,938 +6%
BSW
38
Buckingham Strategic Wealth
Missouri
$26.5M -$3.54M -33,872 -12%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$25.9M -$524K -5,023 -2%
CWM
40
Cahaba Wealth Management
Georgia
$25.1M +$1.88M +17,975 +8%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$24.7M +$386K +3,701 +2%
RWM
42
Ritholtz Wealth Management
New York
$24.7M +$2.04M +19,536 +9%
CAG
43
Crestwood Advisors Group
Massachusetts
$23.8M -$441K -4,227 -2%
MML Investors Services
44
MML Investors Services
Massachusetts
$23.3M +$4.11M +39,366 +21%
MAM
45
Meeder Asset Management
Ohio
$22.6M +$4.89M +46,844 +27%
DCM
46
DGS Capital Management
New Jersey
$20.6M +$1.89M +18,117 +10%
PAS
47
Park Avenue Securities
New York
$20M +$4.79M +45,894 +31%
ACM
48
AUA Capital Management
Pennsylvania
$19.6M -$3.03K -29 -0%
MW
49
MBL Wealth
North Carolina
$19.4M +$6.54M +62,687 +50%
MWAM
50
Manhattan West Asset Management
California
$19.2M +$215K +2,060 +1%