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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$60.3M -$16.1M -155,056 -21%
EI
27
Ellevest Inc
New York
$57.7M -$171K -1,640 -0.3%
HIG
28
Heritage Investment Group
Florida
$53.9M -$820K -7,881 -1%
OCM
29
One Capital Management
California
$51M +$2.11M +20,280 +4%
Osaic Holdings
30
Osaic Holdings
Arizona
$48M -$11.6M -111,316 -19%
AF
31
Allworth Financial
California
$44.3M -$26.1K -251 -0.1%
AWM
32
Angeles Wealth Management
California
$43.8M +$845K +8,117 +2%
MWM
33
Merriman Wealth Management
Washington
$43.1M -$1.68M -16,144 -4%
SL
34
Salomon & Ludwin
Virginia
$38.9M +$15.2M +145,777 +64%
RJA
35
Raymond James & Associates
Florida
$37.9M +$6.81M +65,428 +22%
B
36
Bailard
California
$35.3M +$11.1M +106,396 +46%
LSAG
37
Lake Street Advisors Group
New Hampshire
$32.8M +$131K +1,254 +0.4%
RBCM
38
Raub Brock Capital Management
California
$30.8M +$459K +4,410 +2%
AC
39
Apella Capital
Connecticut
$29.8M +$29.8M +286,076 New
Stifel Financial
40
Stifel Financial
Missouri
$29.5M -$1.53M -14,741 -5%
UBV
41
United Bank (Virginia)
Virginia
$29.3M +$4.12M +39,581 +16%
WCWM
42
Willow Creek Wealth Management
California
$29M -$75.6K -726 -0.3%
MML Investors Services
43
MML Investors Services
Massachusetts
$29M +$9.18M +88,187 +46%
CWM
44
Cahaba Wealth Management
Georgia
$28.4M +$188K +1,809 +0.7%
WCM
45
Windham Capital Management
Massachusetts
$27.8M +$1.83M +17,551 +7%
BPA
46
Beacon Pointe Advisors
California
$27.7M -$7.79M -74,888 -22%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$27.3M -$4.94M -47,442 -15%
Renaissance Technologies
48
Renaissance Technologies
New York
$26.2M +$12.4M +118,800 +90%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$26.1M +$9.54M +91,631 +58%
SC
50
Slow Capital
California
$25.4M +$7.78M +74,756 +44%