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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Sugarloaf Wealth Management
Georgia
$49K -$157K -1,458 -98%
CAM
477
Caprin Asset Management
Virginia
$48K
Lazard Asset Management
478
Lazard Asset Management
New York
$48K
LGWM
479
Litman Gregory Wealth Management
California
$45K
PO
480
Private Ocean
California
$43K
HWMA
481
Heritage Wealth Management (Arizona)
Arizona
$42K +$41.5K +385 New
CWC
482
Carolinas Wealth Consulting
North Carolina
$41K
TIM
483
Tortoise Investment Management
New York
$41K
AF
484
Advisornet Financial
Minnesota
$39K +$3.56K +33 +10%
MCC
485
Money Concepts Capital
Florida
$38K
SL
486
Savior LLC
Massachusetts
$38K
GA
487
GoalVest Advisory
New York
$33K -$9.61K -89 -22%
VNA
488
Valley National Advisers
Pennsylvania
$32K
TAM
489
Tucker Asset Management
Colorado
$30.4K -$9.93K -92 -25%
MHR
490
Matthew Hamilton Rosenberg
$29K
AWA
491
Arkadios Wealth Advisors
Georgia
$28K
EIP
492
Ellis Investment Partners
Pennsylvania
$28K +$27.7K +257 New
CPFP
493
Clear Perspectives Financial Planning
Ohio
$27K
WB
494
Webster Bank
Connecticut
$27K
FP
495
Financial Perspectives
Minnesota
$25K +$25K +232 New
RWM
496
Raffa Wealth Management
District of Columbia
$21.9K +$21.9K +203 New
CMBA
497
C.M. Bidwell & Associates
Hawaii
$20K
SCA
498
Stonebridge Capital Advisors
Minnesota
$20K +$20.2K +187 New
KFS
499
Kelly Financial Services
Massachusetts
$18.8K +$14.4K +133 +324%
AWM
500
Avior Wealth Management
Nebraska
$17K -$10K -93 -36%