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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
476
BMS Financial Advisors
South Dakota
$295K -$37.5K -354 -11%
PPA
477
Parametric Portfolio Associates
Washington
$294K -$235K -2,216 -44%
CPA
478
Capital Planning Advisors
California
$294K
MA
479
MAS Advisors
Florida
$291K
SWM
480
SigFig Wealth Management
California
$291K +$298K +2,813 New
WP
481
WealthPLAN Partners
Nebraska
$290K -$65.6K -620 -18%
WIM
482
WealthPlan Investment Management
Nebraska
$290K +$296K +2,800 New
WCF
483
West Coast Financial
California
$289K -$98.5K -931 -25%
CASB
484
Cape Ann Savings Bank
Massachusetts
$289K
Bessemer Group
485
Bessemer Group
New Jersey
$287K
BOPW
486
Brandywine Oak Private Wealth
Pennsylvania
$286K -$6.99M -66,008 -96%
NDSI
487
Newman Dignan & Sheerar Inc
Rhode Island
$284K +$212 +2 +0.1%
GWS
488
Glassman Wealth Services
Virginia
$283K
BRWA
489
B. Riley Wealth Advisors
Florida
$281K -$92.4K -873 -25%
HCM
490
Hollencrest Capital Management
California
$280K
AF
491
Apexium Financial
Texas
$278K -$177K -1,668 -39%
CB
492
CNB Bank
Pennsylvania
$278K -$97.9K -925 -26%
EWM
493
Endurance Wealth Management
Rhode Island
$278K
RWM
494
Rockwood Wealth Management
Pennsylvania
$277K +$280K +2,648 New
MHR
495
Matthew Hamilton Rosenberg
$273K +$101K +950 +57%
WA
496
Wealth Alliance
New York
$270K -$33.3K -315 -11%
BIA
497
Bigelow Investment Advisors
Maine
$269K -$29.7K -281 -10%
Kovitz Investment Group Partners
498
Kovitz Investment Group Partners
Illinois
$268K -$846K -7,997 -76%
BBHC
499
Brown Brothers Harriman & Co
New York
$262K
Wealthfront Advisers
500
Wealthfront Advisers
California
$258K +$8.99K +85 +4%