We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
476
D.J. St. Germain
Massachusetts
$574K +$225K +2,135 +65%
PA
477
Procyon Advisors
Connecticut
$570K
PW
478
Peninsula Wealth
California
$567K -$42.1K -399 -7%
GL
479
Graypoint LLC
New York
$566K +$250K +2,370 +80%
MWP
480
Madison Wealth Partners
Wisconsin
$563K +$9.39K +89 +2%
I
481
INVST
Indiana
$560K +$185K +1,752 +50%
CTA
482
Colonial Trust Advisors
South Carolina
$556K +$79.2K +751 +17%
PGAM
483
Princeton Global Asset Management
New Jersey
$555K -$7.39K -70 -1%
Fifth Third Bancorp
484
Fifth Third Bancorp
Ohio
$550K +$227K +2,150 +71%
BFG
485
Bleakley Financial Group
New Jersey
$548K -$47.1K -446 -8%
WPW
486
Waldron Private Wealth
Pennsylvania
$548K +$15.4K +146 +3%
BFG
487
Berger Financial Group
Minnesota
$548K -$80.5K -763 -13%
BWP
488
Bernardo Wealth Planning
Pennsylvania
$543K -$92.1K -873 -15%
IWA
489
Icon Wealth Advisors
Texas
$541K -$1.16K -11 -0.2%
PA
490
PFG Advisors
Arizona
$541K -$157K -1,487 -23%
Bessemer Group
491
Bessemer Group
New Jersey
$540K
TFA
492
Tobias Financial Advisors
Florida
$539K
CA
493
CoreCap Advisors
Michigan
$538K +$535K +5,066 New
AWM
494
Accurate Wealth Management
Florida
$537K +$261K +2,469 +95%
SCG
495
Sonata Capital Group
Washington
$535K +$531K +5,036 New
KWM
496
Kingsview Wealth Management
Oregon
$535K +$9.18K +87 +2%
HAIM
497
Hunter Associates Investment Management
Pennsylvania
$531K
TNBTD
498
Trustmark National Bank Trust Department
Mississippi
$529K +$526K +4,985 New
AWA
499
Aletheian Wealth Advisors
Washington
$526K +$2.11K +20 +0.4%
AWS
500
Aspen Wealth Strategies
Colorado
$518K -$5.49K -52 -1%