We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$700K -$31.7K -300 -4%
JSA
477
Jacobson & Schmitt Advisors
Wisconsin
$692K +$693K +6,560 New
BP
478
BWM Planning
Texas
$690K +$691K +6,542 New
SAM
479
Strive Asset Management
Ohio
$690K +$691K +6,540 New
ACP
480
Aviance Capital Partners
Florida
$689K -$32.6K -309 -5%
FCP
481
Fidelis Capital Partners
Florida
$686K +$272K +2,577 +66%
DWS
482
Dynamic Wealth Strategies
California
$686K -$48.8K -462 -7%
PA
483
Probity Advisors
Texas
$680K -$513K -4,855 -43%
NFG
484
Nations Financial Group
Iowa
$678K -$4.22K -40 -0.6%
WT
485
Whittier Trust
California
$674K – – –
YIA
486
YHB Investment Advisors
Connecticut
$674K +$50.2K +475 +8%
CFGF
487
Compass Financial Group (Florida)
Florida
$673K -$7.5K -71 -1%
DWM
488
Destination Wealth Management
California
$671K +$5.6K +53 +0.8%
SA
489
Stewardship Advisors
Pennsylvania
$668K +$93.7K +887 +16%
SFMG
490
Sage Financial Management Group
Virginia
$660K -$200K -1,897 -23%
SIM
491
Synergy Investment Management
Florida
$659K +$660K +6,248 New
WWA
492
Wingate Wealth Advisors
Massachusetts
$658K +$659K +6,238 New
CFO
493
CVA Family Office
Colorado
$650K +$371K +3,514 +133%
MCM
494
MidAtlantic Capital Management
Virginia
$647K – – –
MFG
495
Merit Financial Group
Georgia
$639K +$271K +2,563 +73%
DWT
496
Dorsey & Whitney Trust
South Dakota
$636K -$151K -1,426 -19%
CF
497
Cyr Financial
Illinois
$630K -$34.9K -330 -5%
GL
498
Graypoint LLC
New York
$629K +$66.6K +631 +12%
CNC
499
Citizens & Northern Corp
Pennsylvania
$625K – – –
CW
500
Code Waechter
Florida
$622K – – –
18 19
20
21 22