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
SWA
476
Sax Wealth Advisors
New Jersey
$768K +$251K +2,374 +49%
EA
477
Efficient Advisors
Ohio
$766K -$1.21M -11,422 -61%
ZIM
478
Zacks Investment Management
Illinois
$761K -$230K -2,175 -23%
RW
479
Rockport Wealth
Ohio
$760K +$755K +7,150 New
EH
480
Equitable Holdings
New York
$750K +$280K +2,648 +60%
YIA
481
YHB Investment Advisors
Connecticut
$749K +$17.5K +166 +2%
TWM
482
Trinity Wealth Management
Pennsylvania
$746K -$16.3K -154 -2%
WCA
483
Westover Capital Advisors
Delaware
$744K -$53.7K -508 -7%
NFG
484
Nations Financial Group
Iowa
$741K -$58K -549 -7%
VNIM
485
Vaughan Nelson Investment Management
Texas
$740K -$6.87K -65 -0.9%
IPA
486
Investment Planning Advisors
Georgia
$738K +$156K +1,477 +27%
DWS
487
Discipline Wealth Solutions
South Carolina
$733K +$728K +6,894 New
PCS
488
Private Client Services
Kentucky
$732K +$727K +6,887 New
ACS
489
Archford Capital Strategies
Illinois
$730K -$17.1K -162 -2%
CFGF
490
Compass Financial Group (Florida)
Florida
$728K +$50K +473 +7%
JSA
491
Jacobson & Schmitt Advisors
Wisconsin
$726K +$721K +6,829 New
TFG
492
Tilson Financial Group
New Jersey
$724K +$8.35K +79 +1%
IP
493
Investment Partners
Ohio
$723K +$719K +6,803 New
RWP
494
Revolve Wealth Partners
New Jersey
$718K – – –
CISOA
495
Capital Investment Services of America
Wisconsin
$718K – – –
HIF
496
Hill Island Financial
Michigan
$711K -$302K -2,859 -30%
WPW
497
Waldron Private Wealth
Pennsylvania
$710K +$290K +2,744 +70%
CA
498
Continuum Advisory
Idaho
$708K +$3.91K +37 +0.6%
DIA
499
Dean Investment Associates
Ohio
$707K – – –
BEI
500
Benjamin Edwards Inc
Missouri
$700K +$262K +2,484 +61%
18 19
20
21 22