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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
476
Smartleaf Asset Management
Massachusetts
$789K -$354K -3,311 -31%
LWM
477
LeConte Wealth Management
Tennessee
$789K +$220K +2,060 +39%
GC
478
Garde Capital
Washington
$787K – – –
TWM
479
Trinity Wealth Management
Pennsylvania
$784K +$35.1K +329 +5%
Northern Trust
480
Northern Trust
Illinois
$780K +$540K +5,055 +225%
CIA
481
Concurrent Investment Advisors
Florida
$779K +$131K +1,226 +20%
BFA
482
Beaumont Financial Advisors
Massachusetts
$778K – – –
CA
483
Continuum Advisory
Idaho
$770K +$59.3K +555 +8%
VNIM
484
Vaughan Nelson Investment Management
Texas
$758K +$14.9K +140 +2%
CPBTD
485
Central Pacific Bank - Trust Division
Hawaii
$753K -$101K -950 -12%
WCA
486
Westover Capital Advisors
Delaware
$747K – – –
SG
487
StoneX Group
New York
$747K -$98.3K -921 -12%
ACS
488
Archford Capital Strategies
Illinois
$743K +$9.82K +92 +1%
CFGF
489
Compass Financial Group (Florida)
Florida
$739K +$8.86K +83 +1%
ATPW
490
Ashton Thomas Private Wealth
Arizona
$736K +$89.4K +837 +14%
HIF
491
Hill Island Financial
Michigan
$732K +$17.5K +164 +2%
PCA
492
Prosperity Capital Advisors
Ohio
$729K +$53.7K +503 +8%
CISOA
493
Capital Investment Services of America
Wisconsin
$721K – – –
NG
494
Novem Group
New York
$720K +$85.5K +801 +13%
JSA
495
Jacobson & Schmitt Advisors
Wisconsin
$716K -$13.2K -124 -2%
PA
496
Procyon Advisors
Connecticut
$716K +$255K +2,392 +55%
IPA
497
Investment Planning Advisors
Georgia
$710K -$30.4K -285 -4%
DIA
498
Dean Investment Associates
Ohio
$710K – – –
BMWS
499
Brady Martz Wealth Solutions
North Dakota
$701K -$331K -3,103 -32%
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$701K +$409K +3,831 +140%