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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCA
501
Westover Capital Advisors
Delaware
$847K +$28.4K +267 +3%
NB
502
NBT Bank
New York
$847K – – –
VNIM
503
Vaughan Nelson Investment Management
Texas
$837K +$81.4K +765 +11%
EFG
504
Everhart Financial Group
Ohio
$833K +$2.34K +22 +0.3%
OCM
505
Objective Capital Management
Ohio
$830K -$106K -995 -11%
MCA
506
Maryland Capital Advisors
Maryland
$821K +$820K +7,707 New
AA
507
ArborFi Advisors
Michigan
$820K +$124K +1,165 +18%
PIMG
508
Patriot Investment Management Group
Tennessee
$818K +$5K +47 +0.6%
CFG
509
Cornerstone Financial Group
Nebraska
$813K +$5.54K +52 +0.7%
CSP
510
Cary Street Partners
Virginia
$810K – – –
BSTWA
511
Blake Schutter Theil Wealth Advisors
Ohio
$808K – – –
VIM
512
Vista Investment Management
Pennsylvania
$808K – – –
CSPIA
513
Cary Street Partners Investment Advisory
Virginia
$806K +$93.2K +876 +13%
ATI
514
ARK & TLK Investments
Oklahoma
$803K +$4.26K +40 +0.5%
Neuberger Berman Group
515
Neuberger Berman Group
New York
$802K – – –
PC
516
Prairiewood Capital
North Dakota
$796K -$176K -1,655 -18%
OWM
517
Orgel Wealth Management
Wisconsin
$791K +$41.7K +392 +6%
CA
518
CGN Advisors
Kansas
$789K -$92K -864 -10%
EB
519
Exchange Bank
California
$787K -$316K -2,965 -29%
PSA
520
Plum Street Advisors
Louisiana
$787K -$2.98K -28 -0.4%
JSA
521
Jacobson & Schmitt Advisors
Wisconsin
$787K -$2.56K -24 -0.3%
TWM
522
Trinity Wealth Management
Pennsylvania
$785K – – –
JFG
523
Jefferies Financial Group
New York
$783K +$487K +4,573 +164%
LRPA
524
L. Roy Papp & Associates
Arizona
$783K – – –
CFGF
525
Compass Financial Group (Florida)
Florida
$776K -$426 -4 -0.1%