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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
501
Objective Capital Management
Ohio
$830K -$106K -995 -11%
MCA
502
Maryland Capital Advisors
Maryland
$821K +$820K +7,707 New
AA
503
ArborFi Advisors
Michigan
$820K +$124K +1,165 +18%
PIMG
504
Patriot Investment Management Group
Tennessee
$818K +$5K +47 +0.6%
CFG
505
Cornerstone Financial Group
Nebraska
$813K +$5.54K +52 +0.7%
CSP
506
Cary Street Partners
Virginia
$810K
BSTWA
507
Blake Schutter Theil Wealth Advisors
Ohio
$808K
VIM
508
Vista Investment Management
Pennsylvania
$808K
CSPIA
509
Cary Street Partners Investment Advisory
Virginia
$806K +$93.2K +876 +13%
ATI
510
ARK & TLK Investments
Oklahoma
$803K +$4.26K +40 +0.5%
Neuberger Berman Group
511
Neuberger Berman Group
New York
$802K
PC
512
Prairiewood Capital
North Dakota
$796K -$176K -1,655 -18%
OWM
513
Orgel Wealth Management
Wisconsin
$791K +$41.7K +392 +6%
CA
514
CGN Advisors
Kansas
$789K -$92K -864 -10%
EB
515
Exchange Bank
California
$787K -$316K -2,965 -29%
PSA
516
Plum Street Advisors
Louisiana
$787K -$2.98K -28 -0.4%
JSA
517
Jacobson & Schmitt Advisors
Wisconsin
$787K -$2.56K -24 -0.3%
TWM
518
Trinity Wealth Management
Pennsylvania
$785K
JFG
519
Jefferies Financial Group
New York
$783K +$487K +4,573 +164%
LRPA
520
L. Roy Papp & Associates
Arizona
$783K
CFGF
521
Compass Financial Group (Florida)
Florida
$776K -$426 -4 -0.1%
CAL
522
Capital Analysts LLC
Pennsylvania
$768K +$250K +2,345 +48%
RI
523
Rinkey Investments
California
$763K
LPT
524
Legacy Private Trust
Wisconsin
$754K -$217K -2,035 -22%
WCP
525
Wealthcare Capital Partners
Pennsylvania
$753K +$86.3K +811 +13%