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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
501
International Assets Investment Management
Florida
$378K +$376K +3,613 New
TFF
502
The Family Firm
Maryland
$376K +$624 +6 +0.2%
UA
503
Unison Advisors
District of Columbia
$375K +$373K +3,587 New
CAG
504
Compass Advisory Group
New York
$373K -$73.7K -708 -17%
GFPC
505
Global Financial Private Client
Florida
$371K +$4.68K +45 +1%
SFG
506
StrategIQ Financial Group
Indiana
$370K -$131K -1,255 -26%
First Trust Advisors
507
First Trust Advisors
Illinois
$370K -$15.1K -145 -4%
OAM
508
Occidental Asset Management
California
$366K -$181K -1,737 -33%
LPWM
509
Lake Point Wealth Management
Texas
$366K
SWM
510
SigFig Wealth Management
California
$365K +$64.7K +622 +22%
APIM
511
Agate Pass Investment Management
Washington
$363K +$153K +1,473 +74%
TF
512
Theory Financial
Colorado
$361K -$50.1K -482 -12%
VWM
513
Valley Wealth Managers
New Jersey
$360K +$358K +3,441 New
IFPL
514
Investments & Financial Planning LLC
Kentucky
$359K +$15.2K +146 +4%
BA
515
Ballast Advisors
Minnesota
$356K -$13.8K -133 -4%
CRC
516
Curi RMB Capital
Illinois
$355K +$353K +3,388 New
FIB
517
First Interstate Bank
Montana
$353K +$350K +3,368 New
DWM
518
Destination Wealth Management
California
$349K +$28.2K +271 +9%
CWA
519
Capital Wealth Alliance
Arizona
$344K -$7.49K -72 -2%
AFS
520
Access Financial Services
Minnesota
$342K -$14.2K -136 -4%
BWM
521
BCS Wealth Management
Tennessee
$342K
CAL
522
Capital Advisors Ltd
Ohio
$342K +$179K +1,725 +112%
BFA
523
BMS Financial Advisors
South Dakota
$340K +$35.9K +345 +12%
CBFP
524
Cedar Brook Financial Partners
Ohio
$340K +$338K +3,253 New
BFA
525
Beaumont Financial Advisors
Massachusetts
$338K -$4.66M -44,783 -93%