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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
501
Essex Financial Services
Connecticut
$514K +$510K +4,879 New
FM
502
Foster & Motley
Ohio
$513K +$16.7K +160 +3%
OWMIAS
503
One Wealth Management Investment & Advisory Services
Florida
$504K +$2.72K +26 +0.5%
CISOA
504
Capital Investment Services of America
Wisconsin
$497K
JCM
505
Jacobi Capital Management
Pennsylvania
$493K +$493K +4,720 New
DAS
506
Diversify Advisory Services
Utah
$491K -$80.7K -772 -14%
NAM
507
NorthCrest Asset Manangement
Minnesota
$490K +$16.1K +154 +3%
Susquehanna International Group
508
Susquehanna International Group
Pennsylvania
$488K -$1.37M -13,103 -74%
CC
509
Capstone Capital
Nevada
$484K -$26.6K -255 -5%
HTC
510
Haverford Trust Company
Pennsylvania
$478K
CIP
511
Capital Insight Partners
Arizona
$473K -$51.2K -490 -10%
BAM
512
Berkshire Asset Management
Pennsylvania
$473K +$473K +4,524 New
NWM
513
Napa Wealth Management
California
$473K -$94.3K -903 -17%
BRIA
514
Balanced Rock Investment Advisors
Massachusetts
$472K -$101K -965 -18%
CTWM
515
Cherry Tree Wealth Management
Minnesota
$471K
CTA
516
Colonial Trust Advisors
South Carolina
$469K -$14.6K -140 -3%
LG
517
LaFleur & Godfrey
Michigan
$468K
TF
518
Theory Financial
Colorado
$467K -$80.4K -770 -15%
BAAM
519
Baker Avenue Asset Management
California
$463K
BWM
520
BCGM Wealth Management
Indiana
$458K -$49.9K -478 -10%
IPA
521
Investment Planning Advisors
Georgia
$457K +$457K +4,374 New
PFGIA
522
Patriot Financial Group Insurance Agency
Massachusetts
$455K +$2.51K +24 +0.6%
LRPA
523
L. Roy Papp & Associates
Arizona
$455K
XF
524
XML Financial
Maryland
$442K +$201K +1,925 +83%
SWP
525
ShoreHaven Wealth Partners
New Jersey
$440K -$279K -2,673 -39%