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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
$517K +$514K +4,870 New
EFS
502
Essex Financial Services
Connecticut
$516K
IWM
503
IHT Wealth Management
Illinois
$515K -$169K -1,600 -25%
FHA
504
First Horizon Advisors
Tennessee
$512K -$94.3K -894 -16%
TWM
505
Tanager Wealth Management
United Kingdom
$511K +$508K +4,816 New
CA
506
Clearstead Advisors
Ohio
$506K +$158K +1,500 +46%
CISOA
507
Capital Investment Services of America
Wisconsin
$504K
JCM
508
Jacobi Capital Management
Pennsylvania
$503K +$2K +19 +0.4%
Fidelity Investments
509
Fidelity Investments
Massachusetts
$498K +$92.3K +875 +23%
FM
510
Foster & Motley
Ohio
$498K -$22.5K -213 -4%
MWM
511
Meridian Wealth Management
Kentucky
$490K +$487K +4,613 New
CTWM
512
Cherry Tree Wealth Management
Minnesota
$488K +$10.1K +96 +2%
CGFA
513
Colton Groome Financial Advisors
North Carolina
$488K +$54.9K +520 +13%
BAAM
514
Baker Avenue Asset Management
California
$487K +$16.9K +160 +4%
HTC
515
Haverford Trust Company
Pennsylvania
$486K
CWM
516
Chesapeake Wealth Management
Virginia
$478K -$120K -1,140 -20%
BAM
517
Berkshire Asset Management
Pennsylvania
$473K
UBV
518
United Bank (Virginia)
Virginia
$471K -$20.5M -194,585 -98%
CFB
519
Cullen/Frost Bankers
Texas
$470K +$28.2K +267 +6%
BFP
520
Brewster Financial Planning
New York
$469K +$264K +2,502 +130%
TIAM2
521
Tru Independence Asset Management 2
Oregon
$466K +$463K +4,387 New
PCA
522
Prosperity Capital Advisors
Ohio
$466K +$219K +2,075 +90%
BWM
523
BCGM Wealth Management
Indiana
$463K -$2.43K -23 -0.5%
MLA
524
My Legacy Advisors
Oregon
$463K +$87.6K +830 +24%
BRIA
525
Balanced Rock Investment Advisors
Massachusetts
$463K -$16.8K -159 -4%