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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
$624K +$85.7K +811 +16%
RW
502
Rede Wealth
Virginia
$623K -$263K -2,484 -30%
CW
503
Code Waechter
Florida
$622K
JCM
504
Jacobi Capital Management
Pennsylvania
$611K +$107K +1,015 +21%
STA
505
Shade Tree Advisors
New York
$608K -$478K -4,523 -44%
CPP
506
Capasso Planning Partners
South Carolina
$605K +$5.07K +48 +0.8%
PGAM
507
Princeton Global Asset Management
New Jersey
$603K
AQR Capital Management
508
AQR Capital Management
Connecticut
$603K +$603K +5,709 New
LW
509
Libra Wealth
California
$602K
DCM
510
Donaldson Capital Management
Indiana
$600K -$951 -9 -0.2%
LAMC
511
Longview Asset Management (California)
California
$599K -$323K -3,058 -35%
TFO
512
Timonier Family Office
North Carolina
$599K +$32.8K +310 +6%
C
513
Croban
Ohio
$596K -$474K -4,483 -44%
PFA
514
Petra Financial Advisors
Colorado
$588K +$211 +2 +0%
CA
515
Crewe Advisors
Utah
$584K -$180K -1,705 -24%
1WM
516
1900 Wealth Management
Texas
$582K -$641K -6,065 -52%
SAM
517
SP Asset Management
California
$582K +$1.16K +11 +0.2%
PA
518
Probity Advisors
Texas
$580K -$100K -948 -15%
SOWAS
519
Silver Oak Wealth Advisors Services
California
$577K +$252K +2,382 +77%
IPA
520
Investment Planning Advisors
Georgia
$576K +$150K +1,423 +35%
GWMR
521
GC Wealth Management RIA
Massachusetts
$574K
MWM
522
Modern Wealth Management
Kansas
$572K +$9.09K +86 +2%
FHA
523
Flagship Harbor Advisors
Massachusetts
$568K +$148K +1,399 +35%
OWM
524
Orgel Wealth Management
Wisconsin
$565K +$36.9K +349 +7%
PIMG
525
Patriot Investment Management Group
Tennessee
$563K +$120K +1,135 +27%