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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
501
Gould Asset Management
California
$701K +$28.3K +265 +4%
VA
502
VestGen Advisors
Illinois
$700K +$63.2K +592 +10%
JPG
503
Jordan Park Group
California
$698K -$271K -2,541 -28%
NFG
504
Nations Financial Group
Iowa
$692K -$52K -487 -7%
EH
505
Equitable Holdings
New York
$692K -$60.8K -569 -8%
SFS
506
Strategic Financial Services
New York
$683K – – –
HP
507
Hilltop Partners
Indiana
$664K +$107 +1 +0%
YIA
508
YHB Investment Advisors
Connecticut
$658K -$94K -880 -12%
RW
509
Rockport Wealth
Ohio
$657K -$107K -1,000 -14%
AWS
510
Aspen Wealth Strategies
Colorado
$655K +$19K +178 +3%
WWM
511
WJ Wealth Management
Arizona
$644K -$699K -6,549 -52%
Neuberger Berman Group
512
Neuberger Berman Group
New York
$644K +$266K +2,491 +70%
QC
513
Quadrature Capital
United Kingdom
$639K -$5.82M -54,515 -90%
OWA
514
One Wealth Advisors
California
$638K -$38K -356 -6%
PFBT
515
Parkside Financial Bank & Trust
Missouri
$636K +$34.5K +323 +6%
TC
516
TAGStone Capital
North Carolina
$635K +$1.28K +12 +0.2%
LWA
517
Lineweaver Wealth Advisors
Ohio
$635K +$78.9K +739 +14%
CW
518
Code Waechter
Florida
$635K +$5.55K +52 +0.9%
CNC
519
Citizens & Northern Corp
Pennsylvania
$633K – – –
OFA
520
Oak Family Advisors
Illinois
$628K – – –
OWM
521
Orgel Wealth Management
Wisconsin
$628K +$20.3K +190 +3%
WPC
522
White Pine Capital
Minnesota
$625K +$191K +1,784 +44%
AFP
523
Ausdal Financial Partners
Iowa
$624K +$312K +2,922 +100%
PFA
524
Petra Financial Advisors
Colorado
$621K +$28.5K +267 +5%
GC
525
Grimes & Company
Massachusetts
$614K -$57.9M -541,857 -99%