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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
526
Capital Analysts LLC
Pennsylvania
$768K +$250K +2,345 +48%
RI
527
Rinkey Investments
California
$763K – – –
LPT
528
Legacy Private Trust
Wisconsin
$754K -$217K -2,035 -22%
WCP
529
Wealthcare Capital Partners
Pennsylvania
$753K +$86.3K +811 +13%
WFAG
530
Wescott Financial Advisory Group
Pennsylvania
$742K +$3.83K +36 +0.5%
PP
531
Patten & Patten
Tennessee
$734K -$47.9K -450 -6%
PA
532
Procyon Advisors
Connecticut
$733K +$9.15K +86 +1%
GC
533
Garde Capital
Washington
$732K +$732K +6,877 New
SIM
534
Synergy Investment Management
Florida
$720K +$354K +3,327 +97%
CCFM
535
Clear Creek Financial Management
Washington
$709K +$73.6K +691 +12%
FA
536
FF Advisors
California
$709K +$13K +122 +2%
DIA
537
Dean Investment Associates
Ohio
$708K – – –
AllianceBernstein
538
AllianceBernstein
Tennessee
$708K +$82.5K +775 +13%
Envestnet Portfolio Solutions
539
Envestnet Portfolio Solutions
Illinois
$708K -$52K -489 -7%
SCM
540
Sunbeam Capital Management
Georgia
$707K +$213 +2 +0%
CFO
541
Collective Family Office
Pennsylvania
$700K – – –
DWS
542
Discipline Wealth Solutions
South Carolina
$698K +$106 +1 +0%
KWM
543
Keebeck Wealth Management
Illinois
$694K -$63.9K -600 -8%
SPC
544
Sigma Planning Corp
Michigan
$682K -$2.74M -25,729 -80%
CPC
545
Cadia Private Client
New Jersey
$680K +$62.9K +591 +10%
FPW
546
Flagship Private Wealth
Massachusetts
$678K -$21.2K -199 -3%
APFP
547
Action Point Financial Planning
Michigan
$669K +$669K +6,288 New
AWM
548
Accurate Wealth Management
Florida
$660K +$56.5K +531 +9%
ACS
549
Archford Capital Strategies
Illinois
$657K -$58.4K -549 -8%
RW
550
Rockport Wealth
Ohio
$655K – – –