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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
526
Wescott Financial Advisory Group
Pennsylvania
$742K +$3.83K +36 +0.5%
PP
527
Patten & Patten
Tennessee
$734K -$47.9K -450 -6%
PA
528
Procyon Advisors
Connecticut
$733K +$9.15K +86 +1%
GC
529
Garde Capital
Washington
$732K +$732K +6,877 New
SIM
530
Synergy Investment Management
Florida
$720K +$354K +3,327 +97%
CCFM
531
Clear Creek Financial Management
Washington
$709K +$73.6K +691 +12%
FA
532
FF Advisors
California
$709K +$13K +122 +2%
DIA
533
Dean Investment Associates
Ohio
$708K
AllianceBernstein
534
AllianceBernstein
Tennessee
$708K +$82.5K +775 +13%
Envestnet Portfolio Solutions
535
Envestnet Portfolio Solutions
Illinois
$708K -$52K -489 -7%
SCM
536
Sunbeam Capital Management
Georgia
$707K +$213 +2 +0%
CFO
537
Collective Family Office
Pennsylvania
$700K
DWS
538
Discipline Wealth Solutions
South Carolina
$698K +$106 +1 +0%
KWM
539
Keebeck Wealth Management
Illinois
$694K -$63.9K -600 -8%
SPC
540
Sigma Planning Corp
Michigan
$682K -$2.74M -25,729 -80%
CPC
541
Cadia Private Client
New Jersey
$680K +$62.9K +591 +10%
FPW
542
Flagship Private Wealth
Massachusetts
$678K -$21.2K -199 -3%
APFP
543
Action Point Financial Planning
Michigan
$669K +$669K +6,288 New
AWM
544
Accurate Wealth Management
Florida
$660K +$56.5K +531 +9%
ACS
545
Archford Capital Strategies
Illinois
$657K -$58.4K -549 -8%
RW
546
Rockport Wealth
Ohio
$655K
EP
547
Edgestream Partners
New Jersey
$652K -$805K -7,563 -55%
CIC
548
Chilton Investment Company
Connecticut
$650K -$426K -4,000 -40%
CWM
549
Chesapeake Wealth Management
Virginia
$642K
HP
550
Hilltop Partners
Indiana
$639K