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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
526
Octavia Wealth Advisors
Ohio
$206K
WF
527
Warner Financial
Maryland
$203K +$203K +1,890 New
IAIM
528
International Assets Investment Management
Florida
$201K -$20.6K -192 -9%
TCB
529
Texas Capital Bancshares
Texas
$200K
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$197K +$197K +1,838 New
SAM
531
S.A. Mason
Michigan
$193K
FPS
532
Fieldpoint Private Securities
Connecticut
$183K
CFB
533
Cullen/Frost Bankers
Texas
$179K -$93.9K -874 -34%
MHR
534
Matthew Hamilton Rosenberg
$178K +$62.9K +586 +54%
CF
535
Centaurus Financial
California
$178K +$178K +1,660 New
CAL
536
Capital Advisors Ltd
Ohio
$165K -$25K -233 -13%
APW
537
Acima Private Wealth
Virginia
$164K +$13.3K +124 +9%
QCG
538
Quadrant Capital Group
Ohio
$163K +$215 +2 +0.1%
OIA
539
Optimum Investment Advisors
Illinois
$161K
RK
540
Rather & Kittrell
Tennessee
$159K +$160K +1,487 New
RA
541
Rise Advisors
New York
$148K +$148K +1,374 New
AssetMark Inc
542
AssetMark Inc
California
$142K
BWA
543
BDO Wealth Advisors
Florida
$140K
BCA
544
Bray Capital Advisors
Florida
$136K -$5.37K -50 -4%
TCWA
545
Ten Capital Wealth Advisors
Washington
$134K
AA
546
Ancora Advisors
Ohio
$133K
CQS
547
Credential Qtrade Securities
$127K
SMG
548
Spectrum Management Group
Indiana
$127K +$107 +1 +0.1%
MAM
549
Meeder Asset Management
Ohio
$105K
TFS
550
TrustCore Financial Services
Tennessee
$104K