We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWI
526
Red Wave Investments
Pennsylvania
$219K
FI
527
Financial Insights
Washington
$217K +$16.2K +153 +8%
FRA
528
Frank Rimerman Advisors
California
$211K -$591K -5,581 -73%
APIM
529
Agate Pass Investment Management
Washington
$209K
SMA
530
Sage Mountain Advisors
Georgia
$209K
SVWAG
531
Sound View Wealth Advisors Group
Georgia
$209K
LA
532
LexAurum Advisors
Kansas
$209K +$211K +1,997 New
WCA
533
Westover Capital Advisors
Delaware
$208K -$5.29K -50 -2%
FWP
534
FAS Wealth Partners
Kansas
$207K +$106 +1 +0.1%
WWP
535
WR Wealth Planners
Missouri
$207K +$209K +1,975 New
HWM
536
Hohimer Wealth Management
Washington
$206K +$208K +1,970 New
LWP
537
Legacy Wealth Planning
Nevada
$202K -$1.59K -15 -0.8%
CPSC
538
Carl P. Sherr & Co
Massachusetts
$202K
PW
539
Peninsula Wealth
California
$201K -$339K -3,201 -62%
AAS
540
Ameritas Advisory Services
Nebraska
$201K -$32.1K -303 -14%
OWA
541
Octavia Wealth Advisors
Ohio
$201K
PCM
542
Penserra Capital Management
California
$197K +$200K +1,890 New
AWMS
543
Advocacy Wealth Management Services
Georgia
$194K -$54K -510 -22%
SAM
544
S.A. Mason
Michigan
$188K
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$185K -$7.3K -69 -4%
FPS
546
Fieldpoint Private Securities
Connecticut
$178K
AWM
547
Accel Wealth Management
Iowa
$177K +$180K +1,698 New
CF
548
Centaurus Financial
California
$174K
CAL
549
Capital Advisors Ltd
Ohio
$161K
AssetMark Inc
550
AssetMark Inc
California
$161K +$22.1K +209 +16%