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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
526
L. Roy Papp & Associates
Arizona
$462K
IPA
527
Investment Planning Advisors
Georgia
$457K
LG
528
LaFleur & Godfrey
Michigan
$450K -$25.3K -240 -5%
AWM
529
AE Wealth Management
Kansas
$448K +$124K +1,171 +38%
NAM
530
NorthCrest Asset Manangement
Minnesota
$442K -$55.7K -528 -11%
CC
531
Capstone Capital
Nevada
$438K -$52.8K -500 -11%
CIP
532
Cornerstone Investment Partners
Georgia
$436K +$29.1K +276 +7%
TW
533
Traveka Wealth
California
$433K
WFPG
534
Waller Financial Planning Group
Ohio
$433K +$11.4K +108 +3%
DAS
535
Diversify Advisory Services
Utah
$430K -$66.2K -627 -13%
CT
536
Colonial Trust
South Carolina
$427K
WTC
537
WhitTier Trust Company
Nevada
$426K
HWA
538
HCR Wealth Advisors
California
$425K
RA
539
Riversedge Advisors
Delaware
$424K -$7.49K -71 -2%
RFP
540
Root Financial Partners
California
$420K +$417K +3,952 New
KeyBank National Association
541
KeyBank National Association
Ohio
$420K +$63.4K +601 +18%
WWM
542
Waterway Wealth Management
Texas
$419K -$564K -5,347 -58%
EWA
543
ERTS Wealth Advisors
Michigan
$414K +$6.75K +64 +2%
BEI
544
Benjamin Edwards Inc
Missouri
$413K +$410K +3,882 New
RRCM
545
Rappaport Reiches Capital Management
Illinois
$412K +$410K +3,884 New
FCP
546
Fidelis Capital Partners
Florida
$412K +$412K +3,909 New
CWM
547
Centurion Wealth Management
Virginia
$412K +$409K +3,877 New
OC
548
Oppenheimer & Co
New York
$409K -$2.89M -27,358 -88%
SIM
549
Stratos Investment Management
Ohio
$408K +$1.05K +10 +0.3%
EWA
550
Elevate Wealth Advisory
Georgia
$408K -$11.9K -113 -3%