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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
526
Grimes & Company
Massachusetts
$549K -$43K -407 -7%
KW
527
Keyvantage Wealth
Pennsylvania
$547K +$548K +5,190 New
RFP
528
Roth Financial Partners
Texas
$545K +$317K +3,005 +139%
SCG
529
Sonata Capital Group
Washington
$542K +$10.6K +100 +2%
BAAM
530
Baker Avenue Asset Management
California
$542K +$58.1K +550 +12%
WA
531
WBH Advisory
Maryland
$539K -$54K -511 -9%
CA
532
CoreCap Advisors
Michigan
$538K +$3.7K +35 +0.7%
OCM
533
Objective Capital Management
Ohio
$537K +$23.8K +225 +5%
Bessemer Group
534
Bessemer Group
New Jersey
$537K
IWA
535
Icon Wealth Advisors
Texas
$536K -$1.8K -17 -0.3%
RWM
536
Rialto Wealth Management
New York
$535K +$535K +5,068 New
MADFP
537
Michael A Dubis Financial Planning
Wisconsin
$534K +$534K +5,060 New
OWM
538
Orgel Wealth Management
Wisconsin
$528K -$759K -7,184 -59%
HAIM
539
Hunter Associates Investment Management
Pennsylvania
$527K
OBWG
540
Onyx Bridge Wealth Group
New York
$525K +$526K +4,977 New
MLA
541
My Legacy Advisors
Oregon
$524K +$65.1K +616 +14%
PA
542
PFG Advisors
Arizona
$524K -$13.2K -125 -2%
BFG
543
Berger Financial Group
Minnesota
$523K -$21.7K -205 -4%
MWM
544
Meridian Wealth Management
Kentucky
$522K +$35.8K +339 +7%
CWM
545
Chesapeake Wealth Management
Virginia
$522K +$47.5K +450 +10%
OWCM
546
One Wealth Capital Management
Arizona
$516K +$517K +4,892 New
EFS
547
Essex Financial Services
Connecticut
$515K
AWS
548
Aspen Wealth Strategies
Colorado
$514K +$106 +1 +0%
KWM
549
Kingsview Wealth Management
Oregon
$513K -$18.2K -172 -3%
RA
550
Riversedge Advisors
Delaware
$510K +$89.6K +848 +21%