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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFA
526
Oak Family Advisors
Illinois
$626K +$622K +5,885 New
MLA
527
My Legacy Advisors
Oregon
$620K +$217K +2,050 +54%
AQR Capital Management
528
AQR Capital Management
Connecticut
$607K
LW
529
Libra Wealth
California
$606K
OWM
530
Orgel Wealth Management
Wisconsin
$605K +$35.5K +336 +6%
PFBT
531
Parkside Financial Bank & Trust
Missouri
$599K +$370K +3,500 +164%
HI
532
Harbour Investments
Wisconsin
$597K +$35.5K +336 +6%
FHA
533
Flagship Harbor Advisors
Massachusetts
$592K +$20K +189 +4%
PFA
534
Petra Financial Advisors
Colorado
$590K -$1.9K -18 -0.3%
SAM
535
SP Asset Management
California
$589K +$3.38K +32 +0.6%
CA
536
Crewe Advisors
Utah
$589K
WWA
537
Wingate Wealth Advisors
Massachusetts
$582K -$62.9K -595 -10%
MWM
538
Modern Wealth Management
Kansas
$576K -$106 -1 -0%
SOWAS
539
Silver Oak Wealth Advisors Services
California
$575K -$5.6K -53 -1%
PIMG
540
Patriot Investment Management Group
Tennessee
$572K +$5.28K +50 +0.9%
CT
541
Colonial Trust
South Carolina
$571K +$54.9K +520 +11%
PGAM
542
Princeton Global Asset Management
New Jersey
$567K -$40.1K -380 -7%
LWM
543
LeConte Wealth Management
Tennessee
$566K +$563K +5,326 New
DCM
544
Donaldson Capital Management
Indiana
$563K -$40.8K -386 -7%
LWA
545
Lineweaver Wealth Advisors
Ohio
$554K +$51K +483 +10%
LAMC
546
Longview Asset Management (California)
California
$552K -$51.3K -486 -9%
CAG
547
Csenge Advisory Group
Florida
$547K -$8.98K -85 -2%
CPP
548
Capasso Planning Partners
South Carolina
$546K -$63.4K -600 -10%
RWM
549
Rialto Wealth Management
New York
$545K +$2.64K +25 +0.5%
CFP
550
Catalyst Financial Partners
Massachusetts
$544K -$562K -5,325 -51%