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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
526
AQR Capital Management
Connecticut
$610K
LW
527
Libra Wealth
California
$609K
TFG
528
Tilson Financial Group
New Jersey
$607K -$121K -1,132 -17%
AA
529
ArborFi Advisors
Michigan
$603K +$104K +978 +21%
EA
530
Efficient Advisors
Ohio
$598K -$171K -1,604 -22%
SAM
531
SP Asset Management
California
$596K +$3.63K +34 +0.6%
WWA
532
Wingate Wealth Advisors
Massachusetts
$580K -$4.59K -43 -0.8%
SOWAS
533
Silver Oak Wealth Advisors Services
California
$578K
AIM
534
Advyzon Investment Management
Illinois
$577K +$577K +5,406 New
PIMG
535
Patriot Investment Management Group
Tennessee
$575K
CT
536
Colonial Trust
South Carolina
$574K +$1.07K +10 +0.2%
CCFM
537
Clear Creek Financial Management
Washington
$570K +$570K +5,341 New
DCM
538
Donaldson Capital Management
Indiana
$566K
CWM
539
Chesapeake Wealth Management
Virginia
$561K +$32K +300 +6%
Fifth Third Bancorp
540
Fifth Third Bancorp
Ohio
$560K +$282K +2,642 +102%
SIM
541
Synergy Investment Management
Florida
$553K -$98.2K -920 -15%
WSFS
542
Wilmington Savings Fund Society
Delaware
$552K -$274K -2,568 -33%
WA
543
WBH Advisory
Maryland
$550K +$4.17K +39 +0.8%
RWM
544
Rialto Wealth Management
New York
$547K
PGAM
545
Princeton Global Asset Management
New Jersey
$547K -$22.4K -210 -4%
RWP
546
Revolve Wealth Partners
New Jersey
$542K -$179K -1,678 -25%
MWP
547
Madison Wealth Partners
Wisconsin
$541K +$39.7K +372 +8%
OBWG
548
Onyx Bridge Wealth Group
New York
$540K +$3.31K +31 +0.6%
FPW
549
Flagship Private Wealth
Massachusetts
$540K +$84.6K +792 +19%
HTC
550
Haverford Trust Company
Pennsylvania
$539K +$31K +290 +6%