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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
551
Edgestream Partners
New Jersey
$652K -$805K -7,563 -55%
CIC
552
Chilton Investment Company
Connecticut
$650K -$426K -4,000 -40%
CWM
553
Chesapeake Wealth Management
Virginia
$642K – – –
HP
554
Hilltop Partners
Indiana
$639K – – –
HTC
555
Haverford Trust Company
Pennsylvania
$638K +$49.5K +465 +8%
PFA
556
Petra Financial Advisors
Colorado
$632K +$151K +1,423 +32%
CNC
557
Citizens & Northern Corp
Pennsylvania
$631K – – –
EF
558
Envision Financial
Wisconsin
$630K -$290K -2,723 -32%
TC
559
TAGStone Capital
North Carolina
$628K +$3.94K +37 +0.6%
CWMS
560
Cannon Wealth Management Services
North Carolina
$624K +$98.1K +922 +19%
MWA
561
Mills Wealth Advisors
Texas
$623K +$234K +2,198 +60%
IPA
562
Investment Planning Advisors
Georgia
$622K -$83.9K -788 -12%
IFG
563
Independent Financial Group
California
$621K +$327K +3,071 +111%
PFBT
564
Parkside Financial Bank & Trust
Missouri
$619K +$15K +141 +2%
SFC
565
Strategic Financial Concepts
Texas
$613K +$337K +3,166 +122%
CISOA
566
Capital Investment Services of America
Wisconsin
$612K -$106K -1,000 -15%
RWM
567
Raffa Wealth Management
District of Columbia
$609K +$230K +2,162 +61%
AQR Capital Management
568
AQR Capital Management
Connecticut
$608K – – –
LW
569
Libra Wealth
California
$607K – – –
SCA
570
Scott Capital Advisors
Oregon
$606K +$35K +329 +6%
TWCA
571
Two West Capital Advisors
Kansas
$601K +$113K +1,061 +23%
SFG
572
Stonebridge Financial Group
California
$601K +$601K +5,650 New
TFG
573
Tilson Financial Group
New Jersey
$600K +$3.41K +32 +0.6%
BSA
574
Bull Street Advisors
Georgia
$599K -$538K -5,050 -47%
CFD
575
Creative Financial Designs
Indiana
$596K -$193K -1,816 -24%