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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Belpointe Asset Management
Nevada
$102K -$94.7K -882 -48%
WTA
552
Washington Trust Advisors
Massachusetts
$101K +$101K +945 New
GRP
553
Global Retirement Partners
California
$96K +$78.2K +728 +439%
Koshinski Asset Management
554
Koshinski Asset Management
Illinois
$93.5K -$23.8K -222 -20%
SC
555
SouthState Corp
Florida
$93K
CWC
556
Carolinas Wealth Consulting
North Carolina
$76K +$107 +1 +0.1%
CSWM
557
Cassady Schiller Wealth Management
Ohio
$70K +$69.9K +651 New
CWP
558
Concord Wealth Partners
Virginia
$65K +$64.9K +604 New
RP
559
Rice Partnership
Hawaii
$61K +$11.7K +109 +24%
CMBA
560
C.M. Bidwell & Associates
Hawaii
$57K +$32.2K +300 +128%
AWM
561
AllSquare Wealth Management
New York
$54K
TFGT
562
TS Financial Group (TSFG)
Illinois
$50K
EW
563
Element Wealth
Mississippi
$50K +$107 +1 +0.2%
SAM
564
Strategic Asset Management
Minnesota
$50K +$107 +1 +0.2%
SWM
565
Sugarloaf Wealth Management
Georgia
$49K
FP
566
Financial Perspectives
Minnesota
$46.9K
TIM
567
Tortoise Investment Management
New York
$46K
SIAP
568
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$43K
CT
569
Cambridge Trust
Massachusetts
$41K +$40.8K +380 New
AWM
570
Abound Wealth Management
Tennessee
$40.6K +$40.6K +378 New
PP
571
Pacifica Partners
Canada
$39K -$4.19K -39 -10%
HNWA
572
Henrickson Nauta Wealth Advisors
Michigan
$39K +$39.5K +368 New
AF
573
Advisornet Financial
Minnesota
$38K
CPFP
574
Clear Perspectives Financial Planning
Ohio
$38K
MCC
575
Money Concepts Capital
Florida
$38K +$37.6K +350 New