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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
551
Disciplined Investments
Oklahoma
$410K
KeyBank National Association
552
KeyBank National Association
Ohio
$408K -$574K -5,500 -59%
TI
553
Tidal Investments
Wisconsin
$407K
BWP
554
BSW Wealth Partners
Colorado
$400K
SWM
555
SigFig Wealth Management
California
$399K -$188K -1,804 -32%
AFC
556
AFT Forsyth & Company
Florida
$399K
WF
557
Warner Financial
Maryland
$396K
CWM
558
Centurion Wealth Management
Virginia
$395K +$168K +1,605 +74%
FG
559
Foster Group
Iowa
$395K
PFA
560
Pure Financial Advisors
California
$393K +$59.5K +570 +18%
SPWG
561
Syntegra Private Wealth Group
Missouri
$391K -$42.1K -403 -10%
BWM
562
BCGM Wealth Management
Indiana
$390K -$360K -3,451 -48%
C1AG
563
Client 1st Advisory Group
Florida
$388K
SIM
564
Stratos Investment Management
Ohio
$387K +$418 +4 +0.1%
GWSG
565
GPS Wealth Strategies Group
Colorado
$377K +$376K +3,599 New
BWM
566
Baystate Wealth Management
Massachusetts
$374K -$670K -6,417 -64%
AAS
567
Annex Advisory Services
Wisconsin
$372K
ACM
568
Antonetti Capital Management
Florida
$368K +$313 +3 +0.1%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$366K -$68.5K -656 -16%
FA
570
Financial Alternatives
California
$366K
FAIM
571
Financial Advocates Investment Management
Washington
$366K -$519K -4,968 -59%
FHA
572
Flagship Harbor Advisors
Massachusetts
$365K -$6.89K -66 -2%
DC
573
DeDora Capital
California
$365K -$50.3K -482 -12%
PWS
574
Paragon Wealth Strategies
Florida
$361K -$549K -5,260 -60%
PCWA
575
Pacific Capital Wealth Advisors
California
$360K -$17.4K -167 -5%