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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
551
Stratos Investment Management
Ohio
$385K +$833 +8 +0.2%
Betterment LLC
552
Betterment LLC
New York
$382K -$398K -3,822 -51%
LA
553
Lane & Associates
New Jersey
$380K +$87.7K +843 +30%
BWM
554
Baystate Wealth Management
Massachusetts
$378K +$6.87K +66 +2%
GWM
555
Geneos Wealth Management
Colorado
$378K +$56.6K +544 +18%
AFM
556
Armstrong Fleming & Moore
District of Columbia
$375K +$375K +3,605 New
CL
557
Choreo LLC
Illinois
$373K -$111K -1,068 -23%
DWA
558
Delap Wealth Advisory
Oregon
$371K -$367K -3,528 -50%
RI
559
Rinkey Investments
California
$368K +$77K +740 +26%
WA
560
Wealthstream Advisors
New York
$367K +$367K +3,530 New
BA
561
Ballast Advisors
Minnesota
$367K +$22.4K +215 +6%
ACM
562
Antonetti Capital Management
Florida
$366K +$416 +4 +0.1%
DC
563
DeDora Capital
California
$365K +$1.98K +19 +0.5%
FA
564
Financial Alternatives
California
$364K – – –
FHA
565
Flagship Harbor Advisors
Massachusetts
$363K +$625 +6 +0.2%
KCM
566
KM Capital Management
Texas
$355K -$473K -4,549 -57%
AWM
567
Apollon Wealth Management
South Carolina
$355K +$97.8K +940 +38%
SAG
568
Spotlight Asset Group
Illinois
$354K -$198K -1,899 -36%
NCM
569
NCM Capital Management
New Jersey
$354K +$354K +3,400 New
FWM
570
Fairhaven Wealth Management
Illinois
$354K +$354K +3,398 New
GL
571
Graypoint LLC
New York
$352K – – –
GKIM
572
GW&K Investment Management
Massachusetts
$347K -$8.85K -85 -2%
FG
573
Foster Group
Iowa
$342K -$50.2K -482 -13%
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$342K +$259K +2,484 +310%
CAG
575
Csenge Advisory Group
Florida
$337K -$90.6K -870 -21%