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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
551
YHB Investment Advisors
Connecticut
$404K -$132K -1,270 -24%
RB
552
Renasant Bank
Mississippi
$403K +$98.1K +946 +32%
APIM
553
Agate Pass Investment Management
Washington
$401K -$16.1K -155 -4%
KeyBank National Association
554
KeyBank National Association
Ohio
$400K +$79.1K +763 +24%
AWA
555
Aletheian Wealth Advisors
Washington
$396K -$209K -2,014 -34%
BAM
556
Belpointe Asset Management
Nevada
$394K -$95.5K -921 -19%
WCF
557
West Coast Financial
California
$393K
CWM
558
Centurion Wealth Management
Virginia
$390K +$1.35K +13 +0.3%
BF
559
Brooklyn FI
New York
$390K -$1.12M -10,774 -74%
HSBC Holdings
560
HSBC Holdings
United Kingdom
$389K -$250K -2,407 -39%
WF
561
Warner Financial
Maryland
$389K
GWSG
562
GPS Wealth Strategies Group
Colorado
$388K -$19K -183 -5%
BWM
563
Baystate Wealth Management
Massachusetts
$385K +$11.3K +109 +3%
GD
564
Grandfield & Dodd
New York
$384K
WS
565
Wedbush Securities
California
$384K -$1.97M -19,016 -84%
AI
566
Auour Investments
Massachusetts
$382K -$57K -550 -13%
SIM
567
Stratos Investment Management
Ohio
$381K +$726 +7 +0.2%
C1AG
568
Client 1st Advisory Group
Florida
$381K
AG
569
Ascent Group
Virginia
$379K -$330K -3,185 -47%
PFBT
570
Parkside Financial Bank & Trust
Missouri
$376K +$141K +1,362 +60%
CIP
571
Cornerstone Investment Partners
Georgia
$373K +$376K +3,622 New
KPWG
572
KFA Private Wealth Group
Virginia
$372K +$60.8K +586 +19%
QPWM
573
Quadrant Private Wealth Management
Pennsylvania
$372K +$375K +3,619 New
DWA
574
Delap Wealth Advisory
Oregon
$367K
FHA
575
Flagship Harbor Advisors
Massachusetts
$364K +$4.56K +44 +1%