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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
551
Prosperity Consulting Group
Maryland
$407K +$405K +3,837 New
SWP
552
ShoreHaven Wealth Partners
New Jersey
$405K -$40.9K -388 -9%
MGIA
553
Moneta Group Investment Advisors
Missouri
$405K +$402K +3,811 New
VWM
554
Venturi Wealth Management
Texas
$403K +$30.7K +291 +8%
WF
555
Warner Financial
Maryland
$402K
GAA
556
Guardian Asset Advisors
Pennsylvania
$401K -$26.2K -248 -6%
DWA
557
Delap Wealth Advisory
Oregon
$397K
GD
558
Grandfield & Dodd
New York
$397K
TWP
559
Tyche Wealth Partners
Texas
$396K
C1AG
560
Client 1st Advisory Group
Florida
$394K
EGA
561
Eagle Global Advisors
Texas
$393K -$10.6K -100 -3%
WS
562
Wedbush Securities
California
$390K +$12.3K +117 +3%
SWA
563
Sax Wealth Advisors
New Jersey
$389K
TVM
564
True Vision MN
Minnesota
$385K +$11.3K +107 +3%
BJL
565
Brighton Jones LLC
Washington
$384K -$570K -5,405 -60%
AWM
566
Axxcess Wealth Management
California
$383K +$49.2K +466 +15%
XF
567
XML Financial
Maryland
$383K -$66K -626 -15%
PWP
568
PrairieView Wealth Partners
Illinois
$383K -$2.43M -23,025 -86%
HSBC Holdings
569
HSBC Holdings
United Kingdom
$379K +$128K +1,217 +52%
GSIAS
570
Garden State Investment Advisory Services
New Jersey
$378K +$2.22K +21 +0.6%
BA
571
Ballast Advisors
Minnesota
$377K +$8.86K +84 +2%
CWMS
572
Cannon Wealth Management Services
North Carolina
$373K +$370K +3,508 New
RIA
573
Regal Investment Advisors
Michigan
$372K -$15K -142 -4%
MFG
574
Merit Financial Group
Georgia
$371K -$219K -2,078 -37%
D
575
Diversified
Delaware
$368K +$24.1K +228 +7%