We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
551
Elevate Wealth Advisory
Georgia
$507K +$64.1K +606 +14%
MWP
552
Madison Wealth Partners
Wisconsin
$506K +$423 +4 +0.1%
WA
553
WBH Advisory
Maryland
$503K -$36.9K -349 -7%
HTC
554
Haverford Trust Company
Pennsylvania
$503K +$20K +189 +4%
HA
555
Helium Advisors
Washington
$502K +$6.55K +62 +1%
BWM
556
Bernard Wealth Management
Michigan
$500K – – –
LWA
557
Lineweaver Wealth Advisors
Ohio
$499K +$105K +993 +27%
WA
558
WPG Advisers
Maryland
$491K -$514K -4,858 -51%
VA
559
VestGen Advisors
Illinois
$487K +$487K +4,611 New
CFB
560
Cullen/Frost Bankers
Texas
$482K – – –
PCG
561
Prosperity Consulting Group
Maryland
$481K – – –
BAM
562
Berkshire Asset Management
Pennsylvania
$477K – – –
PPC
563
Park Place Capital
Alabama
$469K – – –
CA
564
CoreCap Advisors
Michigan
$466K -$72.9K -690 -14%
EH
565
Equitable Holdings
New York
$465K -$122K -1,151 -21%
TIAM2
566
Tru Independence Asset Management 2
Oregon
$463K – – –
LRPA
567
L. Roy Papp & Associates
Arizona
$459K – – –
SJGA
568
Stephen J. Garry & Associates
New York
$458K +$143K +1,350 +45%
BWM
569
BCGM Wealth Management
Indiana
$458K -$28K -265 -6%
LG
570
LaFleur & Godfrey
Michigan
$455K +$7.93K +75 +2%
CIP
571
Cornerstone Investment Partners
Georgia
$452K -$15.2K -144 -3%
TWP
572
Tyche Wealth Partners
Texas
$452K +$58.7K +555 +15%
FPW
573
Flagship Private Wealth
Massachusetts
$450K +$65.8K +622 +17%
BWP
574
Bernardo Wealth Planning
Pennsylvania
$450K -$28.2K -267 -6%
CTWM
575
Cherry Tree Wealth Management
Minnesota
$449K – – –
21 22
23
24 25