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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
576
Lazard Asset Management
New York
$37K
CWA
577
Clearview Wealth Advisors
Oregon
$36K -$68.7K -640 -66%
HI
578
Hendershot Investments
Virginia
$33K -$214K -1,993 -87%
SCA
579
Snowden Capital Advisors
New York
$32K -$792K -7,379 -96%
IFAM
580
Institutional & Family Asset Management
Colorado
$32K
PFBT
581
Parkside Financial Bank & Trust
Missouri
$32K
VNA
582
Valley National Advisers
Pennsylvania
$32K
CWS
583
Confluence Wealth Services
Pennsylvania
$32K +$32.2K +300 New
TWP
584
TFO Wealth Partners
Ohio
$32K +$32.2K +300 New
KSWA
585
Kathleen S. Wright Associates
Pennsylvania
$28K +$27.8K +259 New
JWA
586
JFS Wealth Advisors
Pennsylvania
$26K +$6.77K +63 +34%
RWM
587
Raffa Wealth Management
District of Columbia
$22K
SCA
588
Stonebridge Capital Advisors
Minnesota
$20K
AWM
589
Avior Wealth Management
Nebraska
$17K
LFA
590
Level Financial Advisors
New York
$17K +$17K +158 New
Northern Trust
591
Northern Trust
Illinois
$16K +$1.56M +14,536 New
FA
592
Faithward Advisors
Pennsylvania
$12K
HIA
593
Harbor Investment Advisory
Maryland
$11K
WBC
594
West Branch Capital
Massachusetts
$11K
LWCFA
595
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K
BW
596
Bison Wealth
Georgia
$9K
C
597
Covestor
United Kingdom
$9K +$8.59K +80 New
IFA
598
Interactive Financial Advisors
Illinois
$8K
TF
599
TimeScale Financial
Massachusetts
$5K +$107 +1 +2%
VCM
600
Viewpoint Capital Management
Washington
$5K +$5.37K +50 New