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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
576
Laurel Wealth Planning
Minnesota
$50K +$50.3K +475 New
EW
577
Element Wealth
Mississippi
$49K
SAM
578
Strategic Asset Management
Minnesota
$49K
SWM
579
Sugarloaf Wealth Management
Georgia
$48K
TFGT
580
TS Financial Group (TSFG)
Illinois
$48K
AA
581
AlphaMark Advisors
Kentucky
$47K +$47.6K +450 New
FP
582
Financial Perspectives
Minnesota
$45.7K
GRP
583
Global Retirement Partners
California
$44K -$49.8K -471 -53%
SIAP
584
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K
TIM
585
Tortoise Investment Management
New York
$40K -$4.76K -45 -11%
AWM
586
Abound Wealth Management
Tennessee
$39.5K
PP
587
Pacifica Partners
Canada
$38K
Lazard Asset Management
588
Lazard Asset Management
New York
$36K
PFS
589
Prospera Financial Services
Texas
$35K -$1.98M -18,742 -98%
CFD
590
Creative Financial Designs
Indiana
$33K -$2.06M -19,511 -98%
IFAM
591
Institutional & Family Asset Management
Colorado
$31K
PFBT
592
Parkside Financial Bank & Trust
Missouri
$31K
VNA
593
Valley National Advisers
Pennsylvania
$31K
KSWA
594
Kathleen S. Wright Associates
Pennsylvania
$27K
JWA
595
JFS Wealth Advisors
Pennsylvania
$26K
GA
596
GoalVest Advisory
New York
$25K +$25K +236 New
RWM
597
Raffa Wealth Management
District of Columbia
$21.4K +$106 +1 +0.5%
SCA
598
Stonebridge Capital Advisors
Minnesota
$20K
CIBC Private Wealth Group
599
CIBC Private Wealth Group
Georgia
$20K +$20.1K +190 New
RBC
600
Roble Belko & Company
Pennsylvania
$19K +$19.3K +182 New