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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
576
Fidelity Investments
Massachusetts
$334K +$219K +2,105 +191%
PP
577
PrairieView Partners
Minnesota
$331K -$1.34M -12,895 -80%
MCA
578
MSH Capital Advisors
Arizona
$330K +$21.2K +204 +7%
KeyBank National Association
579
KeyBank National Association
Ohio
$325K -$80K -769 -20%
LFG
580
Lockerman Financial Group
California
$322K +$11.1K +107 +4%
EP
581
Essential Planning
New Hampshire
$317K +$317K +3,045 New
WIA
582
World Investment Advisors
California
$316K +$317K +3,042 New
KPWG
583
KFA Private Wealth Group
Virginia
$316K +$625 +6 +0.2%
SWP
584
ShoreHaven Wealth Partners
New Jersey
$314K +$28.3K +272 +10%
DT
585
Diversified Trust
Tennessee
$312K
EHC
586
Everett Harris & Co
California
$312K
AWM
587
Accel Wealth Management
Iowa
$310K +$133K +1,277 +75%
WDG
588
Wealth Dimensions Group
Ohio
$310K +$64.8K +623 +26%
RB
589
Renasant Bank
Mississippi
$309K +$40.4K +388 +15%
HGWM
590
Horst & Graben Wealth Management
Oregon
$308K +$1.15K +11 +0.4%
CFB
591
Cullen/Frost Bankers
Texas
$307K -$937K -9,000 -75%
HKIM
592
Hayek Kallen Investment Management
Alabama
$304K
CWS
593
Confluence Wealth Services
Pennsylvania
$303K +$303K +2,913 New
Luther King Capital Management (LKCM)
594
Luther King Capital Management (LKCM)
Texas
$302K
BWM
595
Benchmark Wealth Management
Connecticut
$302K
MFA
596
Millington Financial Advisors
Illinois
$301K +$208 +2 +0.1%
9WM
597
9258 Wealth Management
Ohio
$297K -$5.2K -50 -2%
ONB
598
Old National Bancorp
Indiana
$295K +$295K +2,838 New
OWA
599
Opal Wealth Advisors
New York
$294K +$6.87K +66 +2%
RF
600
RHS Financial
California
$291K -$1.46K -14 -0.5%