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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
576
Legacy Financial Strategies
Kansas
$403K +$50.3K +484 +14%
Pathstone Holdings
577
Pathstone Holdings
New Jersey
$403K +$398K +3,826 New
WCF
578
West Coast Financial
California
$403K
SIM
579
Stratos Investment Management
Ohio
$402K +$11.2K +108 +3%
CRA
580
Clear Rock Advisors
Texas
$400K +$397K +3,816 New
AG
581
Ascent Group
Virginia
$399K +$15.6K +150 +4%
WF
582
Warner Financial
Maryland
$399K
GWSG
583
GPS Wealth Strategies Group
Colorado
$398K +$1.25K +12 +0.3%
PJWM
584
Philip James Wealth Mangement
Georgia
$397K +$392K +3,770 New
PWA
585
Pillar Wealth Advisors
Pennsylvania
$396K +$176K +1,688 +82%
GD
586
Grandfield & Dodd
New York
$394K
TWP
587
Tyche Wealth Partners
Texas
$393K +$388K +3,730 New
CSIA
588
Conrad Siegel Investment Advisors
Pennsylvania
$393K +$388K +3,728 New
VFPW
589
Vantage Financial Partners (Wisconsin)
Wisconsin
$392K +$387K +3,721 New
C1AG
590
Client 1st Advisory Group
Florida
$391K
SXL
591
Summit X LLC
Missouri
$390K -$357K -3,436 -48%
AWM
592
Able Wealth Management
New Jersey
$385K +$380K +3,652 New
KPWG
593
KFA Private Wealth Group
Virginia
$383K +$1.04K +10 +0.3%
OAP
594
One Advisory Partners
Kansas
$380K -$670K -6,438 -64%
APIM
595
Agate Pass Investment Management
Washington
$380K -$31.2K -300 -8%
PCA
596
Prosperity Capital Advisors
Ohio
$378K -$189K -1,821 -34%
SWP
597
Summit Wealth Partners
Florida
$374K -$267K -2,570 -42%
FHA
598
Flagship Harbor Advisors
Massachusetts
$373K +$104 +1 +0%
GL
599
Graypoint LLC
New York
$368K +$11.3K +109 +3%
DC
600
DeDora Capital
California
$368K +$24.9K +239 +7%