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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
576
Concurrent Investment Advisors
Florida
$383K -$448K -4,266 -54%
SPI
577
Sutton Place Investors
New York
$383K +$56.4K +537 +17%
GL
578
Graypoint LLC
New York
$382K +$15.9K +151 +4%
VFPW
579
Vantage Financial Partners (Wisconsin)
Wisconsin
$379K -$10.6K -101 -3%
DWA
580
Delap Wealth Advisory
Oregon
$373K -$374K -3,565 -50%
BFEC
581
Benjamin F. Edwards & Company
Missouri
$373K +$36.3K +346 +11%
BW
582
Bison Wealth
Georgia
$373K -$61.4K -585 -14%
AWM
583
Able Wealth Management
New Jersey
$369K -$13.3K -127 -3%
WWG
584
West Wealth Group
California
$360K +$361K +3,438 New
HKIM
585
Hayek Kallen Investment Management
Alabama
$359K +$21K +200 +6%
PFS
586
Prospera Financial Services
Texas
$356K +$146K +1,390 +69%
SAG
587
Spotlight Asset Group
Illinois
$356K
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$353K +$15K +143 +4%
SWP
589
Summit Wealth Partners
Florida
$353K -$18.9K -180 -5%
FG
590
Foster Group
Iowa
$352K +$3.57K +34 +1%
T
591
TNF
Montana
$350K -$183K -1,744 -34%
CA
592
Clearstead Advisors
Ohio
$342K -$60.1K -572 -15%
HSBC Holdings
593
HSBC Holdings
United Kingdom
$337K -$72K -686 -18%
DC
594
DeDora Capital
California
$335K -$30.3K -289 -8%
FHA
595
Flagship Harbor Advisors
Massachusetts
$332K -$38.3K -365 -10%
PIMG
596
Patriot Investment Management Group
Tennessee
$332K
CWS
597
Cypress Wealth Services
California
$329K -$80K -762 -20%
Wealthfront Advisers
598
Wealthfront Advisers
California
$325K +$12.9K +123 +4%
AI
599
Auour Investments
Massachusetts
$325K +$25.3K +241 +8%
HGWM
600
Horst & Graben Wealth Management
Oregon
$322K +$8.51K +81 +3%