We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
601
Novem Group
New York
$523K -$55.6K -522 -10%
SIM
602
Stratos Investment Management
Ohio
$522K +$18.1K +170 +4%
MWP
603
Madison Wealth Partners
Wisconsin
$520K +$1.49K +14 +0.3%
EFS
604
Essex Financial Services
Connecticut
$519K – – –
DC
605
Davenport & Co
Virginia
$513K -$63.7K -598 -11%
HA
606
Helium Advisors
Washington
$507K -$51.6K -485 -9%
ARA
607
Approach Retirement Advisors
Alabama
$505K +$106K +1,000 +27%
SFMG
608
Sage Financial Management Group
Virginia
$504K +$11.9K +112 +2%
G
609
GenTrust
Florida
$504K -$157K -1,478 -24%
CA
610
CoreCap Advisors
Michigan
$503K -$30.1K -283 -6%
FM
611
Foster & Motley
Ohio
$499K +$111K +1,039 +28%
UWP
612
Uniting Wealth Partners
Kansas
$499K – – –
BFO
613
Biltmore Family Office
North Carolina
$498K – – –
CCM
614
Cloud Capital Management
Washington
$498K +$2.98K +28 +0.6%
IWM
615
IHT Wealth Management
Illinois
$497K +$131K +1,231 +36%
ACG
616
Allen Capital Group
Nebraska
$496K +$70.4K +661 +17%
EWA
617
Elevate Wealth Advisory
Georgia
$495K -$16.8K -158 -3%
BFA
618
Beaumont Financial Advisors
Massachusetts
$494K – – –
SWM
619
Spire Wealth Management
Virginia
$494K -$6.17K -58 -1%
PWM
620
Power Wealth Management
Georgia
$492K – – –
JWCA
621
J.W. Cole Advisors
Florida
$489K +$489K +4,591 New
DWT
622
Dorsey & Whitney Trust
South Dakota
$487K +$532 +5 +0.1%
IFPL
623
Investments & Financial Planning LLC
Kentucky
$479K +$56.9K +535 +13%
MLRA
624
Main Line Retirement Advisors
Montana
$475K +$2.66K +25 +0.6%
CA
625
Chatterton & Associates
California
$473K +$31.5K +296 +7%
23 24
25
26 27