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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
601
Gradient Investments
Minnesota
$212K -$120K -1,150 -36%
FRA
602
Frank Rimerman Advisors
California
$211K – – –
MA
603
MONECO Advisors
Connecticut
$211K -$16.2K -156 -7%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$211K -$16.1K -155 -7%
W
605
Wealthquest
Ohio
$210K -$34.5K -332 -14%
SMA
606
Sage Mountain Advisors
Georgia
$209K – – –
SVWAG
607
Sound View Wealth Advisors Group
Georgia
$209K – – –
RF
608
Resolute Financial
Massachusetts
$208K +$207K +1,985 New
WCA
609
Westover Capital Advisors
Delaware
$207K -$1.04K -10 -0.5%
WWP
610
WR Wealth Planners
Missouri
$204K -$2.39K -23 -1%
CPSC
611
Carl P. Sherr & Co
Massachusetts
$202K – – –
TFA
612
Tobias Financial Advisors
Florida
$201K +$200K +1,918 New
GWM
613
Geneos Wealth Management
Colorado
$195K -$28.7K -276 -13%
SAM
614
S.A. Mason
Michigan
$188K – – –
CF
615
Centaurus Financial
California
$186K +$12.6K +121 +7%
CMBA
616
C.M. Bidwell & Associates
Hawaii
$185K +$89.5K +860 +95%
AWM
617
Accel Wealth Management
Iowa
$178K – – –
FPS
618
Fieldpoint Private Securities
Connecticut
$178K – – –
TCOV
619
Trust Company of Vermont
Vermont
$167K +$166K +1,600 New
QCG
620
Quadrant Capital Group
Ohio
$159K +$208 +2 +0.1%
OIA
621
Optimum Investment Advisors
Illinois
$157K – – –
First Manhattan
622
First Manhattan
New York
$157K +$156K +1,500 New
TFS
623
TrustCore Financial Services
Tennessee
$155K +$104K +1,000 +208%
BWM
624
Baystate Wealth Management
Massachusetts
$148K +$143K +1,370 +3,425%
CHA
625
Carmichael Hill & Associates
Maryland
$141K – – –