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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
626
Brasada Capital Management
Texas
$212K -$94K -900 -30%
AWM
627
Apollon Wealth Management
South Carolina
$211K +$215K +2,059 New
CDIA
628
Capital Directions Investment Advisors
Georgia
$209K -$285K -2,732 Closed
ICG
629
InterOcean Capital Group
Tennessee
$209K
FRA
630
Frank Rimerman Advisors
California
$207K
OWM
631
Orgel Wealth Management
Wisconsin
$207K -$1.06M -10,141 -83%
MA
632
MONECO Advisors
Connecticut
$207K
CFA
633
Cahill Financial Advisors
Minnesota
$205K -$55.5K -532 -21%
SMA
634
Sage Mountain Advisors
Georgia
$205K
SVWAG
635
Sound View Wealth Advisors Group
Georgia
$205K
CWM
636
Collaborative Wealth Management
Florida
$205K +$208K +1,994 New
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$205K +$209K +2,000 New
KFS
638
Kelly Financial Services
Massachusetts
$205K -$4.09M -39,158 -95%
WWP
639
WR Wealth Planners
Missouri
$186K -$15.1K -145 -7%
SAM
640
S.A. Mason
Michigan
$185K
BSWA
641
Bromfield Sneider Wealth Advisors
Massachusetts
$181K +$95.8K +918 +109%
AWM
642
Accel Wealth Management
Iowa
$175K
GWM
643
Geneos Wealth Management
Colorado
$173K -$18.8K -180 -10%
TCOV
644
Trust Company of Vermont
Vermont
$164K
TFS
645
TrustCore Financial Services
Tennessee
$164K +$12.5K +120 +8%
DCBT
646
Dakota Community Bank & Trust
North Dakota
$160K +$163K +1,563 New
ADL
647
Asset Dedication LLC
California
$159K +$161K +1,546 New
OIA
648
Optimum Investment Advisors
Illinois
$154K
CHA
649
Carmichael Hill & Associates
Maryland
$138K
BWA
650
BDO Wealth Advisors
Florida
$133K