We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
626
HBK Sorce Advisory
Pennsylvania
$214K +$218K +2,087 New
BCM
627
Brasada Capital Management
Texas
$212K -$94K -900 -30%
AWM
628
Apollon Wealth Management
South Carolina
$211K +$215K +2,059 New
CDIA
629
Capital Directions Investment Advisors
Georgia
$209K -$285K -2,732 Closed
ICG
630
InterOcean Capital Group
Tennessee
$209K – – –
FRA
631
Frank Rimerman Advisors
California
$207K – – –
OWM
632
Orgel Wealth Management
Wisconsin
$207K -$1.06M -10,141 -83%
MA
633
MONECO Advisors
Connecticut
$207K – – –
CFA
634
Cahill Financial Advisors
Minnesota
$205K -$55.5K -532 -21%
SMA
635
Sage Mountain Advisors
Georgia
$205K – – –
SVWAG
636
Sound View Wealth Advisors Group
Georgia
$205K – – –
CWM
637
Collaborative Wealth Management
Florida
$205K +$208K +1,994 New
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$205K +$209K +2,000 New
KFS
639
Kelly Financial Services
Massachusetts
$205K -$4.09M -39,158 -95%
WWP
640
WR Wealth Planners
Missouri
$186K -$15.1K -145 -7%
SAM
641
S.A. Mason
Michigan
$185K – – –
BSWA
642
Bromfield Sneider Wealth Advisors
Massachusetts
$181K +$95.8K +918 +109%
AWM
643
Accel Wealth Management
Iowa
$175K – – –
GWM
644
Geneos Wealth Management
Colorado
$173K -$18.8K -180 -10%
TCOV
645
Trust Company of Vermont
Vermont
$164K – – –
TFS
646
TrustCore Financial Services
Tennessee
$164K +$12.5K +120 +8%
DCBT
647
Dakota Community Bank & Trust
North Dakota
$160K +$163K +1,563 New
ADL
648
Asset Dedication LLC
California
$159K +$161K +1,546 New
OIA
649
Optimum Investment Advisors
Illinois
$154K – – –
CHA
650
Carmichael Hill & Associates
Maryland
$138K – – –