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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
626
Curtis Advisory Group
California
$256K +$256K +2,461 New
EWM
627
Endurance Wealth Management
Rhode Island
$256K – – –
DCM
628
Donaldson Capital Management
Indiana
$256K -$50K -480 -16%
SW
629
SteelPeak Wealth
California
$255K – – –
HSWM
630
Hubbell Strickland Wealth Management
Louisiana
$254K -$64.3K -618 -20%
LA
631
LexAurum Advisors
Kansas
$252K -$419K -4,025 -62%
FFM
632
Flagstone Financial Management
Nebraska
$248K +$9.16K +88 +4%
Fisher Asset Management
633
Fisher Asset Management
Washington
$248K +$248K +2,385 New
FIB
634
First Interstate Bank
Montana
$246K -$330K -3,174 -57%
MWM
635
Mattern Wealth Management
Kansas
$245K -$68.4K -657 -22%
WPW
636
Watershed Private Wealth
Illinois
$245K +$245K +2,355 New
FCM
637
Firestone Capital Management
Florida
$243K +$1.35K +13 +0.6%
CPRC
638
Consolidated Portfolio Review Corp
New York
$242K – – –
AWA
639
Arete Wealth Advisors
Illinois
$240K +$5.72K +55 +2%
CCM
640
Coldstream Capital Management
Washington
$239K – – –
PFBT
641
Parkside Financial Bank & Trust
Missouri
$238K – – –
BSB
642
Bangor Savings Bank
Maine
$238K – – –
FCM
643
Family Capital Management
Michigan
$236K – – –
PWA
644
Pillar Wealth Advisors
Pennsylvania
$235K – – –
RFG
645
RFP Financial Group
Georgia
$234K +$133K +1,282 +133%
MCCP
646
Mission Creek Capital Partners
California
$232K -$4.27K -41 -2%
KWS
647
Keystone Wealth Services
California
$231K -$294K -2,824 -56%
BWP
648
Baldwin Wealth Partners
Massachusetts
$230K – – –
OFP
649
OLIO Financial Planning
Virginia
$230K +$6.76K +65 +3%
SS
650
Sunbelt Securities
Texas
$223K +$22K +211 +11%