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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
626
Csenge Advisory Group
Florida
$262K -$72.4K -698 -22%
MFC
627
Morris Financial Concepts
South Carolina
$261K +$56.5K +545 +27%
Luther King Capital Management (LKCM)
628
Luther King Capital Management (LKCM)
Texas
$260K
ACA
629
Atlas Capital Advisors
Wyoming
$258K
WFAG
630
Worth Financial Advisory Group
North Carolina
$257K -$263K -2,540 -50%
WWP
631
WR Wealth Planners
Missouri
$253K -$6.84K -66 -3%
DCM
632
Donaldson Capital Management
Indiana
$253K
WPW
633
Watershed Private Wealth
Illinois
$246K +$4.15K +40 +2%
OFP
634
OLIO Financial Planning
Virginia
$246K +$18.8K +181 +8%
FIB
635
First Interstate Bank
Montana
$244K
OWA
636
Opal Wealth Advisors
New York
$242K -$49K -472 -17%
FCM
637
Firestone Capital Management
Florida
$241K +$726 +7 +0.3%
WMA
638
West Michigan Advisors
Michigan
$239K +$22.9K +221 +10%
CPRC
639
Consolidated Portfolio Review Corp
New York
$239K
CCM
640
Coldstream Capital Management
Washington
$236K
BWM
641
BCS Wealth Management
Tennessee
$236K +$238K +2,292 New
BSB
642
Bangor Savings Bank
Maine
$235K
CFO
643
Collective Family Office
Pennsylvania
$235K +$33.6K +324 +17%
FCM
644
Family Capital Management
Michigan
$233K
HNWA
645
Henrickson Nauta Wealth Advisors
Michigan
$232K +$234K +2,253 New
AWA
646
Arete Wealth Advisors
Illinois
$231K -$5.7K -55 -2%
KWS
647
Keystone Wealth Services
California
$230K +$1.14K +11 +0.5%
HSWM
648
Hubbell Strickland Wealth Management
Louisiana
$229K -$22.1K -213 -9%
MCCP
649
Mission Creek Capital Partners
California
$229K -$519 -5 -0.2%
PMG
650
ProVise Management Group
Florida
$229K -$353K -3,403 -60%