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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
626
Savant Capital
Illinois
$286K +$286K +2,728 New
AWM
627
Avitas Wealth Management
California
$285K -$66.1K -630 -19%
First Manhattan
628
First Manhattan
New York
$283K – – –
FPW
629
Flagship Private Wealth
Massachusetts
$281K -$216K -2,054 -43%
HG
630
Harbor Group
New Hampshire
$280K – – –
PTC
631
Private Trust Company
Ohio
$279K +$1.05K +10 +0.4%
WAG
632
Winthrop Advisory Group
Massachusetts
$278K – – –
BWP
633
Baldwin Wealth Partners
Massachusetts
$276K +$44.6K +425 +19%
HPFG
634
Hart & Patterson Financial Group
Massachusetts
$276K +$2.21K +21 +0.8%
MCA
635
MSH Capital Advisors
Arizona
$276K +$315 +3 +0.1%
EP
636
Essential Planning
New Hampshire
$275K – – –
AWM
637
Accurate Wealth Management
Florida
$272K +$10.4K +99 +4%
FAIM
638
Financial Advocates Investment Management
Washington
$269K +$295K +2,812 New
BBA
639
Braun-Bostich & Associates
Pennsylvania
$264K -$265K -2,524 -50%
WPW
640
Watershed Private Wealth
Illinois
$263K -$6.83K -65 -3%
WFAG
641
Worth Financial Advisory Group
North Carolina
$262K – – –
WA
642
Wealthstream Advisors
New York
$261K +$21.9K +209 +9%
TFG
643
Team Financial Group
California
$261K -$10.3K -98 -4%
DWM
644
Dopkins Wealth Management
New York
$260K +$261K +2,484 New
TSS
645
Two Sigma Securities
New York
$260K -$360K -3,425 -58%
WTB
646
Washington Trust Bank
Washington
$258K -$564K -5,375 -69%
WC
647
Whitney & Co
New York
$257K +$11K +105 +4%
SWM
648
SigFig Wealth Management
California
$252K -$5.57K -53 -2%
GA
649
GoalVest Advisory
New York
$249K +$178K +1,695 +248%
PIA
650
Pinion Investment Advisors
Kansas
$249K +$250K +2,379 New