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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
626
NCM Capital Management
New Jersey
$384K +$380K +3,596 New
CWM
627
Centurion Wealth Management
Virginia
$383K -$31.1K -294 -8%
SWP
628
ShoreHaven Wealth Partners
New Jersey
$379K +$25.6K +242 +7%
CWM
629
Collaborative Wealth Management
Florida
$378K +$18.1K +171 +5%
SGCA
630
Steel Grove Capital Advisors
Tennessee
$376K – – –
Neuberger Berman Group
631
Neuberger Berman Group
New York
$376K +$374K +3,539 New
RC
632
Rovin Capital
Arizona
$375K +$372K +3,525 New
FIA
633
Foundations Investment Advisors
Arizona
$375K +$74.4K +704 +25%
BRIA
634
Balanced Rock Investment Advisors
Massachusetts
$374K -$26.5K -251 -7%
BAAM
635
Baker Avenue Asset Management
California
$373K -$172K -1,630 -32%
WTC
636
WhitTier Trust Company
Nevada
$372K -$15.3K -145 -4%
SWP
637
Summit Wealth Partners
Florida
$364K +$951 +9 +0.3%
HKIM
638
Hayek Kallen Investment Management
Alabama
$364K – – –
MT
639
Midwest Trust
Kansas
$364K +$361K +3,421 New
HFA
640
High Falls Advisors
New York
$360K -$73.1K -692 -17%
HWMC
641
Heritage Wealth Management (California)
California
$358K – – –
CCFCSB
642
Cape Cod Five Cents Savings Bank
Massachusetts
$357K – – –
SIM
643
Studio Investment Management
Illinois
$356K -$621K -5,882 -64%
XF
644
XML Financial
Maryland
$352K +$101K +952 +40%
MCM
645
MidAtlantic Capital Management
Virginia
$351K -$300K -2,839 -46%
TW
646
Traveka Wealth
California
$350K – – –
KSWA
647
Kathleen S. Wright Associates
Pennsylvania
$350K – – –
FPGT
648
Financial Partners Group (Tennessee)
Tennessee
$350K +$348K +3,290 New
RWM
649
Riverbend Wealth Management
South Carolina
$349K +$347K +3,285 New
BA
650
Ballast Advisors
Minnesota
$348K – – –