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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
651
HCR Wealth Advisors
California
$426K – – –
SGCA
652
Steel Grove Capital Advisors
Tennessee
$426K – – –
MA
653
MCF Advisors
Kentucky
$426K +$195K +1,830 +84%
BL
654
BFSG LLC
California
$425K +$106K +1,000 +33%
CC
655
Capstone Capital
Nevada
$421K – – –
DWA
656
Delap Wealth Advisory
Oregon
$421K – – –
WA
657
WPG Advisers
Maryland
$418K +$2.02K +19 +0.5%
TFG
658
Team Financial Group
California
$418K +$1.49K +14 +0.4%
AWM
659
Apollon Wealth Management
South Carolina
$417K – – –
NAM
660
NorthCrest Asset Manangement
Minnesota
$417K +$3.41K +32 +0.8%
KWM
661
KRM Wealth Management
Nevada
$408K +$2.56K +24 +0.6%
CWM
662
Collaborative Wealth Management
Florida
$404K – – –
WF
663
Warner Financial
Maryland
$403K – – –
WT
664
Whittier Trust
California
$400K -$247K -2,324 -38%
TFP
665
Traction Financial Partners
Wyoming
$397K -$1.06K -10 -0.3%
GWL
666
Generations Wealth LLC
Ohio
$396K -$207K -1,946 -34%
SWM
667
Shrier Wealth Management
California
$394K +$55.9K +525 +17%
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$392K -3,687 -50%
BWM
669
BCGM Wealth Management
Indiana
$392K -$15.3K -144 -4%
CIP
670
Cornerstone Investment Partners
Georgia
$390K -$5.54K -52 -1%
AIFAIM
671
American Institute for Advanced Investment Management
Arizona
$389K – – –
CB
672
Centennial Bank
Arkansas
$386K +$386K +3,630 New
NRI
673
NFP Retirement Inc
California
$383K +$2.56K +24 +0.7%
TC
674
Trust Company
Kansas
$382K +$59.5K +559 +18%
MFGM
675
Marshall Financial Group (Maryland)
Maryland
$380K – – –