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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
651
BDO Wealth Advisors
Florida
$133K – – –
TCWA
652
Ten Capital Wealth Advisors
Washington
$128K – – –
PP
653
Pacifica Partners
Canada
$120K – – –
CQS
654
Credential Qtrade Securities
$120K – – –
OPW
655
Oxler Private Wealth
New York
$113K – – –
RA
656
Rise Advisors
New York
$111K -$10.2K -98 -8%
MCC
657
Money Concepts Capital
Florida
$104K +$69.5K +666 +190%
CFB
658
Cullen/Frost Bankers
Texas
$101K -$19K -182 -16%
DIP
659
DT Investment Partners
Pennsylvania
$99K +$101K +965 New
WTA
660
Washington Trust Advisors
Massachusetts
$97K – – –
PA
661
Parallel Advisors
California
$96K +$29.2K +280 +43%
Fidelity Investments
662
Fidelity Investments
Massachusetts
$92K +$14.2K +136 +18%
SC
663
SouthState Corp
Florida
$89K – – –
SSC
664
Syverson Strege & Co
Iowa
$80K +$81.5K +781 New
IWMA
665
Ironwood Wealth Management (Arizona)
Arizona
$73K – – –
CIAS
666
Capital Investment Advisory Services
North Carolina
$71K – – –
BC
667
Bartlett & Co
Ohio
$62K – – –
PTC
668
Private Trust Company
Ohio
$62K +$28.3K +271 +81%
BCWM
669
Bartlett & Co Wealth Management
Ohio
$61.6K – – –
RTC
670
Riverview Trust Company
Washington
$60K -$487K -4,669 -89%
VCM
671
Vigilant Capital Management
Maine
$56K +$57.4K +550 New
GRP
672
Global Retirement Partners
California
$52K +$9.71K +93 +22%
AWM
673
AllSquare Wealth Management
New York
$51K – – –
PFBT
674
Parkside Financial Bank & Trust
Missouri
$50K – – –
SWM
675
Sugarloaf Wealth Management
Georgia
$48K – – –