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iShares Short-Term National Muni Bond ETF

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