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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
651
Opal Wealth Advisors
New York
$246K – – –
PTC
652
Private Trust Company
Ohio
$242K -$36.5K -349 -13%
PCA
653
Prosperity Capital Advisors
Ohio
$242K +$37.4K +358 +18%
CM
654
Columbus Macro
Pennsylvania
$241K +$7.42K +71 +3%
AWA
655
Arete Wealth Advisors
Illinois
$237K +$237K +2,266 New
VFPW
656
Vantage Financial Partners (Wisconsin)
Wisconsin
$237K -$142K -1,356 -37%
First Trust Advisors
657
First Trust Advisors
Illinois
$235K +$3.13K +30 +1%
ES
658
Eagle Strategies
New York
$235K -$194K -1,857 -45%
FCI
659
Financial Counselors Inc
Kansas
$234K +$30.6K +293 +15%
NB
660
Nicolet Bankshares
Wisconsin
$233K – – –
AWM
661
Able Wealth Management
New Jersey
$233K -$136K -1,299 -37%
RFP
662
Roth Financial Partners
Texas
$232K +$232K +2,223 New
PG
663
Proffitt & Goodson
Tennessee
$227K +$2.4K +23 +1%
RGC
664
Roberts, Glore & Co
Illinois
$226K +$22.5K +215 +11%
SAM
665
Smartleaf Asset Management
Massachusetts
$222K +$155K +1,481 +232%
OFP
666
OLIO Financial Planning
Virginia
$221K – – –
CAM
667
Creekmur Asset Management
Illinois
$219K +$219K +2,094 New
SFG
668
SevenBridge Financial Group
Pennsylvania
$216K – – –
WDG
669
Wealth Dimensions Group
Ohio
$213K – – –
LA
670
Lane & Associates
New Jersey
$212K +$5.75K +55 +3%
LSAG
671
Lake Street Advisors Group
New Hampshire
$212K -$376K -3,600 -64%
FRA
672
Frank Rimerman Advisors
California
$212K -$1.3M -12,426 -86%
S
673
Sachetta
Massachusetts
$210K – – –
PWPS
674
Pinnacle Wealth Planning Services
Ohio
$209K – – –
SMA
675
Sage Mountain Advisors
Georgia
$209K – – –