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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ARA
651
Approach Retirement Advisors
Alabama
$398K +$3.21K +30 +0.8%
CFS
652
Cannon Financial Strategists
Georgia
$398K – – –
GD
653
Grandfield & Dodd
New York
$398K – – –
PCA
654
Prosperity Capital Advisors
Ohio
$398K -$595K -5,562 -60%
HKIM
655
Hayek Kallen Investment Management
Alabama
$397K +$399K +3,725 New
CIP
656
Cornerstone Investment Partners
Georgia
$395K +$6.32K +59 +2%
GAA
657
Guardian Asset Advisors
Pennsylvania
$392K +$149K +1,394 +61%
PCA
658
Purkiss Capital Advisors
Connecticut
$389K +$391K +3,657 New
MWA
659
Mills Wealth Advisors
Texas
$389K +$391K +3,654 New
FM
660
Foster & Motley
Ohio
$389K -$59K -551 -13%
AIFAIM
661
American Institute for Advanced Investment Management
Arizona
$389K +$37.5K +350 +11%
BWP
662
Bernardo Wealth Planning
Pennsylvania
$387K +$749 +7 +0.2%
1IA
663
1834 Investment Advisors
Wisconsin
$387K +$389K +3,631 New
NRI
664
NFP Retirement Inc
California
$380K +$60.4K +564 +19%
MFGM
665
Marshall Financial Group (Maryland)
Maryland
$380K – – –
RWM
666
Raffa Wealth Management
District of Columbia
$379K +$214K +1,998 +128%
WPA
667
West Paces Advisors
Georgia
$376K – – –
RA
668
Riversedge Advisors
Delaware
$376K -$18.4K -172 -5%
AIA
669
Armor Investment Advisors
North Carolina
$373K -$11.9K -111 -3%
EWS
670
Evergreen Wealth Solutions
Pennsylvania
$372K +$99.8K +932 +36%
IP
671
Isthmus Partners
Wisconsin
$370K +$372K +3,472 New
IAG
672
Investment Advisory Group
Massachusetts
$369K – – –
BTI
673
Blue Trust Inc
Georgia
$369K +$40.7K +380 +12%
PPC
674
Park Place Capital
Alabama
$368K +$1.61K +15 +0.4%
Susquehanna International Group
675
Susquehanna International Group
Pennsylvania
$368K +$370K +3,456 New