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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
676
Argent Advisors
Louisiana
$230K +$229K +2,210 New
WOSD
677
WFA of San Diego
California
$230K +$6K +58 +3%
ML
678
McAdam LLC
Pennsylvania
$228K -$1.9M -18,359 -90%
MSFS
679
Main Street Financial Solutions
Pennsylvania
$227K +$226K +2,179 New
CWM
680
Centurion Wealth Management
Virginia
$226K +$224K +2,165 New
BSWM
681
Boston Standard Wealth Management
Massachusetts
$225K -$1.24K -12 -0.6%
MFG
682
Merit Financial Group
Georgia
$225K +$223K +2,158 New
EP
683
Essential Planning
New Hampshire
$224K +$226K +2,183 New
CFA
684
Cahill Financial Advisors
Minnesota
$221K +$12.5K +121 +6%
TFA
685
Teamwork Financial Advisors
Texas
$220K -$253K -2,440 -54%
RGC
686
Roberts, Glore & Co
Illinois
$219K -$766K -7,400 -78%
SWA
687
Sax Wealth Advisors
New Jersey
$219K +$217K +2,100 New
RWI
688
Red Wave Investments
Pennsylvania
$219K – – –
AWC
689
Abundance Wealth Counselors
Pennsylvania
$215K +$213K +2,058 New
FRA
690
Frank Rimerman Advisors
California
$210K – – –
DADC
691
D.A. Davidson & Co
Montana
$209K +$207K +2,001 New
PWPS
692
Pinnacle Wealth Planning Services
Ohio
$209K – – –
SMA
693
Sage Mountain Advisors
Georgia
$209K – – –
PJSIMP
694
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K -$93.7K -905 -31%
OAM
695
Occidental Asset Management
California
$207K -$229K -2,208 -53%
CFO
696
Collective Family Office
Pennsylvania
$206K -$2.62M -25,296 -93%
GCM
697
Gallacher Capital Management
Colorado
$204K +$203K +1,960 New
Fifth Third Bancorp
698
Fifth Third Bancorp
Ohio
$203K -$389K -3,763 -66%
MCC
699
Money Concepts Capital
Florida
$203K +$96.2K +929 +91%
SIC
700
Sterling Investment Counsel
New York
$202K +$201K +1,941 New