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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
676
Pinnacle Wealth Planning Services
Ohio
$209K – – –
SMA
677
Sage Mountain Advisors
Georgia
$209K – – –
GCM
678
Gallacher Capital Management
Colorado
$205K – – –
WP
679
WealthPLAN Partners
Nebraska
$205K -$61.3K -587 -23%
Fifth Third Bancorp
680
Fifth Third Bancorp
Ohio
$204K – – –
WMA
681
West Michigan Advisors
Michigan
$204K +$203K +1,948 New
QPWM
682
Quadrant Private Wealth Management
Pennsylvania
$204K +$203K +1,945 New
SIC
683
Sterling Investment Counsel
New York
$203K – – –
SS
684
Sunbelt Securities
Texas
$203K -$124K -1,183 -38%
CF
685
Centaurus Financial
California
$191K +$86.3K +827 +83%
GIA
686
Goodwin Investment Advisory
Georgia
$191K -$51K -489 -21%
TC
687
Trust Company
Kansas
$189K +$30.9K +296 +20%
CSWM
688
Cassady Schiller Wealth Management
Ohio
$187K +$104 +1 +0.1%
AWM
689
Accel Wealth Management
Iowa
$179K +$313 +3 +0.2%
AAG
690
Armstrong Advisory Group
Massachusetts
$158K +$22.1K +212 +16%
OIA
691
Optimum Investment Advisors
Illinois
$157K – – –
GRP
692
Global Retirement Partners
California
$155K +$38.2K +366 +33%
GEA
693
Glen Eagle Advisors
New Jersey
$149K +$149K +1,427 New
DCBT
694
Dakota Community Bank & Trust
North Dakota
$149K -$15K -144 -9%
BWA
695
BDO Wealth Advisors
Florida
$136K – – –
PTC
696
Private Trust Company
Ohio
$130K -$16.6K -159 -11%
UB
697
UMB Bank
Missouri
$130K -$27.4K -262 -17%
TCWA
698
Ten Capital Wealth Advisors
Washington
$130K – – –
CT
699
Caldwell Trust
Florida
$128K +$127K +1,220 New
DIP
700
DT Investment Partners
Pennsylvania
$127K +$11.4K +109 +10%