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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
676
Sage Mountain Advisors
Georgia
$209K
GCM
677
Gallacher Capital Management
Colorado
$205K
WP
678
WealthPLAN Partners
Nebraska
$205K -$61.3K -587 -23%
Fifth Third Bancorp
679
Fifth Third Bancorp
Ohio
$204K
WMA
680
West Michigan Advisors
Michigan
$204K +$203K +1,948 New
QPWM
681
Quadrant Private Wealth Management
Pennsylvania
$204K +$203K +1,945 New
SIC
682
Sterling Investment Counsel
New York
$203K
SS
683
Sunbelt Securities
Texas
$203K -$124K -1,183 -38%
CF
684
Centaurus Financial
California
$191K +$86.3K +827 +83%
GIA
685
Goodwin Investment Advisory
Georgia
$191K -$51K -489 -21%
TC
686
Trust Company
Kansas
$189K +$30.9K +296 +20%
CSWM
687
Cassady Schiller Wealth Management
Ohio
$187K +$104 +1 +0.1%
AWM
688
Accel Wealth Management
Iowa
$179K +$313 +3 +0.2%
AAG
689
Armstrong Advisory Group
Massachusetts
$158K +$22.1K +212 +16%
OIA
690
Optimum Investment Advisors
Illinois
$157K
GRP
691
Global Retirement Partners
California
$155K +$38.2K +366 +33%
GEA
692
Glen Eagle Advisors
New Jersey
$149K +$149K +1,427 New
DCBT
693
Dakota Community Bank & Trust
North Dakota
$149K -$15K -144 -9%
BWA
694
BDO Wealth Advisors
Florida
$136K
PTC
695
Private Trust Company
Ohio
$130K -$16.6K -159 -11%
UB
696
UMB Bank
Missouri
$130K -$27.4K -262 -17%
TCWA
697
Ten Capital Wealth Advisors
Washington
$130K
CT
698
Caldwell Trust
Florida
$128K +$127K +1,220 New
DIP
699
DT Investment Partners
Pennsylvania
$127K +$11.4K +109 +10%
MFC
700
Morris Financial Concepts
South Carolina
$127K +$68.3K +654 +117%