We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
676
Cassady Schiller Wealth Management
Ohio
$186K – – –
WP
677
WealthPLAN Partners
Nebraska
$184K -$19.3K -185 -9%
CPG
678
Cornerstone Planning Group
New Jersey
$160K +$160K +1,534 New
AAG
679
Armstrong Advisory Group
Massachusetts
$157K – – –
OIA
680
Optimum Investment Advisors
Illinois
$156K – – –
GRP
681
Global Retirement Partners
California
$153K -$1.67K -16 -1%
NCM
682
Northwest Capital Management
Oregon
$148K +$148K +1,418 New
RBC
683
Rye Brook Capital
Connecticut
$146K +$146K +1,400 New
CAL
684
Capital Analysts LLC
Pennsylvania
$138K +$20.5K +197 +17%
BWA
685
BDO Wealth Advisors
Florida
$135K – – –
AF
686
Advisornet Financial
Minnesota
$131K -$140K -1,345 -52%
TCWA
687
Ten Capital Wealth Advisors
Washington
$129K – – –
LFA
688
LGT Financial Advisors
Texas
$122K +$122K +1,170 New
DCBT
689
Dakota Community Bank & Trust
North Dakota
$100K -$47.3K -454 -32%
CQS
690
Credential Qtrade Securities
$99.4K – – –
WOSD
691
WFA of San Diego
California
$98.5K +$98.6K +947 New
PP
692
Pacifica Partners
Canada
$95.6K -$21.9K -210 -19%
DI
693
Disciplined Investments
Oklahoma
$91.7K -$316K -3,035 -78%
KFS
694
Kelly Financial Services
Massachusetts
$83.3K -$34.3K -330 -29%
WTA
695
Washington Trust Advisors
Massachusetts
$83.2K -$15.1K -145 -15%
HWA
696
HHM Wealth Advisors
Tennessee
$82.7K +$9.89K +95 +14%
FWA
697
FSC Wealth Advisors
New York
$80.2K +$80.2K +771 New
NFSG
698
Newbridge Financial Services Group
Florida
$72.8K -$250K -2,400 -77%
CIAS
699
Capital Investment Advisory Services
North Carolina
$72.4K – – –
M
700
MOTCO
Texas
$66.3K +$66.3K +637 New
26 27
28
29 30