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
HNWA
676
Henrickson Nauta Wealth Advisors
Michigan
$290K – – –
SPI
677
Sutton Place Investors
New York
$287K -$15.5K -147 -5%
JFGIW
678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$23.9K -226 -8%
BFG
679
Bleakley Financial Group
New Jersey
$287K -$258K -2,444 -47%
DE
680
Diversified Enterprises
Delaware
$286K -$79.6K -754 -22%
OSAM
681
O'Shaughnessy Asset Management
Connecticut
$286K -$12.1K -115 -4%
HBT
682
Hills Bank & Trust
Iowa
$285K +$285K +2,702 New
BIP
683
Blueprint Investment Partners
North Carolina
$285K -$401K -3,799 -58%
MCM
684
Mattern Capital Management
Colorado
$282K -$350K -3,311 -55%
WE
685
Wealth Effects
Massachusetts
$281K +$281K +2,662 New
WC
686
Whitney & Co
New York
$280K -$35.1K -332 -11%
TF
687
Theory Financial
Colorado
$280K +$2.64K +25 +1%
CFS
688
Coordinated Financial Services
Colorado
$278K +$278K +2,634 New
IB
689
Intrust Bank
Kansas
$271K +$271K +2,570 New
IFPL
690
Investments & Financial Planning LLC
Kentucky
$271K -$9.08K -86 -3%
VWA
691
VERITY Wealth Advisors
United States
$271K -$820K -7,760 -75%
AFP
692
Ausdal Financial Partners
Iowa
$270K +$2.64K +25 +1%
XT
693
XTX Topco
Cayman Islands
$269K +$269K +2,551 New
AI
694
Auour Investments
Massachusetts
$268K +$57.7K +546 +28%
AIM
695
Advyzon Investment Management
Illinois
$268K +$268K +2,540 New
SHF
696
Stage Harbor Financial
Massachusetts
$267K +$268K +2,535 New
GWM
697
Gibbs Wealth Management
Georgia
$266K +$267K +2,525 New
WG
698
Wealth Group
North Carolina
$266K +$23.2K +220 +10%
SXL
699
Summit X LLC
Missouri
$263K -$37.2K -352 -12%
DWM
700
Dopkins Wealth Management
New York
$262K – – –
26 27
28
29 30