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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
701
Lyell Wealth Management
California
$211K
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$211K
SMA
703
Sage Mountain Advisors
Georgia
$211K
S
704
Sachetta
Massachusetts
$211K +$208K +2,000 New
GFG
705
Goldstone Financial Group
Illinois
$211K +$208K +1,998 New
PFBT
706
Parkside Financial Bank & Trust
Missouri
$210K -$173K -1,659 -45%
TVM
707
True Vision MN
Minnesota
$209K +$207K +1,987 New
MFA
708
Millington Financial Advisors
Illinois
$208K -$79K -759 -28%
LA
709
Lane & Associates
New Jersey
$207K -$126K -1,214 -38%
WA
710
Wealth Alliance
New York
$206K -$421K -4,049 -67%
RGC
711
Roberts, Glore & Co
Illinois
$206K
EWA
712
Elevate Wealth Advisory
Georgia
$205K +$202K +1,946 New
FPGK
713
Financial Partners Group (Kansas)
Kansas
$204K +$624 +6 +0.3%
SIC
714
Sterling Investment Counsel
New York
$204K +$201K +1,931 New
CB
715
Commerce Bank
Missouri
$203K +$200K +1,926 New
HPA
716
High Probability Advisors
New York
$202K +$200K +1,919 New
1IA
717
1834 Investment Advisors
Wisconsin
$202K +$199K +1,914 New
LFA
718
LGT Financial Advisors
Texas
$188K +$14.9K +143 +9%
ANBT
719
American National Bank & Trust
Texas
$172K +$170K +1,635 New
CT
720
Clearstead Trust
Maine
$172K
NS
721
NBC Securities
Alabama
$160K -$40.7K -391 -20%
WFA
722
West Financial Advisors
Iowa
$152K -$839K -8,061 -85%
GEA
723
Glen Eagle Advisors
New Jersey
$150K
RBC
724
Rye Brook Capital
Connecticut
$148K
NCM
725
Northwest Capital Management
Oregon
$138K