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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
701
Fifth Third Bancorp
Ohio
$276K – – –
PWAM
702
Private Wealth Asset Management
Iowa
$276K +$119K +1,125 +76%
RSWM
703
Robertson Stephens Wealth Management
California
$276K +$274K +2,591 New
VWA
704
VERITY Wealth Advisors
United States
$273K – – –
SPI
705
Sutton Place Investors
New York
$272K -$2.22K -21 -0.8%
OC
706
Oppenheimer & Co
New York
$271K +$12.7K +120 +5%
LFG
707
Lockerman Financial Group
California
$270K – – –
SHF
708
Stage Harbor Financial
Massachusetts
$270K – – –
EW
709
Elyxium Wealth
California
$270K +$65.1K +616 +32%
LSA
710
Lansing Street Advisors
Pennsylvania
$270K +$268K +2,535 New
VFA
711
Valeo Financial Advisors
Indiana
$269K +$267K +2,532 New
GSIAS
712
Garden State Investment Advisory Services
New Jersey
$268K -$119K -1,131 -31%
WC
713
Whitney & Co
New York
$267K – – –
PG
714
Proffitt & Goodson
Tennessee
$262K +$19.6K +186 +8%
TA
715
TruWealth Advisors
Louisiana
$261K -$106 -1 -0%
CAL
716
Capital Advisors Ltd
Ohio
$261K – – –
WE
717
Wealth Effects
Massachusetts
$259K -$23.8K -225 -8%
OWCM
718
One Wealth Capital Management
Arizona
$259K -$1.58K -15 -0.6%
FCM
719
Firestone Capital Management
Florida
$258K +$1.48K +14 +0.6%
FLA
720
Financial Life Advisors
Texas
$258K -$20.8K -197 -8%
AC
721
AWM Capital
Arizona
$257K -$22.7K -215 -8%
LWM
722
Lodestone Wealth Management
Washington
$255K +$253K +2,398 New
NA
723
Nautilus Advisors
California
$252K – – –
FAM
724
Flaharty Asset Management
Florida
$252K +$8.56K +81 +4%
FWMP
725
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$252K – – –