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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$1.7M -$457K -4,339 -21%
UCFA
52
United Capital Financial Advisors
Texas
$1.67M -$135K -1,286 -7%
SIC
53
Sigma Investment Counselors
Michigan
$1.66M -$1.48M -14,085 -47%
WTC
54
WhitTier Trust Company
Nevada
$1.66M +$528K +5,007 +47%
AIM
55
Allen Investment Management
New York
$1.65M -$2.27M -21,520 -58%
NPC
56
National Planning Corporation
California
$1.63M +$1.64M +15,525 New
CDIA
57
Capital Directions Investment Advisors
Georgia
$1.63M
SP
58
Symmetry Partners
Connecticut
$1.6M +$1.61M +15,277 New
MG
59
Mather Group
Illinois
$1.58M -$1.77M -16,833 -53%
PIM
60
Provident Investment Management
Michigan
$1.49M -$533K -5,060 -26%
KeyBank National Association
61
KeyBank National Association
Ohio
$1.42M +$331K +3,143 +30%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$1.42M +$332K +3,150 +30%
CCA
63
Clearwater Capital Advisors
Illinois
$1.38M +$1.38M +13,128 New
WT
64
Whittier Trust
California
$1.37M +$418K +3,969 +44%
CG
65
Caprock Group
Idaho
$1.37M +$1.37M +13,026 New
PWMAG
66
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M +$14.2K +135 +1%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.23M -$609K -5,783 -33%
AA
68
Alesco Advisors
New York
$1.2M +$116K +1,100 +11%
PFM
69
Phillips Financial Management
Indiana
$1.15M +$1.15M +10,932 New
TW
70
Transform Wealth
Colorado
$1.15M +$1.15M +10,900 New
AP
71
Advisors Preferred
Maryland
$1.14M -$1.28M -12,140 -53%
MNA
72
Manning & Napier Advisors
New York
$1.11M
MWM
73
Mission Wealth Management
California
$1.06M +$1.07M +10,135 New
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.06M +$24.8K +235 +2%
SWP
75
Stratos Wealth Partners
Ohio
$1.02M -$126K -1,200 -11%