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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
726
Atlantic Edge Private Wealth Management
Florida
$137K +$135K +1,300 New
AAG
727
Armstrong Advisory Group
Massachusetts
$125K
RF
728
Robinswood Financial
Washington
$115K +$113K +1,088 New
GRP
729
Global Retirement Partners
California
$113K -$46.1K -443 -29%
DIP
730
DT Investment Partners
Pennsylvania
$111K -$176K -1,695 -62%
Jones Financial Companies
731
Jones Financial Companies
Missouri
$106K +$105K +1,007 New
RWM
732
Raffa Wealth Management
District of Columbia
$102K +$36.5K +351 +57%
CQS
733
Credential Qtrade Securities
$101K
FF
734
Friedenthal Financial
New Jersey
$98.8K +$97.5K +937 New
SAM
735
Smartleaf Asset Management
Massachusetts
$98.4K +$97.2K +934 New
PP
736
Pacifica Partners
Canada
$90.8K
GI
737
Gradient Investments
Minnesota
$88.1K +$4.26K +41 +5%
FWA
738
FSC Wealth Advisors
New York
$82.2K +$520 +5 +0.6%
HWA
739
HHM Wealth Advisors
Tennessee
$73.8K -$9.88K -95 -12%
CIAS
740
Capital Investment Advisory Services
North Carolina
$73.4K
GA
741
GoalVest Advisory
New York
$72.1K +$50.7K +487 +247%
PCWA
742
Pacific Capital Wealth Advisors
California
$71.4K +$70.4K +677 New
LIWM
743
Long Island Wealth Management
New York
$69K +$67.9K +653 New
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67.7K +$33.4K +321 +100%
HNB
745
Huntington National Bank
Ohio
$67.7K
M
746
MOTCO
Texas
$67.2K
SC
747
SouthState Corp
Florida
$56.7K -$936 -9 -2%
TCG
748
Transcendent Capital Group
Oklahoma
$55.9K +$55.1K +530 New
ACA
749
Aptus Capital Advisors
Alabama
$54.4K +$24K +231 +81%
GFPC
750
Global Financial Private Client
Florida
$51K -$560K -5,384 -92%