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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PW
726
Pandora Wealth
Illinois
$227K +$227K +2,150 New
AL
727
Aspiriant LLC
California
$227K – – –
ALA
728
Atlas Legacy Advisors
California
$227K -$85K -804 -27%
PFBT
729
Parkside Financial Bank & Trust
Missouri
$226K +$54.5K +516 +32%
WG
730
Wealth Group
North Carolina
$225K -$40.6K -384 -15%
TFG
731
Team Financial Group
California
$224K +$211 +2 +0.1%
AC
732
ASB Consultores
Florida
$220K -$38.9K -368 -15%
GAM
733
Gemmer Asset Management
California
$220K -$22.3K -211 -9%
T
734
Tableaux
Massachusetts
$220K +$220K +2,080 New
GWMIA
735
Global Wealth Management Investment Advisory
Florida
$218K – – –
ES
736
Eagle Strategies
New York
$218K -$14.9K -141 -6%
First Trust Advisors
737
First Trust Advisors
Illinois
$217K -$22.2K -210 -9%
WDG
738
Wealth Dimensions Group
Ohio
$215K – – –
HS
739
Horan Securities
United States
$214K -$13.2K -125 -6%
DWM
740
Dopkins Wealth Management
New York
$212K -$50K -473 -19%
PWPS
741
Pinnacle Wealth Planning Services
Ohio
$211K – – –
SMA
742
Sage Mountain Advisors
Georgia
$211K – – –
GFG
743
Goldstone Financial Group
Illinois
$211K – – –
NWM
744
Napa Wealth Management
California
$208K – – –
KP
745
Keel Point
Alabama
$208K +$2.33K +22 +1%
UAG
746
United Advisor Group
Ohio
$208K +$4.65K +44 +2%
HPA
747
High Probability Advisors
New York
$206K – – –
FHB
748
First Hawaiian Bank
Hawaii
$204K – – –
UFA
749
Uptown Financial Advisors
Texas
$204K – – –
CWP
750
Cyndeo Wealth Partners
Florida
$204K -$12.4K -117 -6%