We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
726
Cyr Financial
Illinois
$249K -$262K -2,478 -51%
JIP
727
Jaffetilchin Investment Partners
Florida
$246K – – –
EFG
728
Embree Financial Group
Illinois
$245K +$243K +2,303 New
BWM
729
BCS Wealth Management
Tennessee
$244K – – –
SC
730
Sapient Capital
Indiana
$241K +$239K +2,264 New
WCFP
731
White & Co Financial Planning
Washington
$240K -$5.49K -52 -2%
Northern Trust
732
Northern Trust
Illinois
$239K -$100K -949 -30%
AWA
733
Arete Wealth Advisors
Illinois
$238K – – –
WAG
734
Winthrop Advisory Group
Massachusetts
$237K +$236K +2,230 New
HWMG
735
Hurlow Wealth Management Group
Indiana
$235K +$233K +2,210 New
WAS
736
Wealth Advisory Solutions
Indiana
$234K +$233K +2,202 New
FFG
737
Fiduciary Financial Group
California
$234K – – –
APC
738
Aspire Private Capital
North Carolina
$229K – – –
PW
739
Pandora Wealth
Illinois
$229K – – –
AL
740
Aspiriant LLC
California
$228K – – –
EL
741
EWA LLC
Pennsylvania
$226K +$224K +2,121 New
GWMIA
742
Global Wealth Management Investment Advisory
Florida
$225K +$4.75K +45 +2%
GAM
743
Gemmer Asset Management
California
$222K +$1.27K +12 +0.6%
AWM
744
Accredited Wealth Management
Kentucky
$221K +$34.3K +325 +19%
MDCM
745
Morgan Dempsey Capital Management
Wisconsin
$221K +$220K +2,080 New
MSFS
746
Main Street Financial Solutions
Pennsylvania
$220K +$219K +2,073 New
First Trust Advisors
747
First Trust Advisors
Illinois
$217K -$2.11K -20 -1%
WDG
748
Wealth Dimensions Group
Ohio
$216K – – –
HS
749
Horan Securities
United States
$216K +$1.16K +11 +0.5%
AWP
750
Astra Wealth Partners
New Jersey
$214K -$96.4K -913 -31%