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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
726
Jaffetilchin Investment Partners
Florida
$246K
EFG
727
Embree Financial Group
Illinois
$245K +$243K +2,303 New
BWM
728
BCS Wealth Management
Tennessee
$244K
SC
729
Sapient Capital
Indiana
$241K +$239K +2,264 New
WCFP
730
White & Co Financial Planning
Washington
$240K -$5.49K -52 -2%
Northern Trust
731
Northern Trust
Illinois
$239K -$100K -949 -30%
AWA
732
Arete Wealth Advisors
Illinois
$238K
WAG
733
Winthrop Advisory Group
Massachusetts
$237K +$236K +2,230 New
HWMG
734
Hurlow Wealth Management Group
Indiana
$235K +$233K +2,210 New
WAS
735
Wealth Advisory Solutions
Indiana
$234K +$233K +2,202 New
FFG
736
Fiduciary Financial Group
California
$234K
APC
737
Aspire Private Capital
North Carolina
$229K
PW
738
Pandora Wealth
Illinois
$229K
AL
739
Aspiriant LLC
California
$228K
EL
740
EWA LLC
Pennsylvania
$226K +$224K +2,121 New
GWMIA
741
Global Wealth Management Investment Advisory
Florida
$225K +$4.75K +45 +2%
GAM
742
Gemmer Asset Management
California
$222K +$1.27K +12 +0.6%
AWM
743
Accredited Wealth Management
Kentucky
$221K +$34.3K +325 +19%
MDCM
744
Morgan Dempsey Capital Management
Wisconsin
$221K +$220K +2,080 New
MSFS
745
Main Street Financial Solutions
Pennsylvania
$220K +$219K +2,073 New
First Trust Advisors
746
First Trust Advisors
Illinois
$217K -$2.11K -20 -1%
WDG
747
Wealth Dimensions Group
Ohio
$216K
HS
748
Horan Securities
United States
$216K +$1.16K +11 +0.5%
AWP
749
Astra Wealth Partners
New Jersey
$214K -$96.4K -913 -31%
PTP
750
Platform Technology Partners
New York
$214K +$212K +2,011 New