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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFA
751
Level Financial Advisors
New York
$10K -$5.85K -56 -37%
CIA
752
Cape Investment Advisory
Georgia
$9K +$8.98K +86 New
CA
753
Centerpoint Advisors
Massachusetts
$9K +$8.77K +84 New
FSWA
754
Financial Synergies Wealth Advisors
Texas
$8.65K -$835 -8 -9%
RTL
755
Red Tortoise LLC
Georgia
$8.27K – – –
FCA
756
Fortis Capital Advisors
Kansas
$7.12K – – –
LFG
757
Larson Financial Group
Missouri
$5.86K +$5.85K +56 New
HIA
758
Harbor Investment Advisory
Maryland
$5.55K – – –
VCM
759
Viewpoint Capital Management
Washington
$5.23K – – –
LF
760
Lee Financial
Texas
$3.66K +$3.65K +35 New
C
761
Covestor
United Kingdom
$2K -$5.01K -48 -77%
TRCT
762
Tower Research Capital (TRC)
New York
$1K +$1.15K +11 New
SWG
763
Summit Wealth Group
Vermont
$1K +$5.75M +55,062 New
IGWM
764
ICA Group Wealth Management
Colorado
$846 – – –
RFA
765
Register Financial Advisors
Georgia
$209 +$209 +2 New
FC
766
Financial Council
Maryland
– -$16.3M -156,358 Closed
EC
767
Estate Counselors
Wisconsin
– -$16M -153,220 Closed
API
768
Advisor Partners II
California
– -$6.68M -64,041 Closed
FCT
769
First Community Trust
Iowa
– -$3.3M -31,635 Closed
PPWP
770
Proquility Private Wealth Partners
Nevada
– -$2.49M -23,896 Closed
CAAS
771
Capital Asset Advisory Services
Michigan
– -$1.32M -20,805 Closed
WC
772
Wealth CMT
New Jersey
– -$1.95M -18,716 Closed
Northern Trust
773
Northern Trust
Illinois
– -$1.76M -16,854 Closed
GFS
774
GYL Financial Synergies
Connecticut
– -$1.74M -16,711 Closed
VAS
775
Vestmark Advisory Solutions
Massachusetts
– -$1.47M -14,132 Closed