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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
776
Lodestone Wealth Management
Washington
$255K
SFS
777
Sowell Financial Services
Arkansas
$254K -$10.9K -102 -4%
WTC
778
WhitTier Trust Company
Nevada
$254K
RSWM
779
Robertson Stephens Wealth Management
California
$253K
JBW
780
Journey Beyond Wealth
Georgia
$252K +$252K +2,367 New
NA
781
Nautilus Advisors
California
$252K
EFG
782
Embree Financial Group
Illinois
$251K +$1.6K +15 +0.6%
SPI
783
Sutton Place Investors
New York
$251K
MWM
784
Mission Wealth Management
California
$250K
RWM
785
Rialto Wealth Management
New York
$249K
SL
786
Sentinus LLC
Illinois
$248K +$248K +2,326 New
SJGA
787
Stephen J. Garry & Associates
New York
$247K -$16K -150 -6%
GAA
788
Guardian Asset Advisors
Pennsylvania
$246K -$146K -1,372 -37%
BWM
789
BCS Wealth Management
Tennessee
$244K
APIM
790
Agate Pass Investment Management
Washington
$242K +$242K +2,272 New
MW
791
Maia Wealth
Colorado
$239K -$50K -470 -17%
FCT
792
First Community Trust
Iowa
$238K
WAS
793
Wealth Advisory Solutions
Indiana
$237K
C
794
Croban
Ohio
$234K
WIM
795
Westside Investment Management
California
$231K
AG
796
AmeriFlex Group
Nevada
$231K +$231K +2,166 New
GAM
797
Gemmer Asset Management
California
$228K +$1.49K +14 +0.7%
CSIA
798
Conrad Siegel Investment Advisors
Pennsylvania
$228K +$1.06K +10 +0.5%
KP
799
Keel Point
Alabama
$227K +$8.52K +80 +4%
HCA
800
Harbour Capital Advisors
Virginia
$225K +$225K +2,118 New