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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCS
776
R2 Capital Strategies
Nebraska
$262K +$262K +2,460 New
CAL
777
Capital Advisors Ltd
Ohio
$261K – – –
ALA
778
Atlas Legacy Advisors
California
$260K -$4.26K -40 -2%
WCFP
779
White & Co Financial Planning
Washington
$256K +$2.34K +22 +0.9%
HWMG
780
Hurlow Wealth Management Group
Indiana
$256K -$86.9K -816 -25%
TBA
781
Tower Bridge Advisors
Pennsylvania
$256K +$255K +2,400 New
LWM
782
Lodestone Wealth Management
Washington
$255K – – –
SFS
783
Sowell Financial Services
Arkansas
$254K -$10.9K -102 -4%
WTC
784
WhitTier Trust Company
Nevada
$254K – – –
RSWM
785
Robertson Stephens Wealth Management
California
$253K – – –
JBW
786
Journey Beyond Wealth
Georgia
$252K +$252K +2,367 New
NA
787
Nautilus Advisors
California
$252K – – –
EFG
788
Embree Financial Group
Illinois
$251K +$1.6K +15 +0.6%
SPI
789
Sutton Place Investors
New York
$251K – – –
MWM
790
Mission Wealth Management
California
$250K – – –
RWM
791
Rialto Wealth Management
New York
$249K – – –
SL
792
Sentinus LLC
Illinois
$248K +$248K +2,326 New
SJGA
793
Stephen J. Garry & Associates
New York
$247K -$16K -150 -6%
GAA
794
Guardian Asset Advisors
Pennsylvania
$246K -$146K -1,372 -37%
BWM
795
BCS Wealth Management
Tennessee
$244K – – –
APIM
796
Agate Pass Investment Management
Washington
$242K +$242K +2,272 New
MW
797
Maia Wealth
Colorado
$239K -$50K -470 -17%
FCT
798
First Community Trust
Iowa
$238K – – –
WAS
799
Wealth Advisory Solutions
Indiana
$237K – – –
C
800
Croban
Ohio
$234K – – –