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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
776
Tortoise Investment Management
New York
$10.5K – – –
NP
777
NorthRock Partners
Minnesota
$10.1K +$9.99K +96 New
FSWA
778
Financial Synergies Wealth Advisors
Texas
$9.46K -$728 -7 -7%
OLVIG
779
Oliver Lagore Vanvalin Investment Group
Michigan
$8.43K -$10.9K -105 -57%
DJSG
780
D.J. St. Germain
Massachusetts
$8.43K – – –
TFA
781
Toth Financial Advisory
Virginia
$8.22K – – –
AFS
782
Annapolis Financial Services
Maryland
$7.8K +$7.7K +74 New
PWMG
783
Provence Wealth Management Group
California
$7.59K – – –
PCM
784
Penserra Capital Management
California
$7K +$7.28K +70 New
HIA
785
Harbor Investment Advisory
Maryland
$5.59K – – –
VCM
786
Viewpoint Capital Management
Washington
$5.27K – – –
BTI
787
Blue Trust Inc
Georgia
$5K +$5.3K +51 New
LF
788
Lee Financial
Texas
$3.69K – – –
CAS
789
Coppell Advisory Solutions
Texas
$3.58K +$2.81K +27 +386%
ODG
790
O'Dell Group
Ohio
$2.95K +$2.91K +28 New
AF
791
Advisornet Financial
Minnesota
$1.08K -$104 -1 -9%
C
792
Covestor
United Kingdom
$1K -$1.66K -16 -55%
IGWM
793
ICA Group Wealth Management
Colorado
$865 +$832 +8 New
AWM
794
Activest Wealth Management
Florida
$429 – – –
RBCM
795
Raub Brock Capital Management
California
– -$30M -291,345 Closed
BA
796
Bridgewater Advisors
New York
– -$9.54M -92,740 Closed
1CP
797
1607 Capital Partners
Virginia
– -$7.56M -73,500 Closed
KCM
798
Kathmere Capital Management
Pennsylvania
– -$6.27M -60,994 Closed
RC
799
Roundview Capital
New Jersey
– -$3.85M -37,468 Closed
Susquehanna International Group
800
Susquehanna International Group
Pennsylvania
– -$3.3M -32,045 Closed