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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
776
Wealth Dimensions Group
Ohio
$217K
FA
777
Fiduciary Alliance
South Carolina
$216K +$216K +2,028 New
NFC
778
Northstar Financial Companies
Pennsylvania
$215K +$215K +2,014 New
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$213K
SMA
780
Sage Mountain Advisors
Georgia
$213K
GFG
781
Goldstone Financial Group
Illinois
$213K
KP
782
Keel Point
Alabama
$213K
CM
783
Columbus Macro
Pennsylvania
$213K +$10.2K +96 +5%
FCBT
784
First Citizens Bank & Trust
North Carolina
$210K
HPA
785
High Probability Advisors
New York
$210K +$2.24K +21 +1%
WTB
786
Washington Trust Bank
Washington
$208K -$99.4K -933 -32%
CAG
787
Curtis Advisory Group
California
$208K +$959 +9 +0.5%
FWMP
788
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K
FHB
789
First Hawaiian Bank
Hawaii
$206K
UFA
790
Uptown Financial Advisors
Texas
$206K
PP
791
Paladin Partners
Wisconsin
$206K +$206K +1,935 New
IF
792
Integrity Financial
Wyoming
$205K +$72.5K +680 +55%
LWPC
793
Legacy Wealth Partners (Colorado)
Colorado
$204K +$204K +1,916 New
GWM
794
Geneos Wealth Management
Colorado
$203K
FIB
795
First Interstate Bank
Montana
$202K
JWM
796
Jessup Wealth Management
Ohio
$201K -$240K -2,248 -54%
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K
JFG
798
Jefferies Financial Group
New York
$201K +$200K +1,880 New
SRB
799
Shotwell Rutter Baer
Michigan
$200K +$200K +1,873 New
PW
800
Pandora Wealth
Illinois
$192K