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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
801
Boreal Capital Management
Florida
$42.7K – – –
SC
802
SouthState Corp
Florida
$40.1K -$103K -963 -72%
LWCFA
803
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.9K – – –
BI
804
Binnacle Investments
Iowa
$38.9K – – –
BWAM
805
Boyd Watterson Asset Management
Ohio
$35.1K – – –
AF
806
Advisornet Financial
Minnesota
$34.5K -$17K -159 -33%
GWS
807
Greykasell Wealth Strategies
California
$29.9K – – –
FNWA
808
Financial Network Wealth Advisors
Utah
$25.7K +$214 +2 +0.8%
CPG
809
Cornerstone Planning Group
New Jersey
$23.4K +$17.7K +166 +307%
HIA
810
Harbor Investment Advisory
Maryland
$22.9K – – –
DAM
811
Delta Asset Management
Tennessee
$21.4K – – –
RA
812
Rise Advisors
New York
$20.1K +$214 +2 +1%
KHC
813
Koesten Hirschmann & Crabtree
Kansas
$20K -$6.94K -65 -26%
SHIM
814
Stone House Investment Management
Pennsylvania
$17.3K -$27.6K -258 -61%
BL
815
Balentine LLC
Georgia
$15.4K – – –
HIW
816
Holos Integrated Wealth
Pennsylvania
$12.6K – – –
RWS
817
Retirement Wealth Solutions
Wisconsin
$12.3K – – –
TFA
818
Transamerica Financial Advisors
Florida
$12.2K – – –
AAS
819
Ameritas Advisory Services
Nebraska
$12.2K -$102K -952 -89%
TIM
820
Tortoise Investment Management
New York
$10.7K – – –
VNA
821
Valley National Advisers
Pennsylvania
$9K – – –
IW
822
Imprint Wealth
South Carolina
$7.47K +$7.47K +70 New
National Bank of Canada
823
National Bank of Canada
Quebec, Canada
$7.15K +$7.15K +67 New
EWM
824
EPG Wealth Management
Georgia
$6.51K – – –
Q1WB
825
Quest 10 Wealth Builders
Virginia
$5.98K – – –