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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZAM
801
Zevin Asset Management
Massachusetts
$209K -$490K -4,579 -70%
CAG
802
Curtis Advisory Group
California
$209K +$856 +8 +0.4%
FWMP
803
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K – – –
FA
804
Fiduciary Alliance
South Carolina
$207K -$8.78K -82 -4%
FHB
805
First Hawaiian Bank
Hawaii
$206K – – –
PP
806
Paladin Partners
Wisconsin
$206K – – –
UFA
807
Uptown Financial Advisors
Texas
$206K – – –
BIA
808
Bigelow Investment Advisors
Maine
$206K +$207K +1,931 New
CA
809
Calton & Associates
Florida
$205K -$48.3K -451 -19%
BFC
810
Bedel Financial Consulting
Indiana
$205K +$206K +1,925 New
GWM
811
Geneos Wealth Management
Colorado
$203K – – –
FIB
812
First Interstate Bank
Montana
$202K – – –
JWM
813
Jessup Wealth Management
Ohio
$201K – – –
AIA
814
AssuredPartners Investment Advisors
Florida
$200K +$201K +1,882 New
SIS
815
Strategic Investment Solutions
Illinois
$181K +$856 +8 +0.5%
BA
816
Blueline Advisors
New Hampshire
$171K +$172K +1,604 New
ANBT
817
American National Bank & Trust
Texas
$169K -$562K -5,250 -77%
MWPCG
818
Measured Wealth Private Client Group
New Hampshire
$168K – – –
CFM
819
Cornerstone Financial Management
Massachusetts
$158K – – –
GEA
820
Glen Eagle Advisors
New Jersey
$152K – – –
IBOK
821
Independence Bank of Kentucky
Kentucky
$145K – – –
PTC
822
Private Trust Company
Ohio
$145K -$292K -2,724 -67%
AEPWM
823
Atlantic Edge Private Wealth Management
Florida
$138K – – –
IF
824
Integrity Financial
Wyoming
$133K -$72.8K -680 -35%
RF
825
Robinswood Financial
Washington
$116K – – –