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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Accel Wealth Management
Iowa
$209K +$209K +1,962 New
ZAM
827
Zevin Asset Management
Massachusetts
$209K – – –
FHB
828
First Hawaiian Bank
Hawaii
$206K – – –
PP
829
Paladin Partners
Wisconsin
$206K – – –
UFA
830
Uptown Financial Advisors
Texas
$206K – – –
OFW
831
Omnia Family Wealth
Florida
$205K -$50.6K -475 -20%
GWM
832
Geneos Wealth Management
Colorado
$203K – – –
Northern Trust
833
Northern Trust
Illinois
$202K -$685K -6,440 -77%
FIB
834
First Interstate Bank
Montana
$202K – – –
JWM
835
Jessup Wealth Management
Ohio
$201K – – –
AIA
836
AssuredPartners Investment Advisors
Florida
$200K – – –
BA
837
Blueline Advisors
New Hampshire
$192K +$20.8K +195 +12%
DIP
838
DT Investment Partners
Pennsylvania
$159K +$77.2K +725 +94%
GEA
839
Glen Eagle Advisors
New Jersey
$152K – – –
IBOK
840
Independence Bank of Kentucky
Kentucky
$145K – – –
PTC
841
Private Trust Company
Ohio
$144K – – –
OSAM
842
O'Shaughnessy Asset Management
Connecticut
$140K -$95.4K -896 -41%
AEPWM
843
Atlantic Edge Private Wealth Management
Florida
$138K – – –
IF
844
Integrity Financial
Wyoming
$133K – – –
CFM
845
Compass Financial Management
Florida
$126K +$125K +1,179 New
OC
846
Oakworth Capital
Alabama
$118K +$118K +1,113 New
CFM
847
Cornerstone Financial Management
Massachusetts
$116K -$41.8K -393 -27%
RF
848
Robinswood Financial
Washington
$116K – – –
CFB
849
Cullen/Frost Bankers
Texas
$116K -$173K -1,629 -60%
NAC
850
NI Acquisitions Company
Pennsylvania
$106K +$106K +999 New