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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
851
Boyd Watterson Asset Management
Ohio
$35K – – –
SC
852
SouthState Corp
Florida
$34.2K – – –
GWS
853
Greykasell Wealth Strategies
California
$31.3K – – –
HFS
854
Hantz Financial Services
Michigan
$31K +$28.6K +267 +1,027%
CPG
855
Cornerstone Planning Group
New Jersey
$28K +$6.32K +59 +29%
AF
856
Advisornet Financial
Minnesota
$27.3K – – –
LAMC
857
Longview Asset Management (California)
California
$26.6K -$274K -2,561 -91%
BBHC
858
Brown Brothers Harriman & Co
New York
$24.9K – – –
VNA
859
Valley National Advisers
Pennsylvania
$24K +$15.1K +141 +166%
FNWA
860
Financial Network Wealth Advisors
Utah
$23.2K -$2.68K -25 -10%
GWSA
861
Global Wealth Strategies & Associates
Colorado
$22.8K +$22.9K +214 New
FFP
862
Frisco Financial Planning
Texas
$22.4K +$22.5K +210 New
CT
863
Caldwell Trust
Florida
$21.4K – – –
DAM
864
Delta Asset Management
Tennessee
$21.3K – – –
KFG
865
Kingdom Financial Group
Arizona
$20.2K – – –
LAS
866
Lloyd Advisory Services
Georgia
$20.2K +$20.2K +189 New
AF
867
Abound Financial
California
$15.6K -$12.6K -118 -45%
MWM
868
Mascoma Wealth Management
New Hampshire
$15.4K -$17.6K -164 -53%
BL
869
Balentine LLC
Georgia
$15.3K – – –
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.2K -$187K -1,750 -93%
Vanguard Advisers Inc
871
Vanguard Advisers Inc
Pennsylvania
$13.7K +$13.8K +129 New
HIW
872
Holos Integrated Wealth
Pennsylvania
$12.6K – – –
RWS
873
Retirement Wealth Solutions
Wisconsin
$12.5K +$107 +1 +0.9%
TFA
874
Transamerica Financial Advisors
Florida
$12.2K – – –
JGCM
875
Joseph Group Capital Management
Ohio
$10.3K +$10.4K +97 New