We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
876
Belpointe Asset Management
Nevada
– -$376K -3,558 Closed
FCA
877
Fortis Capital Advisors
Kansas
– -$376K -3,558 Closed
PA
878
PFG Advisors
Arizona
– -$363K -3,440 Closed
FCI
879
Financial Counselors Inc
Kansas
– -$361K -3,421 Closed
EWA
880
ERTS Wealth Advisors
Michigan
– -$337K -3,188 Closed
PWP
881
PrairieView Wealth Partners
Illinois
– -$306K -2,902 Closed
WA
882
Wealthstream Advisors
New York
– -$305K -2,887 Closed
RB
883
Renasant Bank
Mississippi
– -$296K -2,805 Closed
AWP
884
Axis Wealth Partners
Rhode Island
– -$296K -2,800 Closed
MAM
885
McLean Asset Management
Virginia
– -$290K -2,766 Closed
WCF
886
West Coast Financial
California
– -$291K -2,760 Closed
SA
887
Sovran Advisors
California
– -$285K -2,713 Closed
SPFA
888
Summit Place Financial Advisors
New Jersey
– -$281K -2,660 Closed
AIM
889
Advyzon Investment Management
Illinois
– -$270K -2,554 Closed
ODIJL
890
One Day In July LLC
Vermont
– -$259K -2,457 Closed
MPW
891
Magnolia Private Wealth
Pennsylvania
– -$255K -2,418 Closed
CA
892
Calton & Associates
Florida
– -$238K -2,251 Closed
NP
893
NorthRock Partners
Minnesota
– -$233K -2,210 Closed
WT
894
Washington Trust
Rhode Island
– -$228K -2,163 Closed
WG
895
Wealth Group
North Carolina
– -$225K -2,135 Closed
AC
896
ASB Consultores
Florida
– -$220K -2,082 Closed
T
897
Tableaux
Massachusetts
– -$220K -2,080 Closed
DWM
898
Dopkins Wealth Management
New York
– -$212K -2,011 Closed
CWP
899
Cyndeo Wealth Partners
Florida
– -$204K -1,933 Closed
NWM
900
Northwest Wealth Management
Iowa
– -$202K -1,917 Closed
33 34 35
36
37