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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PP
76
PDS Planning
Ohio
$2.67M +$67.4K +635 +3%
WCM
77
Wunderlich Capital Managemnt
Tennessee
$2.6M +$214K +2,019 +9%
AWS
78
AJ Wealth Strategies
New York
$2.58M +$424K +3,997 +20%
LPWM
79
Lake Point Wealth Management
Texas
$2.56M
PA
80
Probity Advisors
Texas
$2.45M +$6.47K +61 +0.3%
PFM
81
Phillips Financial Management
Indiana
$2.43M -$441K -4,159 -15%
CWM
82
Cahaba Wealth Management
Georgia
$2.37M -$243K -2,294 -9%
AIA
83
Alera Investment Advisors
Illinois
$2.23M -$2.02K -19 -0.1%
HighTower Advisors
84
HighTower Advisors
Illinois
$2.23M +$360K +3,391 +19%
NFG
85
Next Financial Group
Texas
$2.16M +$2.03M +19,150 +1,738%
NWM
86
Northwest Wealth Management
Iowa
$2.12M
BSW
87
Buckingham Strategic Wealth
Missouri
$2.11M -$428K -4,031 -17%
AG
88
Advisor Group
Arizona
$2.09M +$230K +2,170 +12%
IWM
89
IHT Wealth Management
Illinois
$2.03M -$57.4K -541 -3%
IWMA
90
Ironwood Wealth Management (Arizona)
Arizona
$2M -$583K -5,493 -23%
PWP
91
Personal Wealth Partners
Minnesota
$1.97M
LWS
92
Lucia Wealth Services
California
$1.91M -$983K -9,269 -34%
DC
93
Davenport & Co
Virginia
$1.91M +$141K +1,325 +8%
FCIM
94
Fairview Capital Investment Management
California
$1.91M
AA
95
Alesco Advisors
New York
$1.9M -$90.5K -853 -5%
FI
96
FormulaFolio Investments
Michigan
$1.81M +$273K +2,570 +18%
HNB
97
Huntington National Bank
Ohio
$1.81M
SBL
98
Sargent Bickham Lagudis
Colorado
$1.8M +$328K +3,090 +22%
QCG
99
Quadrant Capital Group
Ohio
$1.77M +$1.77M +16,666 New
WAG
100
Winthrop Advisory Group
Massachusetts
$1.77M +$129K +1,217 +8%