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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cahaba Wealth Management
Georgia
$8.77M +$7.87M +74,340 +724%
PCA
77
Pallas Capital Advisors
Massachusetts
$8.74M +$8.93M +84,396 New
HSG
78
Helen Stephens Group
Texas
$8.4M +$8.5M +80,314 New
AA
79
Alesco Advisors
New York
$8.27M +$1.37M +12,900 +20%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$8.23M -$353K -3,340 -4%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$8.2M +$249K +2,350 +3%
WJA
82
Willis Johnson & Associates
Texas
$7.87M +$423K +4,000 +6%
BFG
83
Baron Financial Group
New Jersey
$7.8M +$301K +2,845 +4%
DPI
84
Diversified Portfolios Inc
Michigan
$7.68M +$7.77M +73,395 New
PWLP
85
Prio Wealth Limited Partnership
Massachusetts
$7.45M -$1.79M -16,961 -19%
BlackRock
86
BlackRock
New York
$7.38M -$134M -1,268,832 -95%
GSIS
87
Global Strategic Investment Solutions
Arizona
$7.3M +$7.06M +66,701 +2,153%
SIA
88
Soltis Investment Advisors
Utah
$7.26M -$689K -6,507 -9%
TCBWMS
89
Texas Capital Bank Wealth Management Services
Texas
$7.14M -$55.1M -520,809 -88%
BFA
90
Bragg Financial Advisors
North Carolina
$7.13M -$1.38M -13,010 -16%
Creative Planning
91
Creative Planning
Kansas
$6.89M -$1.2M -11,358 -15%
FPAS
92
Focus Partners Advisor Solutions
Missouri
$6.64M +$6.72M +63,522 New
SWM
93
Spire Wealth Management
Virginia
$6.63M -$208K -1,968 -3%
PP
94
PDS Planning
Ohio
$6.63M +$1.79M +16,929 +36%
SPP
95
Single Point Partners
Massachusetts
$6.6M +$912K +8,616 +16%
APA
96
American Portfolios Advisors
New York
$6.35M +$2.85M +26,964 +80%
NL
97
Navalign LLC
California
$6.32M +$6.45M +60,959 New
RWB
98
RMR Wealth Builders
New Jersey
$6.28M +$5.45M +51,504 +602%
ASN
99
Advisory Services Network
Georgia
$6.26M +$202K +1,908 +3%
Prudential Financial
100
Prudential Financial
New Jersey
$6.07M -$267K -2,523 -4%