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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LEA
76
Legacy Edge Advisors
New York
$13.6M +$1.56M +14,867 +13%
CAN
77
Cetera Advisor Networks
California
$13.5M +$1.06M +10,130 +9%
BWM
78
Brown Wealth Management
Illinois
$13.1M +$776K +7,393 +6%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$12.5M +$4.05M +38,600 +48%
MWM
80
Modera Wealth Management
New Jersey
$12.5M +$13K +124 +0.1%
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$11.9M +$10.6M +100,744 +755%
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$11.9M +$588K +5,598 +5%
FCH
83
Freestone Capital Holdings
Washington
$11.5M +$536K +5,102 +5%
TCM
84
TD Capital Management
Tennessee
$11.3M +$413K +3,936 +4%
DWM
85
Dakota Wealth Management
Florida
$11.1M +$3.93M +37,457 +54%
MFIM
86
Mesirow Financial Investment Management
Illinois
$10.8M -$1.6M -15,250 -13%
KPWS
87
Kestra Private Wealth Services
Texas
$10.7M +$1.64M +15,624 +18%
MWP
88
Meridian Wealth Partners
Pennsylvania
$10.6M -$4.14M -39,426 -28%
IAN
89
Integrated Advisors Network
Texas
$10.5M +$371K +3,532 +4%
GBT
90
Grove Bank & Trust
Florida
$10.5M +$968K +9,220 +10%
SFA
91
Sequoia Financial Advisors
Ohio
$10.4M +$106K +1,010 +1%
AIA
92
Alera Investment Advisors
Illinois
$10.3M -$609K -5,799 -6%
PCIA
93
Prime Capital Investment Advisors
Kansas
$10.3M -$193K -1,841 -2%
MW
94
MBL Wealth
North Carolina
$10.2M -$740K -7,047 -7%
PAS
95
Park Avenue Securities
New York
$10.2M -$249K -2,376 -2%
BC
96
Brio Consultants
California
$9.87M +$474K +4,512 +5%
MBFW
97
Morton Brown Family Wealth
Pennsylvania
$9.73M +$995K +9,473 +11%
APP
98
Avantax Planning Partners
Iowa
$9.53M -$1.14M -10,836 -11%
B
99
Bailard
California
$9.46M -$4.3M -40,986 -31%
HWA
100
Heartwood Wealth Advisors
Virginia
$9.37M -$3.77M -35,923 -29%