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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
Brown Wealth Management
Illinois
$13.7M +$591K +5,658 +5%
HCM
77
Horiko Capital Management
New York
$13.6M
LEA
78
Legacy Edge Advisors
New York
$13M -$580K -5,547 -4%
FLPIM
79
F.L. Putnam Investment Management
Massachusetts
$12.7M +$822K +7,867 +7%
TCM
80
TD Capital Management
Tennessee
$12.1M +$798K +7,638 +7%
ACA
81
Ackerman Capital Advisors
Texas
$11.8M -$3.72M -35,602 -24%
PAS
82
Park Avenue Securities
New York
$11.3M +$1.17M +11,223 +12%
CIBC Private Wealth Group
83
CIBC Private Wealth Group
Georgia
$11.2M -$698K -6,685 -6%
GBT
84
Grove Bank & Trust
Florida
$10.9M +$408K +3,906 +4%
SFA
85
Sequoia Financial Advisors
Ohio
$10.8M +$434K +4,154 +4%
KPWS
86
Kestra Private Wealth Services
Texas
$10.7M +$67K +641 +0.6%
DWM
87
Dakota Wealth Management
Florida
$10.7M -$434K -4,154 -4%
SP
88
Symmetry Partners
Connecticut
$10.7M +$2.95M +28,252 +38%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$10.4M +$2.26M +21,630 +28%
BC
90
Brio Consultants
California
$10.3M +$442K +4,232 +4%
MFIM
91
Mesirow Financial Investment Management
Illinois
$10.3M -$484K -4,630 -5%
IAN
92
Integrated Advisors Network
Texas
$10.2M -$261K -2,497 -2%
B
93
Bailard
California
$9.99M +$545K +5,219 +6%
PCIA
94
Prime Capital Investment Advisors
Kansas
$9.82M -$442K -4,226 -4%
MW
95
MBL Wealth
North Carolina
$9.81M -$381K -3,650 -4%
MWP
96
Meridian Wealth Partners
Pennsylvania
$9.66M -$899K -8,605 -9%
HWA
97
Heartwood Wealth Advisors
Virginia
$9.52M +$174K +1,662 +2%
IWC
98
Integrated Wealth Concepts
Massachusetts
$9.43M +$1.95M +18,675 +26%
APP
99
Avantax Planning Partners
Iowa
$8.94M -$573K -5,480 -6%
WCM
100
Windham Capital Management
Massachusetts
$8.74M -$125K -1,201 -1%