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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$14.4M -$563K -5,331 -4%
EWA
77
EP Wealth Advisors
California
$14.3M +$6.52M +61,724 +85%
PCIA
78
Prime Capital Investment Advisors
Kansas
$14.3M +$2.99M +28,312 +27%
MML Investors Services
79
MML Investors Services
Massachusetts
$14.2M +$1.08M +10,233 +8%
COLIM
80
City of London Investment Management
United Kingdom
$13.9M +$13.8M +130,304 New
BWM
81
Brown Wealth Management
Illinois
$13.4M -$3.48M -32,932 -21%
SC
82
Slow Capital
California
$13.4M -$4.78M -45,251 -26%
AWC
83
Abundance Wealth Counselors
Pennsylvania
$13.1M -$40.4K -382 -0.3%
DWM
84
Dakota Wealth Management
Florida
$12.4M -$254K -2,407 -2%
SSWM
85
Sheets Smith Wealth Management
North Carolina
$12.3M -$449K -4,253 -4%
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$12.2M -$246K -2,325 -2%
TCM
87
TD Capital Management
Tennessee
$12.1M +$757K +7,170 +7%
OHIS
88
Oak Harvest Investment Services
Texas
$11.6M +$888K +8,404 +8%
GBT
89
Grove Bank & Trust
Florida
$11.4M -$212K -2,011 -2%
MFIM
90
Mesirow Financial Investment Management
Illinois
$11.4M +$179K +1,695 +2%
Corient Private Wealth
91
Corient Private Wealth
Florida
$10.9M +$784K +7,418 +8%
CCB
92
Country Club Bank
Missouri
$10.9M +$909K +8,602 +9%
PAG
93
Private Advisor Group
New Jersey
$10.5M +$1.36M +12,836 +15%
HWA
94
Heartwood Wealth Advisors
Virginia
$10.4M -$107K -1,013 -1%
WANY
95
Wealthspire Advisors (New York)
New York
$10.4M +$3.51M +33,220 +51%
AW
96
Alaethes Wealth
Nevada
$10.3M
PAS
97
Park Avenue Securities
New York
$10.1M -$2.22M -21,042 -18%
IAN
98
Integrated Advisors Network
Texas
$10M +$3.12M +29,544 +46%
PIFP
99
Partners in Financial Planning
Virginia
$9.72M +$758K +7,178 +9%
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$9.57M +$3.09M +29,284 +48%