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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
101
Parasol Investment Management
Illinois
$212K
ACM
102
Aviance Capital Management
Florida
$210K +$211K +1,984 New
AI
103
Atria Investments
North Carolina
$206K +$207K +1,947 New
BCM
104
BTC Capital Management
Iowa
$200K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$191K -$265K -2,500 -58%
Deutsche Bank
106
Deutsche Bank
Germany
$171K
Creative Planning
107
Creative Planning
Kansas
$167K +$141K +1,327 +533%
AIP
108
Ameritas Investment Partners
Nebraska
$163K +$163K +1,540 New
GAM
109
Gemmer Asset Management
California
$79K
IFA
110
Interactive Financial Advisors
Illinois
$74K +$31.6K +298 +75%
AWM
111
Avior Wealth Management
Nebraska
$65K
AC
112
Alexandria Capital
Virginia
$58K
MBT
113
Monroe Bank & Trust
Michigan
$53K +$53.1K +500 New
W
114
Wealthfront
California
$52K +$52K +490 New
ACS
115
Archford Capital Strategies
Illinois
$51K
HNB
116
Huntington National Bank
Ohio
$45K
NES
117
New England Securities
New York
$37K
JIC
118
Joel Isaacson & Co
New York
$30K +$29.7K +280 New
TCM
119
TD Capital Management
Tennessee
$26K +$106 +1 +0.4%
PG
120
Patten Group
Tennessee
$26K +$26.5K +250 New
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$25K
BFEC
122
Benjamin F. Edwards & Company
Missouri
$25K
PIA
123
Peachtree Investment Advisors
Georgia
$25K
BPBT
124
Boston Private Bank & Trust
Massachusetts
$25K +$24.9K +235 New
AWM
125
AllSquare Wealth Management
New York
$20K +$19.6K +185 New