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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$555K
RCAG
102
Rehmann Capital Advisory Group
Michigan
$532K +$13.5K +128 +3%
HighTower Advisors
103
HighTower Advisors
Illinois
$529K -$430K -4,079 -45%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$528K
JWS
105
Juncture Wealth Strategies
Arizona
$522K -$137K -1,302 -21%
PWM
106
Perigon Wealth Management
California
$501K +$60.6K +575 +14%
Truist Financial
107
Truist Financial
North Carolina
$494K
AG
108
Advisor Group
Arizona
$490K +$7.27K +69 +2%
TFF
109
The Family Firm
Maryland
$489K +$738 +7 +0.2%
First Trust Advisors
110
First Trust Advisors
Illinois
$483K -$94.5K -897 -16%
LWM
111
LBA Wealth Management
Florida
$478K -$15.8K -150 -3%
CL
112
CPWM LLC
Washington
$472K +$738 +7 +0.2%
HPWM
113
Highland Private Wealth Management
Washington
$469K +$52.7K +500 +13%
BCM
114
BTC Capital Management
Iowa
$468K +$468K +4,438 New
BSB
115
Bangor Savings Bank
Maine
$452K
VCM
116
Vigilant Capital Management
Maine
$433K
OAM
117
Occidental Asset Management
California
$425K
HH
118
Hilltop Holdings
Texas
$422K
CWM
119
Concert Wealth Management
California
$402K -$21.5K -204 -5%
CISOA
120
Capital Investment Services of America
Wisconsin
$396K
Bessemer Group
121
Bessemer Group
New Jersey
$379K
EFSCE
122
Enterprise Financial Services Corp (EFSC)
Missouri
$356K
CASB
123
Cape Ann Savings Bank
Massachusetts
$342K
HTC
124
Haverford Trust Company
Pennsylvania
$340K +$41.4K +393 +14%
BCM
125
Boltwood Capital Management
California
$337K +$68K +645 +25%