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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
101
Transform Wealth
Colorado
$835K -$52.7K -500 -6%
Creative Planning
102
Creative Planning
Kansas
$815K -$905K -8,581 -52%
IA
103
IFP Advisors
Florida
$777K +$3.06K +29 +0.4%
BWA
104
BDO Wealth Advisors
Florida
$766K +$316K +3,000 +70%
DC
105
Davenport & Co
Virginia
$741K
MCTIC
106
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$734K
AG
107
Advisor Group
Arizona
$723K +$96K +910 +15%
LNC
108
Lincoln National Corp
Pennsylvania
$670K +$343K +3,253 +104%
AWS
109
AJ Wealth Strategies
New York
$659K -$1.1M -10,416 -62%
SCG
110
Sonata Capital Group
Washington
$655K -$66.4K -630 -9%
SC
111
Slow Capital
California
$646K +$650K +6,162 New
FC
112
FCA Corp
Texas
$633K -$13.7K -130 -2%
CS
113
Comerica Securities
Michigan
$633K +$316 +3 +0%
BCM
114
BTC Capital Management
Iowa
$622K -$73K -692 -10%
RBCM
115
Raub Brock Capital Management
California
$603K +$606K +5,750 New
RW
116
Rand Wealth
Maryland
$580K
Truist Financial
117
Truist Financial
North Carolina
$569K +$79.8K +757 +16%
WPC
118
White Pine Capital
Minnesota
$566K -$212K -2,015 -27%
AFC
119
AFT Forsyth & Company
Florida
$566K +$569K +5,395 New
RJA
120
Raymond James & Associates
Florida
$556K +$44.1K +418 +9%
JWS
121
Juncture Wealth Strategies
Arizona
$554K +$130K +1,237 +31%
PTC
122
Private Trust Company
Ohio
$551K
RCAG
123
Rehmann Capital Advisory Group
Michigan
$547K +$109K +1,033 +25%
FFA
124
Fragasso Financial Advisors
Pennsylvania
$513K -$1.78M -16,839 -77%
FTS
125
Fifth Third Securities
Ohio
$513K -$136K -1,286 -21%