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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
101
Orion Portfolio Solutions
Nebraska
$3.49M -$434K -4,011 -11%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$3.36M +$552K +5,102 +20%
MAS
103
Managed Account Services
Florida
$3.32M +$452K +4,180 +16%
KC
104
Kingfisher Capital
North Carolina
$3.18M +$3.18M +29,404 New
DWM
105
Dakota Wealth Management
Florida
$3.12M -$212K -1,959 -6%
GBT
106
Grove Bank & Trust
Florida
$3.1M +$1.33M +12,270 +75%
JSA
107
Jacobson & Schmitt Advisors
Wisconsin
$3.06M +$396K +3,659 +15%
PI
108
PFS Investments
Georgia
$3.05M +$633K +5,859 +26%
BFA
109
Beaumont Financial Advisors
Massachusetts
$3.04M -$21.1K -195 -0.7%
WCM
110
Wunderlich Capital Managemnt
Tennessee
$3.02M +$278K +2,575 +10%
CIP
111
Capital Insight Partners
Arizona
$3.02M +$427K +3,945 +16%
PA
112
Probity Advisors
Texas
$2.99M +$443K +4,097 +17%
PPP
113
Private Portfolio Partners
New Jersey
$2.96M +$868K +8,025 +42%
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$2.9M +$1.08M +10,025 +60%
DC
115
Davenport & Co
Virginia
$2.78M +$150K +1,387 +6%
CM
116
Columbus Macro
Pennsylvania
$2.74M -$122K -1,127 -4%
CCG
117
Cypress Capital Group
Florida
$2.74M +$498K +4,602 +22%
SW
118
SteelPeak Wealth
California
$2.7M +$411K +3,806 +18%
APP
119
Avantax Planning Partners
Iowa
$2.7M +$128K +1,184 +5%
WAG
120
Winthrop Advisory Group
Massachusetts
$2.64M +$17.8K +165 +0.7%
AA
121
Alesco Advisors
New York
$2.6M +$681K +6,295 +35%
OFG
122
Omega Financial Group
California
$2.57M +$125K +1,157 +5%
AAM
123
Autus Asset Management
Arizona
$2.53M +$83.2K +770 +3%
WP
124
WealthSource Partners
California
$2.48M +$78.3K +724 +3%
UCFA
125
United Capital Financial Advisors
Texas
$2.46M -$4.46M -41,236 -64%