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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$11.1M +$2.29M +22,097 +26%
BOPW
102
Brandywine Oak Private Wealth
Pennsylvania
$10.9M +$4.38M +42,327 +68%
JPG
103
Jordan Park Group
California
$10.5M -$2.07K -20 -0%
WWM
104
Windsor Wealth Management
Indiana
$10.5M -$424K -4,094 -4%
NWM
105
NEIRG Wealth Management
Massachusetts
$10.1M +$2.31M +22,316 +30%
HSG
106
Helen Stephens Group
Texas
$9.9M -$425K -4,109 -4%
JWA
107
JFS Wealth Advisors
Pennsylvania
$9.6M +$7.74M +74,822 +434%
AWE
108
Avidian Wealth Enterprises
Texas
$9.51M -$554K -5,355 -6%
SP
109
Symmetry Partners
Connecticut
$9.41M +$647K +6,247 +7%
FCH
110
Freestone Capital Holdings
Washington
$9.32M +$226K +2,182 +3%
SWP
111
Stratos Wealth Partners
Ohio
$9.17M +$7.58M +73,190 +495%
KCM
112
Kathmere Capital Management
Pennsylvania
$9.17M -$719K -6,949 -7%
GBT
113
Grove Bank & Trust
Florida
$9.13M +$5.98M +57,802 +194%
HWA
114
Heartwood Wealth Advisors
Virginia
$9.13M -$2.79M -26,974 -24%
FLPIM
115
F.L. Putnam Investment Management
Massachusetts
$9.04M +$162K +1,568 +2%
UCFA
116
United Capital Financial Advisors
Texas
$9M +$1.92M +18,585 +27%
AA
117
Alesco Advisors
New York
$8.74M +$1.55M +15,006 +22%
WF
118
Williams Financial
Vermont
$8.6M +$2.6M +25,097 +44%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$8.6M -$16.9K -163 -0.2%
PI
120
Parkside Investments
Illinois
$8.39M
AGA
121
Arkos Global Advisors
Texas
$8.27M +$7.96M +76,883 +3,120%
CIP
122
Capital Insight Partners
Arizona
$8.18M +$734K +7,088 +10%
BCI
123
Brinker Capital Investments
Pennsylvania
$8.08M +$636K +6,144 +9%
IA
124
IFP Advisors
Florida
$8.07M +$1.61M +15,549 +25%
Corient Private Wealth
125
Corient Private Wealth
Florida
$8.01M +$7.95M +76,838 New