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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$8.81M -$713K -6,878 -7%
PIFP
102
Partners in Financial Planning
Virginia
$8.77M +$621K +5,986 +8%
UCFA
103
United Capital Financial Advisors
Texas
$8.54M +$364K +3,509 +4%
Corient Private Wealth
104
Corient Private Wealth
Florida
$8.37M +$1.59M +15,370 +23%
TC
105
TownSquare Capital
Utah
$8.24M +$188K +1,809 +2%
JPG
106
Jordan Park Group
California
$8.22M +$385K +3,711 +5%
WJA
107
Willis Johnson & Associates
Texas
$8.19M +$688K +6,629 +9%
HSG
108
Helen Stephens Group
Texas
$8.03M -$1.2M -11,594 -13%
PP
109
PDS Planning
Ohio
$7.98M +$175K +1,685 +2%
ASN
110
Advisory Services Network
Georgia
$7.97M +$591K +5,703 +8%
M&T Bank
111
M&T Bank
New York
$7.85M -$3.32M -32,022 -30%
MBFW
112
Morton Brown Family Wealth
Pennsylvania
$7.66M +$219K +2,110 +3%
BWM
113
Brown Wealth Management
Illinois
$7.6M -$743K -7,166 -9%
1CP
114
1607 Capital Partners
Virginia
$7.56M -$1.03M -9,900 -12%
PI
115
Parkside Investments
Illinois
$7.2M
CFP
116
Catalyst Financial Partners
Massachusetts
$7.11M +$596K +5,748 +9%
LFS
117
Lutz Financial Services
Nebraska
$7.09M -$3.93M -37,883 -35%
IWC
118
Integrated Wealth Concepts
Massachusetts
$7.03M +$2.5M +24,113 +55%
DWM
119
Dakota Wealth Management
Florida
$7.01M +$78.2K +754 +1%
OCG
120
Opus Capital Group
Ohio
$7M +$447K +4,307 +7%
SAG
121
SageView Advisory Group
California
$6.98M -$287K -2,767 -4%
NAS
122
Nicolet Advisory Services
Wisconsin
$6.9M -$675K -6,508 -9%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$6.87M -$286K -2,762 -4%
BSWA
124
Bromfield Sneider Wealth Advisors
Massachusetts
$6.83M +$1.78M +17,199 +35%
CG
125
Colony Group
Massachusetts
$6.68M -$2.1M -20,230 -24%