We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$1.12M +$572K +5,395 +106%
AssetMark Inc
127
AssetMark Inc
California
$1.11M -$133K -1,252 -11%
WWM
128
Windsor Wealth Management
Indiana
$1.1M
ASN
129
Advisory Services Network
Georgia
$1.09M -$14.9K -140 -1%
GBT
130
Grove Bank & Trust
Florida
$1.09M
CS
131
Comerica Securities
Michigan
$1.08M -$91K -858 -8%
JCM
132
Jacobsen Capital Management
Utah
$1.05M +$1.05M +9,904 New
NA
133
NewEdge Advisors
Louisiana
$1.01M -$33.9K -320 -3%
WLIM
134
White Lighthouse Investment Management
Massachusetts
$1.01M
Truist Financial
135
Truist Financial
North Carolina
$1M +$282K +2,656 +39%
KL
136
KWMG LLC
Kansas
$980K -$38.6K -364 -4%
BWP
137
Bernardo Wealth Planning
Pennsylvania
$967K +$36.3K +342 +4%
RA
138
Riversedge Advisors
Delaware
$964K +$955K +9,006 New
IWP
139
Icon Wealth Partners
Texas
$959K +$434K +4,094 +83%
NGA
140
Naples Global Advisors
Florida
$922K +$13.8K +130 +2%
HS
141
Horan Securities
United States
$915K -$135K -1,277 -13%
LPT
142
Legacy Private Trust
Wisconsin
$896K -$977K -9,210 -52%
RJT
143
Raymond James Trust
Florida
$886K +$400K +3,775 +83%
AC
144
Alexandria Capital
Virginia
$875K
GIM
145
Greenwich Investment Management
Connecticut
$804K +$801K +7,550 New
CFGS
146
Concourse Financial Group Securities
Alabama
$795K -$91.9K -866 -10%
BA
147
Boston Advisors
Massachusetts
$788K +$71.6K +675 +10%
FWP
148
FAS Wealth Partners
Kansas
$787K +$3.18K +30 +0.4%
PPW
149
Pasadena Private Wealth
California
$778K +$317K +2,984 +69%
BWP
150
BSW Wealth Partners
Colorado
$774K -$5.52K -52 -0.7%