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
LNC
126
Lincoln National Corp
Pennsylvania
$5.84M -$2.24M -21,474 -27%
PFM
127
Phillips Financial Management
Indiana
$5.78M +$633K +6,062 +12%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$5.76M +$4.87M +46,616 +489%
FAM
129
Forte Asset Management
New York
$5.75M +$3.07M +29,431 +111%
CCM
130
Condor Capital Management
New Jersey
$5.71M +$205K +1,961 +4%
WJA
131
Willis Johnson & Associates
Texas
$5.59M -$1.46M -14,007 -20%
PPP
132
Private Portfolio Partners
New Jersey
$5.52M +$1.78M +17,018 +46%
PWLP
133
Prio Wealth Limited Partnership
Massachusetts
$5.43M -$539K -5,163 -9%
BCA
134
Bray Capital Advisors
Florida
$5.37M
PP
135
PDS Planning
Ohio
$5.36M +$946K +9,059 +21%
PFA
136
Peak Financial Advisors
Colorado
$5.35M +$5.44M +52,117 New
CPA
137
Cardiff Park Advisors
California
$5.31M +$3.86K +37 +0.1%
CS
138
Comerica Securities
Michigan
$5.22M +$1.41M +13,479 +36%
RC
139
Roundview Capital
New Jersey
$5.13M +$395K +3,788 +8%
CFMC
140
Curbstone Financial Management Corp
New Hampshire
$5.13M -$136K -1,300 -3%
WP
141
WealthSource Partners
California
$5.11M -$4.99M -47,760 -49%
SWM
142
Seaside Wealth Management
California
$5.03M +$1.69M +16,205 +49%
DPI
143
Diversified Portfolios Inc
Michigan
$5.01M +$380K +3,644 +8%
SG
144
StoneX Group
New York
$4.98M +$415K +3,973 +9%
WPC
145
Wedmont Private Capital
Pennsylvania
$4.97M +$3.12M +29,856 +161%
OC
146
Oppenheimer & Co
New York
$4.95M +$644K +6,172 +15%
Bessemer Group
147
Bessemer Group
New Jersey
$4.91M +$4.27M +40,875 +592%
SIA
148
Soltis Investment Advisors
Utah
$4.88M -$937K -8,977 -16%
PI
149
PFS Investments
Georgia
$4.86M +$4.94M +47,355 New
RWM
150
Rockwood Wealth Management
Pennsylvania
$4.85M +$3.33M +31,937 +208%