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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
126
Nicolet Advisory Services
Wisconsin
$7.43M +$6.81M +65,244 +1,174%
SHWM
127
Smith & Howard Wealth Management
Georgia
$7.42M -$480K -4,600 -6%
PIFP
128
Partners in Financial Planning
Virginia
$7.36M -$114K -1,091 -2%
CCB
129
Country Club Bank
Missouri
$7.34M -$251K -2,406 -3%
ACM
130
AUA Capital Management
Pennsylvania
$7.25M
DWM
131
Dakota Wealth Management
Florida
$7.19M +$223K +2,132 +3%
TA
132
TruWealth Advisors
Louisiana
$7.18M +$443K +4,240 +7%
MPM
133
Meritage Portfolio Management
Kansas
$7M +$30.2K +289 +0.4%
CAG
134
Crestwood Advisors Group
Massachusetts
$6.98M -$18.3M -174,837 -72%
PI
135
PFS Investments
Georgia
$6.77M +$3.97M +38,018 +143%
LNC
136
Lincoln National Corp
Pennsylvania
$6.76M +$1.38M +13,242 +26%
SCA
137
Stokes Capital Advisors
South Carolina
$6.55M -$57.4K -550 -0.9%
OCG
138
Opus Capital Group
Ohio
$6.55M +$260K +2,492 +4%
PFM
139
Phillips Financial Management
Indiana
$6.52M -$1.44M -13,832 -18%
SIM
140
Studio Investment Management
Illinois
$6.47M +$1.53M +14,655 +31%
TFA
141
Tobias Financial Advisors
Florida
$6.46M +$2.18M +20,897 +51%
PPP
142
Private Portfolio Partners
New Jersey
$6.37M +$152K +1,459 +2%
WJA
143
Willis Johnson & Associates
Texas
$6.34M +$434K +4,158 +7%
BFG
144
Baron Financial Group
New Jersey
$6.33M -$205K -1,965 -3%
JBA
145
Johnson Bixby & Associates
Washington
$6.22M +$1.28M +12,218 +26%
LFGO
146
Legacy Financial Group (Oklahoma)
Oklahoma
$6.15M -$1.56M -14,980 -20%
JWA
147
JFS Wealth Advisors
Pennsylvania
$6.15M -$3.48M -33,360 -36%
Prudential Financial
148
Prudential Financial
New Jersey
$6.03M -$1.21M -11,584 -17%
WFAG
149
Wescott Financial Advisory Group
Pennsylvania
$6.02M -$517K -4,950 -8%
ERIC
150
Eagle Rock Investment Company
Georgia
$5.93M +$1.01M +9,679 +21%