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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JBA
126
Johnson Bixby & Associates
Washington
$6.95M +$761K +7,314 +12%
Corient Private Wealth
127
Corient Private Wealth
Florida
$6.87M -$4.41M -42,398 -39%
CCB
128
Country Club Bank
Missouri
$6.75M -$525K -5,048 -7%
PA
129
Procyon Advisors
Connecticut
$6.66M +$3.92M +37,657 +143%
OCG
130
Opus Capital Group
Ohio
$6.64M +$128K +1,229 +2%
Prudential Financial
131
Prudential Financial
New Jersey
$6.63M +$640K +6,152 +11%
CFP
132
Catalyst Financial Partners
Massachusetts
$6.6M +$832K +7,992 +14%
SHWM
133
Smith & Howard Wealth Management
Georgia
$6.47M -$905K -8,695 -12%
MPM
134
Meritage Portfolio Management
Kansas
$6.41M -$546K -5,245 -8%
SIM
135
Studio Investment Management
Illinois
$6.37M -$62.5K -600 -1%
PFM
136
Phillips Financial Management
Indiana
$6.35M -$132K -1,264 -2%
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
$6.3M -$1.15M -11,008 -15%
NWM
138
NEIRG Wealth Management
Massachusetts
$6.29M -$5.96M -57,240 -49%
TFA
139
Tobias Financial Advisors
Florida
$6.26M -$160K -1,542 -2%
Barclays
140
Barclays
United Kingdom
$6.25M +$6.25M +60,055 New
PPP
141
Private Portfolio Partners
New Jersey
$6.12M -$213K -2,050 -3%
FFS
142
Founders Financial Securities
Maryland
$6.11M +$775K +7,444 +15%
HI
143
Horizon Investments
North Carolina
$6.09M +$786K +7,547 +15%
CCM
144
Condor Capital Management
New Jersey
$6.05M +$184K +1,772 +3%
BFG
145
Baron Financial Group
New Jersey
$5.9M -$399K -3,835 -6%
EWA
146
EP Wealth Advisors
California
$5.89M -$2.69M -25,848 -96%
CAG
147
Crestwood Advisors Group
Massachusetts
$5.89M -$1.05M -10,092 -15%
ERIC
148
Eagle Rock Investment Company
Georgia
$5.86M -$44.9K -431 -0.8%
LFGO
149
Legacy Financial Group (Oklahoma)
Oklahoma
$5.85M -$268K -2,571 -4%
EWM
150
Elmwood Wealth Management
California
$5.55M +$1.64M +15,772 +42%