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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
151
William Blair & Company
Illinois
$592K
AFC
152
AFT Forsyth & Company
Florida
$569K
NS
153
NewDay Solutions
New Hampshire
$569K +$565K +5,394 New
CL
154
CPWM LLC
Washington
$532K +$2.83K +27 +0.5%
PCG
155
Private Capital Group
Connecticut
$520K -$57.4K -548 -10%
BA
156
Boston Advisors
Massachusetts
$503K +$500K +4,775 New
OC
157
Oppenheimer & Co
New York
$492K -$154K -1,473 -24%
CAG
158
Crestwood Advisors Group
Massachusetts
$484K +$480K +4,588 New
CA
159
Calton & Associates
Florida
$477K +$5.76K +55 +1%
OWM
160
Orgel Wealth Management
Wisconsin
$467K -$351K -3,347 -43%
AIP
161
Ameritas Investment Partners
Nebraska
$464K +$237K +2,260 +105%
CCA
162
Clearwater Capital Advisors
Illinois
$453K +$136K +1,300 +43%
APA
163
American Portfolios Advisors
New York
$449K +$6.6K +63 +2%
GAM
164
Gemmer Asset Management
California
$447K +$375K +3,585 +546%
CFGF
165
Compass Financial Group (Florida)
Florida
$427K
EWA
166
EP Wealth Advisors
California
$425K -$543K -5,186 -56%
OAM
167
Occidental Asset Management
California
$425K
WAOTB
168
Wealth Advisors of Tampa Bay
Florida
$424K
Creative Planning
169
Creative Planning
Kansas
$418K -$101K -961 -20%
TFF
170
The Family Firm
Maryland
$417K +$2.2K +21 +0.5%
CTA
171
Chesley Taft & Associates
Illinois
$416K +$105K +1,000 +34%
JWS
172
Juncture Wealth Strategies
Arizona
$406K -$288K -2,747 -42%
Bessemer Group
173
Bessemer Group
New Jersey
$400K
EWM
174
Endurance Wealth Management
Rhode Island
$394K -$209K -2,000 -35%
CCM
175
Crabel Capital Management
California
$381K