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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
Parallel Advisors
California
$2.96M +$948K +8,830 +47%
WAG
152
Winthrop Advisory Group
Massachusetts
$2.95M +$240K +2,236 +9%
SW
153
SteelPeak Wealth
California
$2.92M +$138K +1,286 +5%
CCA
154
Clearwater Capital Advisors
Illinois
$2.92M +$89K +829 +3%
KL
155
KWMG LLC
Kansas
$2.92M +$780K +7,264 +37%
CFO
156
Collective Family Office
Pennsylvania
$2.9M -$1.21M -11,282 -29%
FCA
157
FLC Capital Advisors
California
$2.89M +$117K +1,094 +4%
PPP
158
Private Portfolio Partners
New Jersey
$2.84M -$73.2K -682 -3%
IA
159
IFP Advisors
Florida
$2.83M +$68.7K +640 +2%
PIM
160
Provident Investment Management
Michigan
$2.82M +$1.13M +10,500 +67%
DC
161
Davenport & Co
Virginia
$2.8M +$991K +9,232 +55%
OPS
162
Orion Portfolio Solutions
Nebraska
$2.8M -$678K -6,314 -20%
AHC
163
Adell Harriman & Carpenter
Texas
$2.77M -$85.9K -800 -3%
PG
164
Patten Group
Tennessee
$2.72M +$1.12M +10,471 +70%
PWM
165
Perigon Wealth Management
California
$2.7M +$131K +1,222 +5%
Vanguard Personalized Indexing Management
166
Vanguard Personalized Indexing Management
California
$2.65M
BF
167
Brooklyn FI
New York
$2.64M +$2.64M +24,595 New
FHA
168
First Horizon Advisors
Tennessee
$2.62M -$36.8K -343 -1%
SIM
169
Studio Investment Management
Illinois
$2.57M +$2.32M +21,625 +940%
MCA
170
Maryland Capital Advisors
Maryland
$2.57M +$2.57M +23,911 New
PWA
171
Pillar Wealth Advisors
Pennsylvania
$2.52M +$2.52M +23,500 New
SPIA
172
Steward Partners Investment Advisory
New York
$2.52M +$416K +3,874 +20%
SWA
173
Safir Wealth Advisors
New Hampshire
$2.51M +$230K +2,140 +10%
AAM
174
Autus Asset Management
Arizona
$2.49M
RWA
175
RGT Wealth Advisors
Texas
$2.48M +$2.48M +23,135 New