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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
API
151
Advisor Partners II
California
$6.68M +$6.63M +64,041 New
William Blair & Company
152
William Blair & Company
Illinois
$6.65M +$4.24M +41,012 +181%
SCA
153
Stokes Capital Advisors
South Carolina
$6.58M +$271K +2,620 +4%
EWM
154
Executive Wealth Management
Michigan
$6.57M +$5.66M +54,640 +651%
WFAG
155
Wescott Financial Advisory Group
Pennsylvania
$6.52M +$3.81M +36,780 +143%
BFG
156
Baron Financial Group
New Jersey
$6.51M -$367K -3,550 -5%
SPP
157
Single Point Partners
Massachusetts
$6.48M +$226K +2,184 +4%
OCG
158
Opus Capital Group
Ohio
$6.26M -$1.13M -10,946 -15%
PPP
159
Private Portfolio Partners
New Jersey
$6.2M +$590K +5,705 +11%
SAG
160
SageView Advisory Group
California
$6.12M +$6.07M +58,672 New
EWM
161
Empirical Wealth Management
Washington
$6.02M -$2.17M -20,922 -27%
AWS
162
Atria Wealth Solutions
New York
$6M +$1.44M +13,913 +32%
CGL
163
Clarius Group LLC
Washington
$5.95M +$5.91M +57,087 New
WJA
164
Willis Johnson & Associates
Texas
$5.89M +$206K +1,988 +4%
CCM
165
Condor Capital Management
New Jersey
$5.8M +$8.49K +82 +0.1%
KWM
166
Keebeck Wealth Management
Illinois
$5.57M +$773K +7,472 +16%
PO
167
Private Ocean
California
$5.51M +$5.07M +48,984 +1,274%
BCA
168
Bray Capital Advisors
Florida
$5.5M +$51.8K +500 +1%
IWA
169
Icon Wealth Advisors
Texas
$5.44M -$529K -5,114 -9%
LNC
170
Lincoln National Corp
Pennsylvania
$5.35M -$577K -5,576 -10%
OPWM
171
Oakwell Private Wealth Management
Texas
$5.33M +$1.48M +14,265 +39%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$5.3M -$554K -5,357 -10%
SG
173
StoneX Group
New York
$5.28M +$223K +2,151 +4%
WP
174
WealthSource Partners
California
$5.26M +$77.7K +751 +2%
RC
175
Roundview Capital
New Jersey
$5.26M +$43.3K +418 +0.8%