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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Waverly Advisors
Alabama
$5.42M +$5.44M +51,797 New
Truist Financial
152
Truist Financial
North Carolina
$5.39M -$167K -1,589 -3%
DPI
153
Diversified Portfolios Inc
Michigan
$5.37M +$28.7K +273 +0.5%
YCG
154
Yeomans Consulting Group
Georgia
$5.36M -$1.99M -18,954 -27%
PCA
155
Pallas Capital Advisors
Massachusetts
$5.35M +$523K +4,977 +11%
LFGO
156
Legacy Financial Group (Oklahoma)
Oklahoma
$5.25M -$427K -4,064 -7%
EWM
157
Empirical Wealth Management
Washington
$5.15M +$118K +1,120 +2%
UCFA
158
United Capital Financial Advisors
Texas
$5.12M -$310K -2,948 -6%
MFA
159
Mayflower Financial Advisors
Massachusetts
$5.11M -$146K -1,395 -3%
IWM
160
Integris Wealth Management
California
$5.06M +$7.98K +76 +0.2%
ST
161
Smithfield Trust
Pennsylvania
$5.05M +$357K +3,400 +8%
AIM
162
Alhambra Investment Management
Florida
$5.02M +$3.28M +31,257 +187%
AW
163
Alaethes Wealth
Nevada
$4.95M +$252K +2,400 +5%
SHWM
164
Smith & Howard Wealth Management
Georgia
$4.84M -$835K -7,957 -15%
MPM
165
Meritage Portfolio Management
Kansas
$4.74M -$355K -3,377 -7%
NFG
166
Northeast Financial Group
Pennsylvania
$4.67M +$887K +8,447 +23%
NW
167
NewEdge Wealth
Pennsylvania
$4.64M +$1.25M +11,933 +37%
SPIA
168
Steward Partners Investment Advisory
New York
$4.64M -$173K -1,643 -4%
GI
169
GAMMA Investing
California
$4.54M +$301K +2,871 +7%
FCIM
170
Fairview Capital Investment Management
California
$4.54M +$3.15M +30,000 +225%
CAM
171
Clarity Asset Management
Iowa
$4.51M +$232K +2,211 +5%
SWP
172
Stratos Wealth Partners
Ohio
$4.51M -$188K -1,794 -4%
BFA
173
Bragg Financial Advisors
North Carolina
$4.5M +$48.8K +465 +1%
BFG
174
Baron Financial Group
New Jersey
$4.46M -$58.8K -560 -1%
PI
175
Parkside Investments
Illinois
$4.45M -$210K -2,000 -4%