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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
151
Phillips Financial Management
Indiana
$4.98M +$198K +1,877 +4%
Luther King Capital Management (LKCM)
152
Luther King Capital Management (LKCM)
Texas
$4.91M
SWP
153
Stratos Wealth Partners
Ohio
$4.86M +$730K +6,914 +18%
MFS
154
McNamara Financial Services
Massachusetts
$4.86M -$97.7K -925 -2%
MFA
155
Mayflower Financial Advisors
Massachusetts
$4.84M -$3.38K -32 -0.1%
RWM
156
Rockwood Wealth Management
Pennsylvania
$4.8M -$12.7M -120,170 -73%
FAT
157
First American Trust
California
$4.78M +$468K +4,435 +11%
PG
158
Patten Group
Tennessee
$4.62M +$445K +4,214 +11%
DWM
159
Dynasty Wealth Management
Florida
$4.61M +$4.61M +43,693 New
LFGO
160
Legacy Financial Group (Oklahoma)
Oklahoma
$4.6M -$102K -963 -2%
DW
161
Durante & Waters
New York
$4.58M +$82.9K +785 +2%
KAS
162
Kestra Advisory Services
Texas
$4.55M +$1.72M +16,297 +61%
HCM
163
Horiko Capital Management
New York
$4.54M -$2.3M -21,800 -34%
SWP
164
Sagespring Wealth Partners
Tennessee
$4.51M +$4.52M +42,762 New
PFS
165
Prospera Financial Services
Texas
$4.51M +$3.89M +36,825 +625%
HSG
166
Helen Stephens Group
Texas
$4.46M -$993K -9,398 -18%
FCIM
167
Fairview Capital Investment Management
California
$4.42M
AIM
168
Alhambra Investment Management
Florida
$4.35M -$155K -1,472 -3%
AWE
169
Avidian Wealth Enterprises
Texas
$4.26M -$75K -710 -2%
BFG
170
Baron Financial Group
New Jersey
$4.21M +$47.5K +450 +1%
SA
171
Sanctuary Advisors
Indiana
$4.18M +$304K +2,877 +8%
KF
172
K2 Financial
California
$4.08M +$4.09M +38,699 New
DAS
173
Dynamic Advisor Solutions
Arizona
$4.05M -$2.81M -26,637 -41%
UCFA
174
United Capital Financial Advisors
Texas
$4.03M +$494K +4,677 +14%
MWAM
175
Manhattan West Asset Management
California
$4M -$528 -5 -0%