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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
151
GWN Securities
Florida
$6.55M -$1.98M -18,553 -23%
LFS
152
Lutz Financial Services
Nebraska
$6.17M -$850K -7,974 -12%
UCFA
153
United Capital Financial Advisors
Texas
$6.1M +$2.76M +25,912 +83%
RFC
154
Regions Financial Corp
Alabama
$6.07M +$162K +1,518 +3%
JIC
155
Joel Isaacson & Co
New York
$6.01M +$1.81M +16,969 +43%
KPWS
156
Kestra Private Wealth Services
Texas
$5.9M +$489K +4,592 +9%
TFA
157
Tobias Financial Advisors
Florida
$5.85M +$865K +8,119 +17%
LPP
158
Life Planning Partners
Florida
$5.83M +$157K +1,476 +3%
MBFW
159
Morton Brown Family Wealth
Pennsylvania
$5.74M -$417K -3,910 -7%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5.71M +$904K +8,486 +19%
EWM
161
Empirical Wealth Management
Washington
$5.63M +$69.5K +652 +1%
VAMG
162
Voisard Asset Management Group
Michigan
$5.61M -$14K -131 -0.2%
APP
163
Avantax Planning Partners
Iowa
$5.57M -$741K -6,951 -12%
SFM
164
Signet Financial Management
New Jersey
$5.55M -$74.7K -701 -1%
WA
165
Waverly Advisors
Alabama
$5.51M +$95.7K +898 +2%
AHC
166
Anderson Hoagland & Co
Missouri
$5.5M +$383K +3,593 +7%
DW
167
Durante & Waters
New York
$5.4M +$426K +4,000 +9%
PPW
168
Presilium Private Wealth
Pennsylvania
$5.37M +$265K +2,488 +5%
GT
169
Greenleaf Trust
Michigan
$5.36M -$1.85M -17,341 -26%
AssetMark Inc
170
AssetMark Inc
California
$5.33M -$275K -2,584 -5%
PHWM
171
Pine Harbor Wealth Management
Maryland
$5.32M -$104K -972 -2%
RWM
172
Rockwood Wealth Management
Pennsylvania
$5.28M +$35.7K +335 +0.7%
YCG
173
Yeomans Consulting Group
Georgia
$5.24M +$2.69M +25,288 +106%
MFS
174
McNamara Financial Services
Massachusetts
$5.18M +$184K +1,727 +4%
WANY
175
Wealthspire Advisors (New York)
New York
$5.15M -$5.08M -47,704 -50%