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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
176
Perigon Wealth Management
California
$172K +$157K +1,494 +1,030%
AA
177
AlphaMark Advisors
Kentucky
$128K +$118K +1,125 +1,125%
CDIA
178
Capital Directions Investment Advisors
Georgia
$126K -$1.45M -13,840 -92%
DWM
179
Destination Wealth Management
California
$120K +$120K +1,147 New
CS
180
Credential Securities
$106K +$7.66K +73 +8%
ASN
181
Advisory Services Network
Georgia
$105K -$57.1K -544 -35%
KCPG
182
Kavar Capital Partners Group
Kansas
$105K +$105K +1,000 New
AWM
183
Avior Wealth Management
Nebraska
$98K +$33.6K +320 +52%
MFW
184
Mosaic Family Wealth
Missouri
$97K +$6.08K +58 +7%
AC
185
Avestar Capital
New York
$85K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$84K +$83.7K +798 New
TIM
187
Tortoise Investment Management
New York
$76K -$83.9K -800 -53%
CAM
188
Caprin Asset Management
Virginia
$73K -$65.7K -626 -47%
GAM
189
Gemmer Asset Management
California
$69K
FHA
190
First Horizon Advisors
Tennessee
$68K +$210 +2 +0.3%
IIC
191
Integrated Investment Consultants
Michigan
$62K +$62.3K +594 New
CAL
192
Capital Analysts LLC
Pennsylvania
$60K -$24.1K -230 -29%
1IA
193
1834 Investment Advisors
Wisconsin
$52K
FMP
194
Financial Management Professionals
Texas
$42K +$42K +400 New
IFA
195
Interactive Financial Advisors
Illinois
$36K -$105 -1 -0.3%
PGWM
196
Parisi Gray Wealth Management
New Jersey
$35K
VNA
197
Valley National Advisers
Pennsylvania
$34K
GRP
198
Global Retirement Partners
California
$31K -$10.5K -100 -25%
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$4.83K +46 +18%
PG
200
Patten Group
Tennessee
$26K