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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gould Asset Management
California
$374K +$164K +1,570 +79%
Principal Financial Group
177
Principal Financial Group
Iowa
$367K +$365K +3,481 New
BCM
178
Boltwood Capital Management
California
$366K
AWE
179
Avidian Wealth Enterprises
Texas
$361K +$22.6K +216 +7%
FNT
180
First National Trust
Pennsylvania
$353K +$36.7K +350 +12%
BWA
181
BDO Wealth Advisors
Florida
$348K -$419K -4,000 -55%
WP
182
WealthShield Partners
North Carolina
$345K
LNC
183
Lincoln National Corp
Pennsylvania
$339K -$41.8K -399 -11%
NA
184
NewEdge Advisors
Louisiana
$330K +$328K +3,132 New
HPWM
185
Highland Private Wealth Management
Washington
$328K -$139K -1,328 -30%
FFA
186
First Foundation Advisors
California
$320K +$838 +8 +0.3%
SFS
187
Sowell Financial Services
Arkansas
$319K +$317K +3,027 New
SWP
188
Stratos Wealth Partners
Ohio
$318K +$66K +630 +26%
WP
189
WealthSource Partners
California
$316K
HTC
190
Haverford Trust Company
Pennsylvania
$313K
TCM
191
TD Capital Management
Tennessee
$312K +$276K +2,637 +809%
IWP
192
Icon Wealth Partners
Texas
$303K +$51.8K +495 +21%
QCMC
193
Quantum Capital Management (California)
California
$300K -$53.7K -513 -15%
AIP
194
Almanack Investment Partners
Pennsylvania
$294K -$20.9K -200 -7%
MAS
195
Managed Account Services
Florida
$293K +$292K +2,784 New
CISOA
196
Capital Investment Services of America
Wisconsin
$290K
SF
197
Summit Financial
New Jersey
$287K +$285K +2,723 New
VA
198
Valmark Advisers
Ohio
$284K -$9.53K -91 -3%
CASB
199
Cape Ann Savings Bank
Massachusetts
$283K -$152K -1,450 -35%
OFG
200
Omega Financial Group
California
$283K +$281K +2,685 New