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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CISOA
176
Capital Investment Services of America
Wisconsin
$450K +$158K +1,500 +55%
CFGF
177
Compass Financial Group (Florida)
Florida
$429K
OAM
178
Occidental Asset Management
California
$427K
EWA
179
ERTS Wealth Advisors
Michigan
$427K +$282K +2,669 +197%
WAOTB
180
Wealth Advisors of Tampa Bay
Florida
$426K
TFF
181
The Family Firm
Maryland
$420K +$1.06K +10 +0.3%
FPS
182
Fieldpoint Private Securities
Connecticut
$408K -$264K -2,500 -39%
BPB
183
Badgley, Phelps & Bell
Washington
$403K +$401K +3,800 New
Bessemer Group
184
Bessemer Group
New Jersey
$402K
SVWA
185
Sound View Wealth Advisors
Georgia
$398K +$396K +3,750 New
EWM
186
Endurance Wealth Management
Rhode Island
$391K -$4.75K -45 -1%
CCM
187
Crabel Capital Management
California
$383K
GAM
188
Gould Asset Management
California
$378K +$2.11K +20 +0.6%
WP
189
WealthSource Partners
California
$377K +$58.8K +557 +19%
CM
190
Columbus Macro
Pennsylvania
$376K +$375K +3,550 New
WP
191
WealthShield Partners
North Carolina
$373K +$25.3K +240 +7%
UR
192
USCA RIA
Texas
$371K +$370K +3,500 New
SHCM
193
Stokes & Hubbell Capital Management
Louisiana
$371K +$370K +3,502 New
BCM
194
Boltwood Capital Management
California
$358K -$10.6K -100 -3%
FFA
195
First Foundation Advisors
California
$357K +$35.2K +333 +11%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$351K +$350K +3,312 New
BWA
197
BDO Wealth Advisors
Florida
$350K
SFS
198
Sowell Financial Services
Arkansas
$350K +$29.3K +277 +9%
HPWM
199
Highland Private Wealth Management
Washington
$345K +$15K +142 +5%
PIM
200
Provident Investment Management
Michigan
$345K +$71.3K +675 +26%