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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
176
Crestwood Advisors Group
Massachusetts
$581K +$39K +365 +7%
BFM
177
Broadview Financial Management
Wisconsin
$576K -$13.9K -130 -2%
GIM
178
Greenwich Investment Management
Connecticut
$573K -$232K -2,175 -29%
BPA
179
Beacon Pointe Advisors
California
$565K +$567K +5,311 New
VA
180
Valmark Advisers
Ohio
$553K -$427 -4 -0.1%
AFC
181
AFT Forsyth & Company
Florida
$549K
LPT
182
Legacy Private Trust
Wisconsin
$544K -$353K -3,305 -39%
CL
183
CPWM LLC
Washington
$543K +$2.14K +20 +0.4%
WP
184
WealthSource Partners
California
$532K +$149K +1,391 +39%
EBT
185
Enterprise Bank & Trust
Massachusetts
$531K -$53.4K -500 -9%
TIA
186
Traphagen Investment Advisors
New Jersey
$513K
CAN
187
Cetera Advisor Networks
California
$513K +$255K +2,385 +99%
Bessemer Group
188
Bessemer Group
New Jersey
$500K +$96.1K +900 +24%
APA
189
American Portfolios Advisors
New York
$489K -$4.59K -43 -0.9%
AIP
190
Ameritas Investment Partners
Nebraska
$476K -$427 -4 -0.1%
JWS
191
Juncture Wealth Strategies
Arizona
$473K +$2.14K +20 +0.5%
CISOA
192
Capital Investment Services of America
Wisconsin
$453K
CWM
193
Cornerstone Wealth Management
Missouri
$452K -$107K -998 -19%
PCG
194
Private Capital Group
Connecticut
$449K +$277K +2,591 +160%
DCM
195
Dimension Capital Management
Florida
$442K +$443K +4,148 New
BCM
196
BTC Capital Management
Iowa
$437K
CFGF
197
Compass Financial Group (Florida)
Florida
$432K
OAM
198
Occidental Asset Management
California
$429K
WAOTB
199
Wealth Advisors of Tampa Bay
Florida
$429K
LNC
200
Lincoln National Corp
Pennsylvania
$427K +$168K +1,570 +64%