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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DW
176
Durante & Waters
New York
$4.55M -$8.45K -80 -0.2%
PFM
177
Phillips Financial Management
Indiana
$4.42M -$517K -4,899 -11%
MFA
178
Mayflower Financial Advisors
Massachusetts
$4.36M -$347K -3,286 -7%
FCIM
179
Fairview Capital Investment Management
California
$4.35M -$106K -1,000 -2%
KPWS
180
Kestra Private Wealth Services
Texas
$4.3M -$8.36M -79,111 -66%
RFC
181
Regions Financial Corp
Alabama
$4.28M +$329K +3,111 +8%
VA
182
Valmark Advisers
Ohio
$4.21M +$83.7K +792 +2%
JIC
183
Joel Isaacson & Co
New York
$4.19M +$359K +3,395 +9%
BFG
184
Baron Financial Group
New Jersey
$4.17M -$70.2K -665 -2%
BW
185
BIP Wealth
Georgia
$4.15M +$1.37M +12,950 +50%
IWC
186
Integrated Wealth Concepts
Massachusetts
$4.07M +$98.8K +935 +3%
MWAM
187
Manhattan West Asset Management
California
$4.06M -$50K -473 -1%
IWMA
188
Ironwood Wealth Management (Arizona)
Arizona
$4.03M +$803K +7,599 +25%
MWC
189
MBM Wealth Consultants
Missouri
$4M +$131K +1,236 +3%
CFMC
190
Curbstone Financial Management Corp
New Hampshire
$4M +$143K +1,350 +4%
LFGO
191
Legacy Financial Group (Oklahoma)
Oklahoma
$4M -$516K -4,888 -12%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$3.99M +$2.54M +24,011 +178%
SP
193
Symmetry Partners
Connecticut
$3.98M +$429K +4,059 +12%
BLC
194
Brown, Lisle/Cummings
Rhode Island
$3.96M
SA
195
Sanctuary Advisors
Indiana
$3.95M +$301K +2,847 +8%
PHWM
196
Pine Harbor Wealth Management
Maryland
$3.9M +$308K +2,916 +9%
KF
197
K2 Financial
California
$3.85M -$264K -2,502 -6%
MAM
198
Mullooly Asset Management
New Jersey
$3.85M -$135K -1,281 -3%
AWM
199
Apex Wealth Management
New Hampshire
$3.76M -$8.24K -78 -0.2%
ANTB
200
AMG National Trust Bank
Colorado
$3.73M +$8.03K +76 +0.2%