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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
201
Financial Management Professionals
Texas
$42K
PCIA
202
Prime Capital Investment Advisors
Kansas
$42K +$41.6K +397 New
IFA
203
Interactive Financial Advisors
Illinois
$35K -$419 -4 -1%
PGWM
204
Parisi Gray Wealth Management
New Jersey
$35K
VNA
205
Valley National Advisers
Pennsylvania
$34K
TCM
206
TD Capital Management
Tennessee
$34K +$11.1K +106 +48%
GRP
207
Global Retirement Partners
California
$32K
SWM
208
SeaCrest Wealth Management
New York
$26K
WB
209
Webster Bank
Connecticut
$26K
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$25K
RWA
211
River Wealth Advisors
Pennsylvania
$24K +$23.6K +225 New
MSA
212
Marino Stram & Associates
Massachusetts
$20K +$20.3K +194 New
VFA
213
Valeo Financial Advisors
Indiana
$18K
AW
214
Alpha Windward
Massachusetts
$18K +$17.6K +168 New
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$17K
CTC
216
Central Trust Company
Missouri
$16K
NC
217
NewSquare Capital
Pennsylvania
$8K +$8.38K +80 New
BCA
218
Bray Capital Advisors
Florida
$7K
UBS AM
219
UBS AM
Illinois
$3.15K +$3.14K +30 New
LFG
220
LifePlan Financial Group
Ohio
$1K -$1.05K -10 -50%
NFG
221
Next Financial Group
Texas
-$1.08M -10,298 Closed
BCM
222
BTC Capital Management
Iowa
-$622K -5,925 Closed
Truist Financial
223
Truist Financial
North Carolina
-$490K -4,675 Closed
IA
224
IFG Advisory
Georgia
-$441K -4,206 Closed
DCM
225
Dimension Capital Management
Florida
-$435K -4,148 Closed