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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NDSI
201
Newman Dignan & Sheerar Inc
Rhode Island
$276K -$397K -3,788 -59%
KeyBank National Association
202
KeyBank National Association
Ohio
$276K
PPW
203
Pasadena Private Wealth
California
$276K +$275K +2,623 New
EIA
204
Eldridge Investment Advisors
New Hampshire
$274K +$273K +2,604 New
BSB
205
Bangor Savings Bank
Maine
$272K
PIM
206
Provident Investment Management
Michigan
$271K -$426K -4,065 -61%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$270K
TA
208
Tiedemann Advisors
New York
$264K +$262K +2,500 New
SCA
209
Snowden Capital Advisors
New York
$262K +$261K +2,490 New
MWM
210
Mission Wealth Management
California
$257K +$105 +1 +0%
SPC
211
Sigma Planning Corp
Michigan
$250K -$63.7K -608 -20%
BBA
212
BLB&B Advisors
Pennsylvania
$244K
KWA
213
KCS Wealth Advisory
California
$237K +$236K +2,250 New
AssetMark Inc
214
AssetMark Inc
California
$236K +$189K +1,807 +417%
CBFP
215
Cedar Brook Financial Partners
Ohio
$235K +$234K +2,231 New
CFG
216
Cooper Financial Group
California
$232K +$230K +2,200 New
LIM
217
Leavell Investment Management
Alabama
$230K -$2.41K -23 -1%
EFSCE
218
Enterprise Financial Services Corp (EFSC)
Missouri
$230K +$130K +1,245 +132%
GC
219
Grimes & Company
Massachusetts
$224K -$684K -6,535 -75%
CAL
220
Capital Analysts LLC
Pennsylvania
$219K
S
221
Surevest
California
$213K +$212K +2,020 New
PFG
222
Piershale Financial Group
Illinois
$211K +$209K +2,000 New
JIC
223
Johnson Investment Counsel
Ohio
$210K
WAP
224
Wealthcare Advisory Partners
Pennsylvania
$210K +$15K +143 +8%
GP
225
Girard Partners
Pennsylvania
$210K +$87.1K +832 +71%