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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
201
WealthSource Partners
California
$383K +$4.35K +41 +1%
CWP
202
Capital Wealth Planning
Florida
$380K +$378K +3,562 New
CM
203
Columbus Macro
Pennsylvania
$378K
WP
204
WealthShield Partners
North Carolina
$378K +$3.4K +32 +0.9%
FFA
205
First Foundation Advisors
California
$377K +$17.3K +163 +5%
GAM
206
Gould Asset Management
California
$360K -$20.2K -190 -5%
GC
207
Garde Capital
Washington
$359K +$358K +3,374 New
BWA
208
BDO Wealth Advisors
Florida
$352K
WFWM
209
Wechter Feldman Wealth Management
New Jersey
$351K -$142K -1,337 -29%
BCM
210
Boltwood Capital Management
California
$349K -$10.6K -100 -3%
OFG
211
Omega Financial Group
California
$344K +$6.05K +57 +2%
MA
212
Mutual Advisors
Nebraska
$344K +$342K +3,224 New
EWA
213
EP Wealth Advisors
California
$328K
TCM
214
TD Capital Management
Tennessee
$323K +$106 +1 +0%
RCAG
215
Rehmann Capital Advisory Group
Michigan
$317K -$35.8K -337 -10%
Lido Advisors
216
Lido Advisors
California
$316K +$14.4K +136 +5%
KeyBank National Association
217
KeyBank National Association
Ohio
$316K +$37.7K +355 +14%
LFA
218
Legacy Financial Advisors
Kentucky
$311K
PIMG
219
Patriot Investment Management Group
Tennessee
$302K -$42.4K -400 -12%
CAMG
220
CWA Asset Management Group
Florida
$298K +$297K +2,800 New
AIP
221
Almanack Investment Partners
Pennsylvania
$297K
FNT
222
First National Trust
Pennsylvania
$296K +$4.77K +45 +2%
CAL
223
Capital Analysts LLC
Pennsylvania
$293K +$45.3K +427 +18%
TJHA
224
Thomas J. Herzfeld Advisors
Florida
$293K +$83.8K +790 +40%
SVWAG
225
Sound View Wealth Advisors Group
Georgia
$293K +$292K +2,750 New