We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gemmer Asset Management
California
$423K
TFF
202
The Family Firm
Maryland
$420K +$1.6K +15 +0.4%
FFA
203
First Foundation Advisors
California
$418K +$41.8K +391 +11%
MA
204
Mutual Advisors
Nebraska
$408K +$64.3K +602 +19%
TJHA
205
Thomas J. Herzfeld Advisors
Florida
$408K +$115K +1,078 +39%
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$401K -$135K -1,266 -25%
WP
207
WealthShield Partners
North Carolina
$394K +$15.8K +148 +4%
EWM
208
Endurance Wealth Management
Rhode Island
$393K
CWP
209
Capital Wealth Planning
Florida
$380K
GAM
210
Gould Asset Management
California
$371K +$11.2K +105 +3%
GC
211
Garde Capital
Washington
$359K
CWS
212
Cypress Wealth Services
California
$359K +$360K +3,373 New
OFG
213
Omega Financial Group
California
$355K +$11.5K +108 +3%
BWA
214
BDO Wealth Advisors
Florida
$352K
WFWM
215
Wechter Feldman Wealth Management
New Jersey
$351K
BCM
216
Boltwood Capital Management
California
$349K
CAL
217
Capital Advisors Ltd
Ohio
$346K +$103K +965 +54%
SFS
218
Sowell Financial Services
Arkansas
$344K +$345K +3,230 New
LSAG
219
Lake Street Advisors Group
New Hampshire
$312K +$60.1K +563 +24%
LFA
220
Legacy Financial Advisors
Kentucky
$311K
BCM
221
Brookstone Capital Management
Illinois
$305K +$305K +2,859 New
Lido Advisors
222
Lido Advisors
California
$302K -$14.5K -136 -5%
PIMG
223
Patriot Investment Management Group
Tennessee
$301K -$1.07K -10 -0.4%
AIP
224
Almanack Investment Partners
Pennsylvania
$297K
FNT
225
First National Trust
Pennsylvania
$296K