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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
201
McNaughton Wealth Management
California
$638K +$638K +5,979 New
SFS
202
Sowell Financial Services
Arkansas
$636K +$290K +2,723 +84%
VA
203
Valmark Advisers
Ohio
$629K +$73.8K +692 +13%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$614K -$91.2K -855 -13%
CA
205
Calton & Associates
Florida
$614K -$8.96K -84 -1%
CAG
206
Crestwood Advisors Group
Massachusetts
$610K +$27K +253 +5%
APA
207
American Portfolios Advisors
New York
$593K +$102K +960 +21%
BFM
208
Broadview Financial Management
Wisconsin
$590K +$13.3K +125 +2%
ECM
209
Exchange Capital Management
Michigan
$572K +$298K +2,794 +109%
AIP
210
Ameritas Investment Partners
Nebraska
$570K +$93K +872 +20%
AFC
211
AFT Forsyth & Company
Florida
$550K
CL
212
CPWM LLC
Washington
$547K +$2.88K +27 +0.5%
CWA
213
Capital Wealth Alliance
Arizona
$545K +$541K +5,074 New
MIA
214
MainStreet Investment Advisors
Illinois
$535K +$535K +5,013 New
PWM
215
PBMares Wealth Management
Virginia
$534K +$533K +5,000 New
BF
216
BOK Financial
Oklahoma
$531K -$65.4K -613 -11%
KA
217
Kovack Advisors
Florida
$531K +$530K +4,970 New
TIA
218
Traphagen Investment Advisors
New Jersey
$515K
BAS
219
Brown Advisory Securities
Maryland
$505K -$122K -1,141 -19%
Bessemer Group
220
Bessemer Group
New Jersey
$502K
A
221
AdvicePeriod
California
$492K +$492K +4,609 New
SIM
222
Stratos Investment Management
Ohio
$489K +$223K +2,088 +84%
CAN
223
Cetera Advisor Networks
California
$488K -$24.6K -231 -5%
HWA
224
Heartwood Wealth Advisors
Virginia
$482K +$482K +4,515 New
JWS
225
Juncture Wealth Strategies
Arizona
$481K +$6.83K +64 +1%