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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
201
Legacy Private Trust
Wisconsin
$698K +$338K +3,157 +95%
AF
202
Apexium Financial
Texas
$685K +$680K +6,355 New
APA
203
American Portfolios Advisors
New York
$683K +$24.1K +225 +4%
VA
204
Valmark Advisers
Ohio
$678K +$44.3K +414 +7%
MIA
205
MainStreet Investment Advisors
Illinois
$671K +$48.3K +451 +8%
MWM
206
McNaughton Wealth Management
California
$668K +$25.7K +240 +4%
WT
207
Whittier Trust
California
$665K -$637K -5,948 -49%
PIM
208
Provident Investment Management
Michigan
$663K -$5.35K -50 -0.8%
PWM
209
PBMares Wealth Management
Virginia
$647K +$46.9K +438 +8%
WFPG
210
Waller Financial Planning Group
Ohio
$646K +$325K +3,038 +103%
MA
211
Mutual Advisors
Nebraska
$627K +$90.8K +848 +17%
CISOA
212
Capital Investment Services of America
Wisconsin
$620K +$161K +1,500 +35%
CWS
213
Cypress Wealth Services
California
$618K +$56.2K +525 +10%
First Trust Advisors
214
First Trust Advisors
Illinois
$613K -$11.3K -106 -2%
Baird Financial Group
215
Baird Financial Group
Wisconsin
$611K -$6.64K -62 -1%
SIC
216
Sigma Investment Counselors
Michigan
$611K +$607K +5,665 New
CAN
217
Cetera Advisor Networks
California
$610K +$3.53K +33 +0.6%
IWM
218
IHT Wealth Management
Illinois
$608K -$772K -7,207 -56%
PSUF
219
People's United Financial
Connecticut
$604K -$4.09M -38,204 -87%
HTC
220
Haverford Trust Company
Pennsylvania
$604K +$209K +1,951 +54%
AIP
221
Ameritas Investment Partners
Nebraska
$594K +$17.9K +167 +3%
WP
222
WealthShield Partners
North Carolina
$580K +$168K +1,569 +41%
FCA
223
FLC Capital Advisors
California
$573K +$568K +5,306 New
HS
224
Horan Securities
United States
$570K -$178K -1,658 -24%
HPWM
225
Highland Private Wealth Management
Washington
$567K -$229K -2,135 -29%