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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VC
201
Veery Capital
Delaware
$1.16M +$1.16M +10,721 New
IAA
202
Ironsides Asset Advisors
North Carolina
$1.14M
CTA
203
Chesley Taft & Associates
Illinois
$1.11M +$282K +2,615 +34%
PWA
204
Physician Wealth Advisors
Utah
$1.11M +$323K +2,992 +41%
CAN
205
Cetera Advisor Networks
California
$1.09M +$464K +4,304 +74%
AP
206
Advisors Preferred
Maryland
$1.09M -$63.7K -590 -6%
WFPG
207
Waller Financial Planning Group
Ohio
$1.09M +$123K +1,137 +13%
Kovitz Investment Group Partners
208
Kovitz Investment Group Partners
Illinois
$1.08M -$1.81M -16,760 -63%
CFD
209
Creative Financial Designs
Indiana
$1.07M +$404K +3,740 +60%
MWP
210
Madison Wealth Partners
Wisconsin
$1.06M +$1.06M +9,858 New
ECM
211
Exchange Capital Management
Michigan
$1.06M +$5.4K +50 +0.5%
MFA
212
Mayflower Financial Advisors
Massachusetts
$1.06M +$1.05M +9,775 New
WLIM
213
White Lighthouse Investment Management
Massachusetts
$1.03M
SCA
214
Stillwater Capital Advisors
Pennsylvania
$1.01M
BCM
215
BTC Capital Management
Iowa
$992K +$10.8K +100 +1%
IA
216
IFG Advisory
Georgia
$992K +$11.1K +103 +1%
WPC
217
White Pine Capital
Minnesota
$964K +$108K +999 +13%
WT
218
Whittier Trust
California
$960K +$292K +2,704 +44%
CPW
219
Catalyst Private Wealth
California
$957K +$135K +1,250 +16%
MA
220
Montag & Associates
Georgia
$956K +$955K +8,846 New
BWM
221
BCGM Wealth Management
Indiana
$942K +$940K +8,714 New
IC
222
Inscription Capital
Texas
$937K -$816K -7,560 -47%
DIP
223
DT Investment Partners
Pennsylvania
$923K +$386K +3,580 +72%
5L
224
55I LLC
Massachusetts
$921K -$1.12M -10,371 -55%
SWA
225
Stratos Wealth Advisors
Ohio
$910K +$426K +3,950 +88%