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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PG
201
Patten Group
Tennessee
$1.6M +$101K +934 +7%
WCFA
202
Walkner Condon Financial Advisors
Wisconsin
$1.52M +$115K +1,066 +8%
PCMC
203
Private Capital Management (Colorado)
Colorado
$1.52M +$537K +4,976 +54%
WFPG
204
Waller Financial Planning Group
Ohio
$1.51M +$106K +983 +8%
ECM
205
Exchange Capital Management
Michigan
$1.47M +$169K +1,565 +13%
FFA
206
Fragasso Financial Advisors
Pennsylvania
$1.46M -$674K -6,251 -32%
SAG
207
Spotlight Asset Group
Illinois
$1.46M +$2.27K +21 +0.2%
SIC
208
Sigma Investment Counselors
Michigan
$1.45M +$771K +7,151 +112%
SAM
209
SP Asset Management
California
$1.45M +$971 +9 +0.1%
PSUF
210
People's United Financial
Connecticut
$1.43M +$130K +1,205 +10%
EFG
211
Everhart Financial Group
Ohio
$1.4M -$220K -2,042 -14%
BCA
212
Berman Capital Advisors
Georgia
$1.39M
HTC
213
Haverford Trust Company
Pennsylvania
$1.36M +$10.2K +95 +0.8%
JWS
214
Juncture Wealth Strategies
Arizona
$1.3M +$5.18K +48 +0.4%
PWA
215
Physician Wealth Advisors
Utah
$1.29M +$45.6K +423 +4%
CWM
216
Cahaba Wealth Management
Georgia
$1.28M +$1.08K +10 +0.1%
Financial Engines Advisors
217
Financial Engines Advisors
California
$1.28M -$229K -2,123 -15%
SBL
218
Sargent Bickham Lagudis
Colorado
$1.27M
FAFN
219
First Affirmative Financial Network
Colorado
$1.26M +$1.26M +11,685 New
IA
220
IFG Advisory
Georgia
$1.25M -$39.6K -367 -3%
WTC
221
WhitTier Trust Company
Nevada
$1.24M +$18.8K +174 +2%
BFG
222
Beacon Financial Group
Texas
$1.24M -$64.8K -601 -5%
CPW
223
Catalyst Private Wealth
California
$1.23M +$53.9K +500 +5%
MFA
224
Mayflower Financial Advisors
Massachusetts
$1.19M +$71.3K +661 +6%
VA
225
Valmark Advisers
Ohio
$1.19M +$30.2K +280 +3%