We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF
SUB

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
201
Efficient Advisors
Ohio
$3.08M -$54.7K -524 -2%
SWM
202
Spire Wealth Management
Virginia
$3.06M -$1.48M -14,217 -32%
GBT
203
Grove Bank & Trust
Florida
$3.06M – – –
WCM
204
Wunderlich Capital Managemnt
Tennessee
$3.05M +$143K +1,366 +5%
AWS
205
AJ Wealth Strategies
New York
$3.03M – – –
CPP
206
Capasso Planning Partners
South Carolina
$2.99M +$544K +5,212 +22%
LPT
207
Legacy Private Trust
Wisconsin
$2.98M +$1.25M +12,000 +70%
GGS
208
Galvin Gaustad & Stein
Arizona
$2.96M +$448K +4,288 +17%
APA
209
American Portfolios Advisors
New York
$2.95M -$4.49M -42,988 -60%
GA
210
Greenspring Advisors
Maryland
$2.93M -$86.4K -828 -3%
BCM
211
Brookstone Capital Management
Illinois
$2.87M +$324K +3,104 +13%
KCM
212
Karp Capital Management
California
$2.84M +$10.3K +99 +0.4%
PG
213
Proffitt & Goodson
Tennessee
$2.84M – – –
CFO
214
Collective Family Office
Pennsylvania
$2.8M -$1.29M -12,374 -31%
LA
215
LVW Advisors
New York
$2.8M +$106K +1,012 +4%
FHB
216
First Hawaiian Bank
Hawaii
$2.79M -$551K -5,274 -16%
RJT
217
Raymond James Trust
Florida
$2.79M -$16.2K -155 -0.6%
MG
218
Mather Group
Illinois
$2.69M -$234K -2,246 -8%
CFG
219
Citizens Financial Group
Rhode Island
$2.69M +$2.73M +26,196 New
NW
220
NewEdge Wealth
Pennsylvania
$2.67M +$2.72M +26,037 New
WFAG
221
Wescott Financial Advisory Group
Pennsylvania
$2.64M +$250K +2,395 +10%
PIFP
222
Partners in Financial Planning
Virginia
$2.64M +$1.56M +14,955 +143%
TC
223
TAGStone Capital
North Carolina
$2.64M +$1.37M +13,161 +105%
HCC
224
Hirtle Callaghan & Co
Pennsylvania
$2.63M +$2.68M +25,625 New
FPCP
225
Fort Point Capital Partners
California
$2.63M +$2.67M +25,567 New
7 8
9
10 11