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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
201
Tobias Financial Advisors
Florida
$4.26M +$735K +7,099 +21%
MFS
202
McNamara Financial Services
Massachusetts
$4.25M +$180K +1,741 +4%
ANTB
203
AMG National Trust Bank
Colorado
$4.24M -$1.71M -16,564 -29%
CPA
204
Cardiff Park Advisors
California
$4.06M -$1.32M -12,800 -25%
BMCM
205
Bryn Mawr Capital Management
Pennsylvania
$4.05M +$4.03M +38,888 New
CCA
206
Clearwater Capital Advisors
Illinois
$4.04M -$385K -3,720 -9%
LW
207
Linscomb Wealth
Texas
$4.04M +$366K +3,537 +10%
FANJ
208
Financial Architects (New Jersey)
New Jersey
$3.97M +$552K +5,330 +16%
RFG
209
RFP Financial Group
Georgia
$3.96M +$3.94M +38,034 New
MMA
210
Miracle Mile Advisors
California
$3.94M +$3.91M +37,809 New
EWM
211
Elmwood Wealth Management
California
$3.92M +$1.47M +14,164 +60%
BLC
212
Brown, Lisle/Cummings
Rhode Island
$3.88M – – –
PA
213
Probity Advisors
Texas
$3.85M +$40.6K +392 +1%
LPT
214
Legacy Private Trust
Wisconsin
$3.83M +$790K +7,636 +26%
SAS
215
Sanford Advisory Services
Michigan
$3.8M +$3.46M +33,416 +1,103%
LA
216
Lindenwold Advisors
Pennsylvania
$3.79M -$101K -975 -3%
PPW
217
Presilium Private Wealth
Pennsylvania
$3.76M +$3.74M +36,104 New
Financial Engines Advisors
218
Financial Engines Advisors
California
$3.74M +$1.34M +12,931 +56%
HP
219
Hilltop Partners
Indiana
$3.73M +$3.7M +35,786 New
BCM
220
Brookstone Capital Management
Illinois
$3.7M +$783K +7,561 +27%
CPIG
221
Chicago Partners Investment Group
Illinois
$3.7M +$1.85M +17,870 +102%
CPP
222
Capasso Planning Partners
South Carolina
$3.66M +$610K +5,890 +20%
PWLP
223
Prio Wealth Limited Partnership
Massachusetts
$3.63M -$1.87M -18,055 -34%
SFM
224
Signet Financial Management
New Jersey
$3.44M +$1.76M +16,981 +106%
AAS
225
Avantax Advisory Services
Texas
$3.39M +$1.96M +18,898 +139%