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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
201
Syntegra Private Wealth Group
Missouri
$3.95M +$2.13M +19,935 +117%
GAB
202
German American Bancorp
Indiana
$3.91M +$601K +5,630 +18%
MAM
203
Mullooly Asset Management
New Jersey
$3.9M +$31.6K +296 +0.8%
KF
204
K2 Financial
California
$3.89M +$25.1K +235 +0.6%
ANTB
205
AMG National Trust Bank
Colorado
$3.86M +$119K +1,114 +3%
NW
206
NewEdge Wealth
Pennsylvania
$3.85M +$307K +2,875 +9%
PP
207
Prosperity Planning
Missouri
$3.77M
CA
208
Clune & Associates
Illinois
$3.73M +$141K +1,318 +4%
Natixis Advisors
209
Natixis Advisors
Massachusetts
$3.73M -$273K -2,556 -7%
JBA
210
Johnson Bixby & Associates
Washington
$3.67M +$129K +1,212 +4%
William Blair & Company
211
William Blair & Company
Illinois
$3.66M -$29.5K -276 -0.8%
DAS
212
Dynamic Advisor Solutions
Arizona
$3.65M +$84.6K +792 +2%
STFP
213
Signal Tree Financial Partners
Ohio
$3.62M +$114K +1,070 +3%
FGWP
214
Founders Grove Wealth Partners
Virginia
$3.58M -$1.33M -12,492 -27%
AWE
215
Avidian Wealth Enterprises
Texas
$3.53M +$11.9K +111 +0.3%
CST
216
Charles Schwab Trust
Nevada
$3.51M +$372K +3,488 +12%
MPM
217
Meritage Portfolio Management
Kansas
$3.48M -$45.9K -430 -1%
CA
218
Clearstead Advisors
Ohio
$3.45M +$61.2K +573 +2%
JIR
219
James Investment Research
Ohio
$3.39M
AIM
220
Alhambra Investment Management
Florida
$3.35M +$87.7K +821 +3%
AI
221
Atria Investments
North Carolina
$3.35M +$267K +2,500 +9%
UCFA
222
United Capital Financial Advisors
Texas
$3.33M +$4.38K +41 +0.1%
SPC
223
Sigma Planning Corp
Michigan
$3.29M -$17.3K -162 -0.5%
LFGO
224
Legacy Financial Group (Oklahoma)
Oklahoma
$3.27M -$743K -6,958 -19%
WA
225
Wealth Architects
California
$3.26M +$133K +1,250 +4%