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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
226
EP Wealth Advisors
California
$480K -$105K -982 -18%
GP
227
Girard Partners
Pennsylvania
$474K +$474K +4,444 New
CWM
228
Cornerstone Wealth Management
Missouri
$465K +$12.6K +118 +3%
DIA
229
Dean Investment Associates
Ohio
$464K +$464K +4,350 New
GAM
230
Gemmer Asset Management
California
$459K +$35.3K +331 +8%
CISOA
231
Capital Investment Services of America
Wisconsin
$454K – – –
DCM
232
Dimension Capital Management
Florida
$443K – – –
BCM
233
BTC Capital Management
Iowa
$438K – – –
CFGF
234
Compass Financial Group (Florida)
Florida
$433K – – –
OAM
235
Occidental Asset Management
California
$430K – – –
WAOTB
236
Wealth Advisors of Tampa Bay
Florida
$430K – – –
FFA
237
First Foundation Advisors
California
$429K +$9.6K +90 +2%
TFF
238
The Family Firm
Maryland
$423K +$2.13K +20 +0.5%
BRWA
239
B. Riley Wealth Advisors
Florida
$415K +$414K +3,882 New
WP
240
WealthShield Partners
North Carolina
$410K +$15.3K +143 +4%
BCM
241
Brookstone Capital Management
Illinois
$407K +$102K +956 +33%
CWS
242
Cypress Wealth Services
California
$403K +$42.6K +399 +12%
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
$402K – – –
EWM
244
Endurance Wealth Management
Rhode Island
$394K – – –
PWP
245
Personal Wealth Partners
Minnesota
$390K +$250K +2,345 +179%
HTC
246
Haverford Trust Company
Pennsylvania
$389K +$389K +3,646 New
WAP
247
Wealthcare Advisory Partners
Pennsylvania
$380K +$271K +2,540 +250%
CAL
248
Capital Analysts LLC
Pennsylvania
$379K +$90.7K +850 +31%
OFG
249
Omega Financial Group
California
$378K +$22K +206 +6%
AIA
250
Armor Investment Advisors
North Carolina
$377K +$371K +3,483 +7,740%
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