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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
QCMC
226
Quantum Capital Management (California)
California
$473K +$129K +1,213 +38%
RWP
227
RWA Wealth Partners
Massachusetts
$459K +$459K +4,315 New
BF
228
BOK Financial
Oklahoma
$458K -$70.6K -664 -13%
CISOA
229
Capital Investment Services of America
Wisconsin
$452K – – –
KWM
230
Kingsview Wealth Management
Oregon
$448K +$449K +4,218 New
HWA
231
Heartwood Wealth Advisors
Virginia
$441K -$38.6K -363 -8%
DCM
232
Dimension Capital Management
Florida
$441K – – –
KA
233
Kovack Advisors
Florida
$438K -$90.3K -849 -17%
GAM
234
Gemmer Asset Management
California
$433K -$23.5K -221 -5%
CFGF
235
Compass Financial Group (Florida)
Florida
$431K – – –
OAM
236
Occidental Asset Management
California
$428K – – –
WAOTB
237
Wealth Advisors of Tampa Bay
Florida
$428K – – –
SF
238
Synovus Financial
Georgia
$428K +$428K +4,022 New
BPB
239
Badgley, Phelps & Bell
Washington
$425K +$425K +4,000 New
FFA
240
First Foundation Advisors
California
$424K -$2.87K -27 -0.7%
TFF
241
The Family Firm
Maryland
$422K +$1.06K +10 +0.3%
CS
242
Comerica Securities
Michigan
$422K +$66.1K +622 +19%
PWM
243
Perigon Wealth Management
California
$422K +$422K +3,964 New
DBT
244
Dubuque Bank & Trust
Iowa
$419K +$419K +3,943 New
PCWA
245
Pacific Capital Wealth Advisors
California
$418K -$1.23M -11,554 -75%
PWP
246
Personal Wealth Partners
Minnesota
$418K +$29.8K +280 +8%
FSG
247
Financial Strategies Group
Michigan
$408K +$408K +3,834 New
JWS
248
Juncture Wealth Strategies
Arizona
$405K -$73.2K -688 -15%
GP
249
Girard Partners
Pennsylvania
$405K -$67.2K -632 -14%
WP
250
WealthShield Partners
North Carolina
$405K -$2.55K -24 -0.6%
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