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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
226
Hoover Financial Advisors
Pennsylvania
$565K +$561K +5,238 New
BUB
227
BBVA USA Bancshares
Texas
$564K -$228K -2,130 -29%
AFC
228
AFT Forsyth & Company
Florida
$556K – – –
CL
229
CPWM LLC
Washington
$556K +$2.03K +19 +0.4%
RCAG
230
Rehmann Capital Advisory Group
Michigan
$553K -$27.6K -258 -5%
HSWM
231
Hubbell Strickland Wealth Management
Louisiana
$539K – – –
BPB
232
Badgley, Phelps & Bell
Washington
$539K +$107K +1,000 +25%
SIM
233
Stratos Investment Management
Ohio
$538K +$33.1K +309 +7%
PFG
234
Piershale Financial Group
Illinois
$523K +$519K +4,851 New
BAS
235
Brown Advisory Securities
Maryland
$510K – – –
WCFA
236
Walkner Condon Financial Advisors
Wisconsin
$510K +$182K +1,704 +56%
FTI
237
Fiduciary Trust International
Massachusetts
$509K +$505K +4,716 New
JWS
238
Juncture Wealth Strategies
Arizona
$506K +$94K +878 +23%
DIP
239
DT Investment Partners
Pennsylvania
$500K +$497K +4,639 New
CWA
240
Capital Wealth Alliance
Arizona
$499K -$81.6K -762 -14%
KWM
241
Kingsview Wealth Management
Oregon
$495K +$39.6K +370 +9%
TIA
242
Traphagen Investment Advisors
New Jersey
$489K -$39.2K -366 -7%
QCMC
243
Quantum Capital Management (California)
California
$479K – – –
AWS
244
Arkfeld Wealth Strategies
Nebraska
$475K -$712K -6,650 -60%
CWM
245
Cornerstone Wealth Management
Missouri
$470K -$22.9K -214 -5%
EWA
246
EP Wealth Advisors
California
$468K -$481K -4,496 Closed
RWP
247
RWA Wealth Partners
Massachusetts
$465K – – –
RIM
248
Rockbridge Investment Management
New York
$462K +$459K +4,283 New
ACS
249
Archford Capital Strategies
Illinois
$460K +$456K +4,262 New
GP
250
Girard Partners
Pennsylvania
$454K +$42.5K +397 +10%
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10
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