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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
251
EP Wealth Advisors
California
$528K +$529K +4,889 New
GI
252
Gradient Investments
Minnesota
$525K +$185K +1,714 +55%
BAS
253
Brown Advisory Securities
Maryland
$511K – – –
CCA
254
Column Capital Advisors
Indiana
$508K +$508K +4,700 New
QCMC
255
Quantum Capital Management (California)
California
$495K +$15.4K +142 +3%
TIA
256
Traphagen Investment Advisors
New Jersey
$490K – – –
SWA
257
Stratos Wealth Advisors
Ohio
$483K +$223K +2,060 +86%
AAS
258
Avantax Advisory Services
Texas
$475K +$474K +4,388 New
RIM
259
Rockbridge Investment Management
New York
$466K +$3.46K +32 +0.7%
BFEC
260
Benjamin F. Edwards & Company
Missouri
$463K +$227K +2,104 +96%
ECM
261
ETrade Capital Management
Virginia
$459K +$459K +4,245 New
ACS
262
Archford Capital Strategies
Illinois
$453K -$7.68K -71 -2%
WP
263
WealthPLAN Partners
Nebraska
$452K – – –
LW
264
Linscomb Wealth
Texas
$450K +$450K +4,164 New
HWA
265
Heartwood Wealth Advisors
Virginia
$449K – – –
CWM
266
Cornerstone Wealth Management
Missouri
$448K -$22.9K -212 -5%
KA
267
Kovack Advisors
Florida
$446K +$108 +1 +0%
CFGF
268
Compass Financial Group (Florida)
Florida
$438K – – –
OAM
269
Occidental Asset Management
California
$435K – – –
AWS
270
Arkfeld Wealth Strategies
Nebraska
$432K -$43.2K -400 -9%
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$415K -$6.49K -60 -2%
PCWA
272
Pacific Capital Wealth Advisors
California
$414K – – –
TFF
273
The Family Firm
Maryland
$412K -$18.8K -174 -4%
LSAG
274
Lake Street Advisors Group
New Hampshire
$408K – – –
KWM
275
Kingsview Wealth Management
Oregon
$407K -$88.9K -822 -18%
9 10
11
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