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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
276
CPWM LLC
Washington
$561K +$1.94K +18 +0.3%
HSWM
277
Hubbell Strickland Wealth Management
Louisiana
$556K +$14.4K +133 +3%
GAM
278
Gould Asset Management
California
$554K -$23.7K -220 -4%
HS
279
Horan Securities
United States
$554K -$17.6K -163 -3%
VFA
280
Voya Financial Advisors
Connecticut
$549K +$182K +1,690 +50%
JWCA
281
J.W. Cole Advisors
Florida
$548K +$205K +1,897 +60%
DWM
282
Destination Wealth Management
California
$534K -$61.5K -570 -10%
AC
283
Alexandria Capital
Virginia
$530K -$188K -1,740 -26%
ACS
284
Archford Capital Strategies
Illinois
$524K +$71.3K +661 +16%
CA
285
Cetera Advisors
Colorado
$522K +$313K +2,897 +150%
FRA
286
Frank Rimerman Advisors
California
$520K +$519K +4,810 New
BAS
287
Brown Advisory Securities
Maryland
$511K – – –
AF
288
Apexium Financial
Texas
$509K -$135K -1,254 -21%
GI
289
Gradient Investments
Minnesota
$506K -$18.8K -174 -4%
SS
290
Simplicity Solutions
Minnesota
$505K +$129K +1,194 +34%
AL
291
ADE LLC
Maryland
$498K +$497K +4,606 New
TIA
292
Traphagen Investment Advisors
New Jersey
$490K – – –
PJSIMP
293
P.J. Schmidt Investment Management (PJS)
Wisconsin
$485K +$283K +2,618 +141%
SWP
294
Strategic Wealth Partners
Ohio
$481K +$100K +928 +26%
EWM
295
Empirical Wealth Management
Washington
$478K +$160K +1,482 +50%
SBSB
296
Sullivan, Bruyette, Speros & Blaney
Virginia
$478K +$478K +4,425 New
RIM
297
Rockbridge Investment Management
New York
$468K +$1.51K +14 +0.3%
BFEC
298
Benjamin F. Edwards & Company
Missouri
$457K -$6.69K -62 -1%
RFC
299
Regions Financial Corp
Alabama
$456K +$62.9K +583 +16%
WP
300
WealthPLAN Partners
Nebraska
$453K – – –
10 11
12
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