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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
276
Kingsview Wealth Management
Oregon
$658K -$3.24K -30 -0.5%
PFO
277
Pathstone Family Office
New Jersey
$658K – – –
PIM
278
Provident Investment Management
Michigan
$652K +$248K +2,300 +61%
MA
279
Mutual Advisors
Nebraska
$648K -$113K -1,050 -15%
HPWM
280
Highland Private Wealth Management
Washington
$648K +$25.5K +236 +4%
AFC
281
AFT Forsyth & Company
Florida
$645K – – –
FCA
282
FLC Capital Advisors
California
$643K +$55.8K +517 +9%
CS
283
Comerica Securities
Michigan
$637K +$27.6K +256 +5%
WANY
284
Wealthspire Advisors (New York)
New York
$635K +$308K +2,853 +94%
GAM
285
Gould Asset Management
California
$629K +$76.6K +710 +14%
WP
286
WealthShield Partners
North Carolina
$628K -$142K -1,313 -18%
CM
287
Columbus Macro
Pennsylvania
$623K -$2.05M -18,984 -77%
CISOA
288
Capital Investment Services of America
Wisconsin
$620K – – –
JCM
289
Jacobsen Capital Management
Utah
$615K +$615K +5,700 New
LPT
290
Legacy Private Trust
Wisconsin
$611K – – –
SIC
291
Sigma Investment Counselors
Michigan
$611K – – –
PCMC
292
Private Capital Management (Colorado)
Colorado
$601K +$602K +5,578 New
VWM
293
Venturi Wealth Management
Texas
$596K +$396K +3,666 +197%
CAG
294
Crestwood Advisors Group
Massachusetts
$593K -$151K -1,400 -20%
SIM
295
Stratos Investment Management
Ohio
$587K -$230K -2,134 -28%
CWM
296
Cornerstone Wealth Management
Missouri
$585K +$248K +2,299 +74%
SWP
297
Strategic Wealth Partners
Ohio
$580K +$99.8K +925 +21%
CRCM
298
Corbett Road Capital Management
Virginia
$570K -$329K -3,052 -37%
RTC
299
Riverview Trust Company
Washington
$567K – – –
GI
300
Gradient Investments
Minnesota
$564K +$59.2K +549 +12%
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12
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