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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
276
Stone Summit Wealth
Florida
$1.06M +$1.06M +9,854 New
VNIM
277
Vaughan Nelson Investment Management
Texas
$1.05M +$99.3K +925 +10%
MWP
278
Madison Wealth Partners
Wisconsin
$1.02M +$47.1K +439 +5%
VWM
279
Venturi Wealth Management
Texas
$1.02M +$83.7K +779 +9%
AIA
280
Armor Investment Advisors
North Carolina
$1.02M -$113K -1,049 -10%
WLIM
281
White Lighthouse Investment Management
Massachusetts
$1.02M – – –
CA
282
Calton & Associates
Florida
$1.02M +$3.22K +30 +0.3%
CWM
283
Cordatus Wealth Management
Pennsylvania
$1.01M +$1.01M +9,442 New
TIAM2
284
Tru Independence Asset Management 2
Oregon
$999K +$999K +9,300 New
AFG
285
Allegheny Financial Group
Pennsylvania
$996K +$318K +2,964 +47%
AP
286
Advisors Preferred
Maryland
$981K +$164K +1,530 +20%
EFS
287
Econ Financial Services
Pennsylvania
$980K +$981K +9,130 New
KAS
288
Kestra Advisory Services
Texas
$978K -$67.4K -628 -6%
PFO
289
Pathstone Family Office
New Jersey
$973K – – –
EFA
290
Evernest Financial Advisors
Indiana
$971K +$994K +9,255 New
PA
291
PFG Advisors
Arizona
$969K +$231K +2,147 +31%
CWM
292
Cornerstone Wealth Management
Missouri
$961K -$5.37K -50 -0.6%
UB
293
UMB Bank
Missouri
$927K +$927K +8,633 New
AR
294
Apeiron RIA
Texas
$920K +$920K +8,568 New
AWM
295
Avitas Wealth Management
California
$919K +$21.7K +202 +2%
RWB
296
RMR Wealth Builders
New Jersey
$919K +$919K +8,557 New
BWM
297
BCGM Wealth Management
Indiana
$916K +$3.76K +35 +0.4%
SL
298
SWMG LLC
Texas
$905K -$15.9K -148 -2%
LWP
299
Lumature Wealth Partners
Georgia
$898K -$1.28M -11,938 -59%
AWA
300
Archvest Wealth Advisors
California
$896K +$896K +8,342 New
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