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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
301
Ironsides Asset Advisors
North Carolina
$656K -$394K -3,650 -37%
GI
302
Gradient Investments
Minnesota
$645K +$40.3K +374 +7%
JBA
303
Johnson Bixby & Associates
Washington
$641K +$68.1K +631 +12%
CM
304
Columbus Macro
Pennsylvania
$640K +$31.4K +291 +5%
SWP
305
Strategic Wealth Partners
Ohio
$635K +$386K +3,576 +154%
HI
306
Harbour Investments
Wisconsin
$629K +$175K +1,623 +38%
RPCA
307
Running Point Capital Advisors
California
$623K +$212K +1,969 +52%
CISOA
308
Capital Investment Services of America
Wisconsin
$619K – – –
AFC
309
AFT Forsyth & Company
Florida
$618K – – –
FRA
310
Frank Rimerman Advisors
California
$617K +$99.9K +926 +19%
JCM
311
Jacobsen Capital Management
Utah
$615K +$971 +9 +0.2%
BWP
312
Bernardo Wealth Planning
Pennsylvania
$612K +$3.45K +32 +0.6%
KWM
313
Kingsview Wealth Management
Oregon
$608K +$17K +158 +3%
PJSIMP
314
P.J. Schmidt Investment Management (PJS)
Wisconsin
$603K +$229K +2,121 +61%
WA
315
Wealth Architects
California
$602K +$168K +1,561 +39%
FVWA
316
Foster Victor Wealth Advisors
South Carolina
$599K +$107K +989 +22%
ACP
317
Aviance Capital Partners
Florida
$599K +$600K +5,564 New
NL
318
NWAM LLC
Washington
$598K -$13.4K -124 -2%
SIM
319
Stratos Investment Management
Ohio
$597K +$15.5K +144 +3%
FAT
320
First American Trust
California
$595K +$377K +3,496 +172%
OMC
321
Old Mission Capital
Illinois
$581K +$582K +5,398 New
RTC
322
Riverview Trust Company
Washington
$566K – – –
GAM
323
Gould Asset Management
California
$564K -$71.7K -665 -11%
DWT
324
Dorsey & Whitney Trust
South Dakota
$563K +$150K +1,391 +36%
CL
325
CPWM LLC
Washington
$561K +$971 +9 +0.2%
11 12
13
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