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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
326
Zacks Investment Management
Illinois
$454K +$454K +4,214 New
KA
327
Kovack Advisors
Florida
$452K -$647 -6 -0.1%
HS
328
Horan Securities
United States
$449K -$5.82K -54 -1%
CFGF
329
Compass Financial Group (Florida)
Florida
$437K – – –
FFA
330
First Foundation Advisors
California
$436K +$102K +947 +31%
FAIM
331
Financial Advocates Investment Management
Washington
$436K +$436K +4,043 New
WA
332
Wealth Architects
California
$435K +$49.8K +462 +13%
OWM
333
Orgel Wealth Management
Wisconsin
$434K +$3.13K +29 +0.7%
DWM
334
Destination Wealth Management
California
$426K -$68.9K -639 -14%
CIP
335
Capital Insight Partners
Arizona
$420K -$95.7K -888 -19%
HWM
336
Howard Wealth Management
Connecticut
$419K +$65.8K +610 +19%
LPWM
337
Lake Point Wealth Management
Texas
$417K +$417K +3,868 New
DWT
338
Dorsey & Whitney Trust
South Dakota
$414K -$17.4K -161 -4%
FHA
339
First Horizon Advisors
Tennessee
$414K – – –
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$414K – – –
RPCA
341
Running Point Capital Advisors
California
$412K +$54K +501 +15%
LSAG
342
Lake Street Advisors Group
New Hampshire
$407K +$108 +1 +0%
CRCM
343
Corbett Road Capital Management
Virginia
$404K -$166K -1,543 -29%
WA
344
WBH Advisory
Maryland
$403K +$402K +3,733 New
WCF
345
West Coast Financial
California
$398K – – –
PCWA
346
Pacific Capital Wealth Advisors
California
$398K +$21.9K +203 +6%
TFF
347
The Family Firm
Maryland
$396K -$10.2K -95 -3%
SFP
348
Strategic Financial Planning
Texas
$393K -$14K -130 -3%
CWS
349
Cypress Wealth Services
California
$390K -$320K -2,971 -45%
SW
350
SVB Wealth
Massachusetts
$389K +$390K +3,615 New
12 13
14
15 16