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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
326
Highland Private Wealth Management
Washington
$784K +$98.9K +921 +14%
MA
327
Mutual Advisors
Nebraska
$765K -$38.4K -358 -5%
FC
328
FCA Corp
Texas
$754K +$13.4K +125 +2%
C1AG
329
Client 1st Advisory Group
Florida
$750K – – –
CFS
330
Cannon Financial Strategists
Georgia
$748K – – –
NL
331
NWAM LLC
Washington
$744K +$147K +1,367 +25%
GSWM
332
Greenup Street Wealth Management
Michigan
$735K +$735K +6,846 New
KWM
333
Kingsview Wealth Management
Oregon
$733K +$126K +1,176 +21%
SCG
334
Sonata Capital Group
Washington
$729K – – –
WA
335
Wealth Architects
California
$720K +$120K +1,118 +20%
IC
336
Inscription Capital
Texas
$718K -$3.01K -28 -0.4%
DIA
337
Dean Investment Associates
Ohio
$714K – – –
WA
338
WBH Advisory
Maryland
$704K +$208K +1,935 +42%
MWM
339
Mattern Wealth Management
Kansas
$688K -$1.59M -14,834 -70%
MWM
340
Merriman Wealth Management
Washington
$680K -$418K -3,893 -38%
ACP
341
Aviance Capital Partners
Florida
$679K +$81.9K +763 +14%
FAIM
342
Financial Advocates Investment Management
Washington
$673K -$12.6K -117 -2%
HNB
343
Huntington National Bank
Ohio
$665K – – –
SWP
344
Strategic Wealth Partners
Ohio
$656K +$22.7K +211 +4%
IAA
345
Ironsides Asset Advisors
North Carolina
$655K – – –
GA
346
Greenspring Advisors
Maryland
$641K +$641K +5,968 New
KWS
347
Keystone Wealth Services
California
$624K +$624K +5,811 New
CM
348
Columbus Macro
Pennsylvania
$618K -$21.2K -197 -3%
AFC
349
AFT Forsyth & Company
Florida
$617K – – –
PCWA
350
Pacific Capital Wealth Advisors
California
$617K +$220K +2,051 +56%
12 13
14
15 16