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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
351
Wealth Architects
California
$385K +$78.9K +731 +26%
HGWM
352
Horst & Graben Wealth Management
Oregon
$380K +$380K +3,521 New
AWA
353
ARS Wealth Advisors
Florida
$377K +$378K +3,500 New
PCWA
354
Pacific Capital Wealth Advisors
California
$376K -$36.8K -341 -9%
BFA
355
Beacon Financial Advisory
Ohio
$369K – – –
EIA
356
Eldridge Investment Advisors
New Hampshire
$367K – – –
EWM
357
Empirical Wealth Management
Washington
$366K -$110K -1,023 -23%
FPW
358
Flagship Private Wealth
Massachusetts
$359K +$26K +241 +8%
RPCA
359
Running Point Capital Advisors
California
$358K +$150K +1,390 +72%
TNBTD
360
Trustmark National Bank Trust Department
Mississippi
$357K -$2.7K -25 -0.7%
BWM
361
BCS Wealth Management
Tennessee
$353K – – –
HWM
362
Howard Wealth Management
Connecticut
$353K +$17.3K +160 +5%
WA
363
Wealth Alliance
New York
$349K +$350K +3,240 New
BRWA
364
B. Riley Wealth Advisors
Florida
$341K -$7.99K -74 -2%
CTFG
365
Capstone Triton Financial Group
Oklahoma
$336K – – –
NFG
366
Next Financial Group
Texas
$336K +$78.8K +730 +31%
FFA
367
First Foundation Advisors
California
$334K – – –
AL
368
ADE LLC
Maryland
$331K -$166K -1,534 -33%
PA
369
PFG Advisors
Arizona
$330K +$330K +3,058 New
EHC
370
Everett Harris & Co
California
$323K – – –
CWA
371
Capital Wealth Alliance
Arizona
$318K -$292K -2,710 -48%
GP
372
Girard Partners
Pennsylvania
$318K -$43.2K -400 -12%
AIC
373
Ameritas Investment Company
Nebraska
$311K +$311K +2,881 New
AAS
374
Annex Advisory Services
Wisconsin
$310K +$56.3K +522 +22%
PA
375
Parallel Advisors
California
$309K +$310K +2,869 New
13 14
15
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