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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
351
Jacobsen Capital Management
Utah
$615K +$1.07K +10 +0.2%
DB
352
Dravo Bay
Delaware
$615K +$622K +5,792 New
ACM
353
Antonetti Capital Management
Florida
$612K +$494K +4,601 +418%
HWIS
354
Hancock Whitney Investment Services
Louisiana
$604K +$603K +5,618 New
PWP
355
Personal Wealth Partners
Minnesota
$592K +$593K +5,517 New
FVWA
356
Foster Victor Wealth Advisors
South Carolina
$591K -$3.97K -37 -0.7%
BWP
357
Bernardo Wealth Planning
Pennsylvania
$586K -$24.7K -230 -4%
RA
358
Riversedge Advisors
Delaware
$580K +$580K +5,405 New
BFA
359
Beacon Financial Advisory
Ohio
$569K +$201K +1,868 +54%
VIM
360
Vista Investment Management
Pennsylvania
$568K +$265K +2,470 +88%
RTC
361
Riverview Trust Company
Washington
$565K – – –
CISOA
362
Capital Investment Services of America
Wisconsin
$564K -$53.7K -500 -9%
KPWS
363
Kestra Private Wealth Services
Texas
$563K +$563K +5,246 New
OAM
364
Occidental Asset Management
California
$562K -$273K -2,546 -33%
DWT
365
Dorsey & Whitney Trust
South Dakota
$562K – – –
CL
366
CPWM LLC
Washington
$561K – – –
AWA
367
Aletheian Wealth Advisors
Washington
$553K +$553K +5,153 New
MFS
368
McNamara Financial Services
Massachusetts
$551K +$57.2K +533 +12%
PW
369
Peninsula Wealth
California
$550K +$550K +5,123 New
WWM
370
Wiser Wealth Management
Georgia
$545K +$3.54K +33 +0.7%
SW
371
Simplicity Wealth
New Jersey
$544K +$544K +5,065 New
HSWM
372
Hubbell Strickland Wealth Management
Louisiana
$542K -$5.58K -52 -1%
PPA
373
Parametric Portfolio Associates
Washington
$540K +$52.8K +492 +11%
PFGIA
374
Patriot Financial Group Insurance Agency
Massachusetts
$533K +$120K +1,116 +29%
EVM
375
Eaton Vance Management
Massachusetts
$528K -$23.4M -217,730 -98%
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15
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