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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
351
AMI Investment Management
Indiana
$689K -$111K -1,050 -14%
SB
352
Strategic Blueprint
Georgia
$666K -$115K -1,083 -15%
ACS
353
Archford Capital Strategies
Illinois
$650K -$137K -1,295 -17%
AWM
354
Avitas Wealth Management
California
$643K -$255K -2,413 -28%
FAIM
355
Financial Advocates Investment Management
Washington
$643K -$13K -123 -2%
WPC
356
White Pine Capital
Minnesota
$639K -$144K -1,362 -18%
IAA
357
Ironsides Asset Advisors
North Carolina
$638K – – –
VIM
358
Vista Investment Management
Pennsylvania
$633K +$80.7K +763 +14%
ACM
359
Antonetti Capital Management
Florida
$628K +$31.7K +300 +5%
TCA
360
Transcend Capital Advisors
New Jersey
$627K -$189K -1,783 -23%
SL
361
SWMG LLC
Texas
$626K -$259K -2,445 -29%
EWA
362
EverSource Wealth Advisors
Alabama
$623K +$383K +3,619 +155%
OFG
363
Orcam Financial Group
California
$618K -$233K -2,200 -27%
CM
364
Columbus Macro
Pennsylvania
$616K +$14.1K +133 +2%
BWP
365
Bernardo Wealth Planning
Pennsylvania
$609K +$38.7K +366 +7%
CWM
366
Cornerstone Wealth Management
Missouri
$602K -$335K -3,165 -35%
OWM
367
Orgel Wealth Management
Wisconsin
$590K +$94K +888 +19%
DI
368
Disciplined Investments
Oklahoma
$585K -$223K -2,103 -27%
AA
369
Auxano Advisors
Washington
$583K +$590K +5,575 New
HNB
370
Huntington National Bank
Ohio
$579K – – –
FVWA
371
Foster Victor Wealth Advisors
South Carolina
$576K – – –
CISOA
372
Capital Investment Services of America
Wisconsin
$564K – – –
CWS
373
Cypress Wealth Services
California
$562K +$107K +1,007 +23%
BFA
374
Beacon Financial Advisory
Ohio
$555K +$423 +4 +0.1%
CA
375
Continuum Advisory
Idaho
$554K +$138K +1,306 +32%
13 14
15
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