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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
351
Matthew Hamilton Rosenberg
$1.1M +$817K +7,848 +300%
FFA
352
Fragasso Financial Advisors
Pennsylvania
$1.09M -$117K -1,122 -10%
ECM
353
Exchange Capital Management
Michigan
$1.09M +$87K +836 +9%
AI
354
Atria Investments
North Carolina
$1.09M -$3.03M -29,118 -74%
PIFP
355
Partners in Financial Planning
Virginia
$1.09M +$1.09M +10,473 New
SFM
356
Signet Financial Management
New Jersey
$1.09M +$1.08M +10,396 New
CA
357
CoreCap Advisors
Michigan
$1.08M +$1.35K +13 +0.1%
MA
358
McBroom & Associates
Nevada
$1.08M -$47.3K -455 -4%
RW
359
Rede Wealth
Virginia
$1.06M +$1.05M +10,115 New
AAM
360
Austin Asset Management
Texas
$1.04M -$4.76M -45,735 -82%
LG
361
LaFleur & Godfrey
Michigan
$1.02M -$72.8K -700 -7%
AAM
362
Autus Asset Management
Arizona
$1.01M -$179K -1,717 -15%
HIF
363
Hill Island Financial
Michigan
$1.01M -$379K -3,645 -27%
VNIM
364
Vaughan Nelson Investment Management
Texas
$1.01M -$10.9K -105 -1%
PCIG
365
Partners Capital Investment Group
Massachusetts
$1M +$996K +9,568 New
WAP
366
Wealthcare Advisory Partners
Pennsylvania
$997K +$240K +2,306 +32%
WLIM
367
White Lighthouse Investment Management
Massachusetts
$994K – – –
RGC
368
Roberts, Glore & Co
Illinois
$994K +$31.2K +300 +3%
FSG
369
Financial Strategies Group
Michigan
$982K -$35.2K -338 -3%
1IA
370
1620 Investment Advisors
Massachusetts
$980K +$197K +1,897 +25%
TIAM2
371
Tru Independence Asset Management 2
Oregon
$973K – – –
DB
372
Dravo Bay
Delaware
$960K +$71.4K +686 +8%
HFA
373
High Falls Advisors
New York
$952K +$53.2K +511 +6%
AWM
374
AAF Wealth Management
Massachusetts
$947K +$942K +9,050 New
FPW
375
Flagship Private Wealth
Massachusetts
$937K +$5.72K +55 +0.6%
13 14
15
16 17