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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
351
1620 Investment Advisors
Massachusetts
$1.12M +$160K +1,530 +16%
HCM
352
Highview Capital Management
Illinois
$1.12M – – –
DWT
353
Dorsey & Whitney Trust
South Dakota
$1.12M -$142K -1,362 -11%
MA
354
McBroom & Associates
Nevada
$1.11M +$51.2K +490 +5%
CTA
355
Chesley Taft & Associates
Illinois
$1.1M -$151K -1,450 -12%
AWAG
356
ARS Wealth Advisors Group
Florida
$1.1M – – –
AWM
357
AAF Wealth Management
Massachusetts
$1.1M +$171K +1,635 +18%
RFC
358
Regions Financial Corp
Alabama
$1.08M +$1.1M +10,493 New
FFA
359
Fragasso Financial Advisors
Pennsylvania
$1.07M +$626 +6 +0.1%
HCM
360
Hamlin Capital Management
New York
$1.07M +$1.09M +10,467 New
AR
361
Apeiron RIA
Texas
$1.07M -$262K -2,514 -19%
LA
362
LexAurum Advisors
Kansas
$1.07M +$573K +5,484 +111%
CCFCSB
363
Cape Cod Five Cents Savings Bank
Massachusetts
$1.05M -$144K -1,379 -12%
AWA
364
Archvest Wealth Advisors
California
$1.05M +$199K +1,910 +23%
MRWM
365
ML&R Wealth Management
Texas
$1.04M +$1.06M +10,138 New
WA
366
WBH Advisory
Maryland
$1.04M -$1.46M -13,985 -58%
VAS
367
Vestmark Advisory Solutions
Massachusetts
$1.03M -$197K -1,890 -16%
AAM
368
Austin Asset Management
Texas
$1.02M – – –
SWP
369
Strategic Wealth Partners
Ohio
$1.02M +$182K +1,746 +21%
JSW
370
Journey Strategic Wealth
New Jersey
$1.01M +$1.03M +9,834 New
GPA
371
Guidance Point Advisors
Massachusetts
$1.01M -$353K -3,380 -26%
ECM
372
Exchange Capital Management
Michigan
$999K -$72.8K -697 -7%
AAM
373
Autus Asset Management
Arizona
$996K – – –
FSG
374
Financial Strategies Group
Michigan
$996K +$34.1K +327 +3%
VNIM
375
Vaughan Nelson Investment Management
Texas
$981K -$8.87K -85 -0.9%
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