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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
– -$2.77M -25,965 Closed
AI
377
Atria Investments
North Carolina
– -$1.94M -18,185 Closed
CCM
378
Coldstream Capital Management
Washington
– -$1.71M -15,984 Closed
FI
379
FormulaFolio Investments
Michigan
– -$1.03M -9,612 Closed
MWM
380
Merriman Wealth Management
Washington
– -$880K -8,240 Closed
RA
381
Riversedge Advisors
Delaware
– -$747K -7,000 Closed
PPW
382
Pasadena Private Wealth
California
– -$684K -6,409 Closed
RHP
383
Royal Harbor Partners
Texas
– -$640K -5,993 Closed
RTS
384
Round Table Services
New Jersey
– -$369K -3,456 Closed
Wealth Enhancement Advisory Services
385
Wealth Enhancement Advisory Services
Minnesota
– -$333K -3,121 Closed
PAS
386
Park Avenue Securities
New York
– -$329K -3,079 Closed
SPA
387
Sentinel Pension Advisors
Massachusetts
– -$316K -2,956 Closed
LFA
388
Legacy Financial Advisors
Kentucky
– -$311K -2,915 Closed
PIMG
389
Patriot Investment Management Group
Tennessee
– -$299K -2,805 Closed
JWCA
390
J.W. Cole Advisors
Florida
– -$299K -2,803 Closed
AIP
391
Almanack Investment Partners
Pennsylvania
– -$298K -2,791 Closed
LL
392
LPWM LLC
Minnesota
– -$287K -2,691 Closed
JIP
393
Jaffetilchin Investment Partners
Florida
– -$277K -2,596 Closed
CFG
394
Cooper Financial Group
California
– -$270K -2,525 Closed
TJHA
395
Thomas J. Herzfeld Advisors
Florida
– -$269K -2,516 Closed
WKWM
396
Walter & Keenan Wealth Management
Indiana
– -$267K -2,500 Closed
CA
397
Cetera Advisors
Colorado
– -$266K -2,498 Closed
CBA
398
Coastal Bridge Advisors
Connecticut
– -$256K -2,394 Closed
1WA
399
180 Wealth Advisors
Washington
– -$231K -2,154 Closed
9WM
400
9258 Wealth Management
Ohio
– -$228K -2,132 Closed