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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
AllSquare Wealth Management
New York
$54K – – –
WCG
377
Weaver Consulting Group
California
$54K – – –
SSWG
378
Seven Springs Wealth Group
Tennessee
$51K – – –
TIM
379
Tortoise Investment Management
New York
$51K +$40.2K +375 +375%
BCWM
380
Bartlett & Co Wealth Management
Ohio
$50.3K – – –
BC
381
Bartlett & Co
Ohio
$50K – – –
CAM
382
Caprin Asset Management
Virginia
$48K – – –
LGWM
383
Litman Gregory Wealth Management
California
$45K – – –
PO
384
Private Ocean
California
$43K – – –
EK
385
Evensky & Katz
Florida
$41K -$10.7K -100 -21%
ADL
386
Asset Dedication LLC
California
$41K -$3.75K -35 -8%
AWM
387
Avior Wealth Management
Nebraska
$41K – – –
SL
388
Savior LLC
Massachusetts
$39K – – –
AW
389
Alpha Windward
Massachusetts
$38K -$17.1K -160 -31%
VNA
390
Valley National Advisers
Pennsylvania
$35K – – –
PB
391
Pinnacle Bancorp
Nebraska
$35K +$34.3K +320 New
EP
392
Eudaimonia Partners
Tennessee
$32K -$53.5K -500 -63%
PWP
393
Principle Wealth Partners
Connecticut
$32K +$32.1K +300 New
RP
394
Rice Partnership
Hawaii
$30K +$5.25K +49 +22%
IFA
395
Interactive Financial Advisors
Illinois
$29K – – –
WB
396
Webster Bank
Connecticut
$27K – – –
CWC
397
Carolinas Wealth Consulting
North Carolina
$26K +$107 +1 +0.4%
SCA
398
Stonebridge Capital Advisors
Minnesota
$20K – – –
FA
399
Faithward Advisors
Pennsylvania
$12K -$2.89K -27 -20%
LWM
400
Liberty Wealth Management
California
$8K – – –
14 15
16
17 18