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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MI
376
Moneywise Inc
Virginia
$254K +$863 +8 +0.3%
AAS
377
Annex Advisory Services
Wisconsin
$254K +$254K +2,354 New
BWM
378
Benchmark Wealth Management
Connecticut
$250K – – –
BBA
379
BLB&B Advisors
Pennsylvania
$250K – – –
CFGS
380
Concourse Financial Group Securities
Alabama
$245K +$94.4K +875 +63%
CT
381
Cambridge Trust
Massachusetts
$243K – – –
CFA
382
Cahill Financial Advisors
Minnesota
$241K +$240K +2,226 New
W
383
Wealthquest
Ohio
$237K +$20.7K +192 +10%
OGF
384
Orin Green Financial
California
$233K +$232K +2,153 New
HDIM
385
Hanson & Doremus Investment Management
Vermont
$229K +$50.1K +464 +28%
CFA
386
Carroll Financial Associates
North Carolina
$228K +$9.93K +92 +5%
RSWM
387
Robertson Stephens Wealth Management
California
$227K – – –
PWM
388
Perigon Wealth Management
California
$227K +$226K +2,098 New
CB
389
CNB Bank
Pennsylvania
$224K – – –
BWA
390
BDO Wealth Advisors
Florida
$222K – – –
AA
391
Argent Advisors
Louisiana
$220K +$220K +2,037 New
KOMWMG
392
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$217K +2,008 New
JAG
393
Journey Advisory Group
Kentucky
$216K +$216K +2,000 New
ML
394
McAdam LLC
Pennsylvania
$214K +$1.08K +10 +0.5%
SF
395
Synovus Financial
Georgia
$213K +$212K +1,969 New
SFA
396
Sequoia Financial Advisors
Ohio
$209K – – –
CPSC
397
Carl P. Sherr & Co
Massachusetts
$209K +$208K +1,929 New
RPCA
398
Running Point Capital Advisors
California
$209K +$208K +1,930 New
KCA
399
Karn Couzens & Associates
Connecticut
$209K +$208K +1,932 New
FI
400
Financial Insights
Washington
$208K – – –
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16
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