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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
376
Harbour Capital Advisors
Virginia
$519K -$381K -3,550 -42%
CAG
377
Crestwood Advisors Group
Massachusetts
$519K +$13.9K +129 +3%
GAM
378
Gould Asset Management
California
$516K -$47.3K -440 -8%
RIM
379
Rockbridge Investment Management
New York
$514K +$8.81K +82 +2%
OWM
380
Orgel Wealth Management
Wisconsin
$510K -$2.36K -22 -0.5%
VAS
381
Vestmark Advisory Solutions
Massachusetts
$504K +$504K +4,694 New
PWM
382
PBMares Wealth Management
Virginia
$503K -$4.72K -44 -0.9%
IWMA
383
Ironwood Wealth Management (Arizona)
Arizona
$500K +$88.7K +826 +22%
HI
384
Harbour Investments
Wisconsin
$497K -$130K -1,212 -21%
MFC
385
Morris Financial Concepts
South Carolina
$497K +$497K +4,628 New
PFA
386
Paradigm Financial Advisors
Missouri
$495K – – –
SFG
387
StrategIQ Financial Group
Indiana
$495K +$250K +2,325 +102%
TIA
388
Traphagen Investment Advisors
New Jersey
$494K – – –
KC
389
Kingfisher Capital
North Carolina
$492K -$1.21M -11,233 -71%
SIM
390
Stratos Investment Management
Ohio
$492K -$105K -975 -18%
JWCA
391
J.W. Cole Advisors
Florida
$485K +$485K +4,520 New
PJSIMP
392
P.J. Schmidt Investment Management (PJS)
Wisconsin
$481K -$115K -1,074 -19%
CWS
393
Cypress Wealth Services
California
$469K +$26.2K +244 +6%
NFG
394
Next Financial Group
Texas
$467K +$122K +1,139 +35%
GWM
395
Geneos Wealth Management
Colorado
$465K +$1.18K +11 +0.3%
AF
396
Apexium Financial
Texas
$464K -$39.4K -367 -8%
MC
397
Moors & Cabot
Massachusetts
$462K +$462K +4,300 New
KA
398
Kovack Advisors
Florida
$461K -$967 -9 -0.2%
PC
399
Prairiewood Capital
North Dakota
$461K +$461K +4,289 New
BFEC
400
Benjamin F. Edwards & Company
Missouri
$460K -$59.1K -550 -11%
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16
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