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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
376
Riverview Trust Company
Washington
$550K – – –
OAM
377
Occidental Asset Management
California
$548K – – –
CL
378
CPWM LLC
Washington
$547K +$1.38K +13 +0.2%
RRC
379
Relaxing Retirement Coach
Massachusetts
$529K -$1.21M -11,475 -69%
RIM
380
Rockbridge Investment Management
New York
$526K +$26.1K +247 +5%
RWP
381
Ridgecrest Wealth Partners
California
$520K -$3.62M -34,210 -87%
AWA
382
Aletheian Wealth Advisors
Washington
$517K -$22.3K -211 -4%
NL
383
NWAM LLC
Washington
$515K -$212K -2,005 -29%
WWM
384
Wiser Wealth Management
Georgia
$510K -$20.8K -197 -4%
LFA
385
Legacy Financial Advisors
Kentucky
$508K +$513K +4,852 New
HSWM
386
Hubbell Strickland Wealth Management
Louisiana
$506K -$22.3K -211 -4%
FM
387
Foster & Motley
Ohio
$506K +$97.4K +920 +23%
SG
388
StoneX Group
New York
$503K +$253K +2,387 +98%
PA
389
Parallel Advisors
California
$502K -$2.41M -22,764 -83%
SFG
390
StrategIQ Financial Group
Indiana
$501K +$18.5K +175 +4%
MLA
391
My Legacy Advisors
Oregon
$501K +$507K +4,793 New
WWMSC
392
Wagner Wealth Management (South Carolina)
South Carolina
$500K +$172K +1,626 +52%
JCM
393
Jacobsen Capital Management
Utah
$499K -$102K -963 -17%
NVCHI
394
New Vernon Capital Holdings II
New Jersey
$497K +$503K +4,756 New
MWM
395
Mattern Wealth Management
Kansas
$493K -$180K -1,699 -27%
SIM
396
Stratos Investment Management
Ohio
$489K +$9.74K +92 +2%
GAM
397
Gould Asset Management
California
$485K -$18K -170 -4%
JWCA
398
J.W. Cole Advisors
Florida
$484K +$10.9K +103 +2%
CAG
399
Crestwood Advisors Group
Massachusetts
$481K -$25.3K -239 -5%
TIA
400
Traphagen Investment Advisors
New Jersey
$481K – – –
14 15
16
17 18