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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
376
Wedmont Private Capital
Pennsylvania
$1.47M -$83.8K -783 -5%
SIA
377
Soltis Investment Advisors
Utah
$1.46M – – –
EP
378
Edgestream Partners
New Jersey
$1.46M +$120K +1,117 +9%
TLFA
379
True Link Financial Advisors
California
$1.44M +$6.96K +65 +0.5%
JRP
380
Jasper Ridge Partners
California
$1.44M +$1.45M +13,521 New
MWM
381
McNaughton Wealth Management
California
$1.42M -$6.96K -65 -0.5%
RIM
382
Rockbridge Investment Management
New York
$1.42M -$107 -1 -0%
RFP
383
RCS Financial Planning
Maryland
$1.42M +$20.7K +193 +1%
SHWM
384
Smith & Howard Wealth Management
Georgia
$1.4M – – –
PL
385
Plancorp LLC
Missouri
$1.4M – – –
GWCM
386
Godshalk Welsh Capital Management
Pennsylvania
$1.39M -$96.3K -900 -6%
IA
387
IFP Advisors
Florida
$1.39M +$72K +673 +5%
BHWA
388
Beacon Harbor Wealth Advisors
Virginia
$1.38M – – –
PA
389
Parallel Advisors
California
$1.37M -$119K -1,115 -8%
HVIA
390
Hudson Valley Investment Advisors
New York
$1.36M – – –
BCM
391
Becker Capital Management
Oregon
$1.36M +$290K +2,711 +27%
WLIM
392
White Lighthouse Investment Management
Massachusetts
$1.35M – – –
BCM
393
Boltwood Capital Management
California
$1.34M +$80.3K +750 +6%
JIC
394
Johnson Investment Counsel
Ohio
$1.34M +$1.35M +12,604 New
RCP
395
Roan Capital Partners
Tennessee
$1.34M +$1.35M +12,582 New
EFG
396
Ethos Financial Group
Pennsylvania
$1.32M +$369K +3,444 +38%
IA
397
IAM Advisory
Pennsylvania
$1.32M +$8.24K +77 +0.6%
MT
398
Midwest Trust
Kansas
$1.31M +$205K +1,913 +18%
WWA
399
Wingate Wealth Advisors
Massachusetts
$1.31M +$4.71K +44 +0.4%
AWS
400
Arkfeld Wealth Strategies
Nebraska
$1.3M -$11.9K -111 -0.9%
14 15
16
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