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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
401
Brasada Capital Management
Texas
$260K – – –
SSWM
402
Sheets Smith Wealth Management
North Carolina
$258K -$10.8K -100 -4%
AWMS
403
Advocacy Wealth Management Services
Georgia
$255K – – –
MI
404
Moneywise Inc
Virginia
$254K +$324 +3 +0.1%
BFM
405
Broadview Financial Management
Wisconsin
$253K -$11.7K -108 -4%
EBT
406
Enterprise Bank & Trust
Massachusetts
$253K – – –
W
407
Wealthquest
Ohio
$252K +$15.2K +141 +6%
BBA
408
BLB&B Advisors
Pennsylvania
$249K – – –
BPB
409
Badgley, Phelps & Bell
Washington
$248K -$97.1K -900 -28%
SFG
410
StrategIQ Financial Group
Indiana
$246K +$42.3K +392 +21%
CA
411
Continuum Advisory
Idaho
$246K +$246K +2,277 New
MFS
412
McNamara Financial Services
Massachusetts
$244K +$243K +2,256 New
CT
413
Cambridge Trust
Massachusetts
$243K – – –
HCM
414
Howland Capital Management
Massachusetts
$243K +$243K +2,250 New
RC
415
Rinet Company
Massachusetts
$243K +$243K +2,250 New
DADC
416
D.A. Davidson & Co
Montana
$241K -$500K -4,630 -67%
GVAG
417
Great Valley Advisor Group
Delaware
$241K -$26K -241 -10%
PB
418
Pinnacle Bancorp
Nebraska
$241K +$59.9K +555 +33%
HB
419
Homrich & Berg
Georgia
$237K -$23.1K -214 -9%
IIC
420
Ironwood Investment Counsel
Arizona
$235K -$36.7K -340 -13%
CFA
421
Carroll Financial Associates
North Carolina
$234K +$6.58K +61 +3%
AAS
422
Avantax Advisory Services
Texas
$230K +$229K +2,122 New
HDIM
423
Hanson & Doremus Investment Management
Vermont
$229K – – –
RSWM
424
Robertson Stephens Wealth Management
California
$226K – – –
AWG
425
Altus Wealth Group
Colorado
$225K -$176K -1,629 -44%
15 16
17
18 19