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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
401
Simplicity Wealth
New Jersey
$899K +$176K +1,689 +24%
TWM
402
Trinity Wealth Management
Pennsylvania
$890K -$54.1K -518 -6%
HWP
403
Heritage Wealth Partners
Ohio
$881K -$108K -1,030 -11%
CPBTD
404
Central Pacific Bank - Trust Division
Hawaii
$874K +$26.3K +252 +3%
KC
405
Kades & Cheifetz
Pennsylvania
$861K +$77.6K +743 +10%
PC
406
Prairiewood Capital
North Dakota
$855K +$28.9K +277 +4%
ZIM
407
Zacks Investment Management
Illinois
$851K -$335K -3,211 -28%
GWMR
408
GC Wealth Management RIA
Massachusetts
$848K -$115K -1,097 -12%
WCA
409
Westover Capital Advisors
Delaware
$847K -$157K -1,499 -16%
SCM
410
Steele Capital Management
Iowa
$828K -$101K -962 -11%
FAFN
411
First Affirmative Financial Network
Colorado
$827K +$25.2K +241 +3%
RWP
412
Revolve Wealth Partners
New Jersey
$824K – – –
GA
413
Greenspring Advisors
Maryland
$818K -$646K -6,181 -44%
HWMC
414
Heritage Wealth Management (California)
California
$817K -$73.1K -700 -8%
VPP
415
Vertex Planning Partners
Illinois
$815K – – –
WHCI
416
W.H. Cornerstone Investments
Massachusetts
$813K -$79K -756 -9%
ACS
417
Archford Capital Strategies
Illinois
$800K +$44.1K +422 +6%
FA
418
FF Advisors
California
$800K +$7.73K +74 +1%
DCM
419
Donaldson Capital Management
Indiana
$794K +$793K +7,595 New
PFA
420
Pure Financial Advisors
California
$779K -$35.7K -342 -4%
HF
421
HRT Financial
New York
$773K +$773K +7,401 New
RPA
422
Rock Point Advisors
Vermont
$767K +$767K +7,340 New
CSPIA
423
Cary Street Partners Investment Advisory
Virginia
$766K +$1.25K +12 +0.2%
HVIA
424
Hudson Valley Investment Advisors
New York
$760K -$250K -2,393 -25%
CMBA
425
C.M. Bidwell & Associates
Hawaii
$753K +$2.3K +22 +0.3%
15 16
17
18 19