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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
426
HMS Capital Management
Tennessee
$229K -$50.1K -465 -18%
WFA
427
Wipfli Financial Advisors
Wisconsin
$229K +$229K +2,120 New
OAP
428
One Advisory Partners
Kansas
$220K +$220K +2,038 New
FAT
429
First American Trust
California
$219K +$219K +2,031 New
ML
430
McAdam LLC
Pennsylvania
$218K +$1.51K +14 +0.7%
JAG
431
Journey Advisory Group
Kentucky
$216K – – –
PWMG
432
Pinnacle Wealth Management Group
Michigan
$216K +$216K +2,000 New
MPWT
433
MassMutual Private Wealth & Trust
Connecticut
$214K +$7.98K +74 +4%
AWG
434
Altus Wealth Group
Colorado
$208K -$16.7K -155 -7%
CPSC
435
Carl P. Sherr & Co
Massachusetts
$208K – – –
KCA
436
Karn Couzens & Associates
Connecticut
$208K – – –
CFS
437
CRA Financial Services
New Jersey
$208K +$108 +1 +0.1%
GW
438
GW & Wade
Massachusetts
$208K +$208K +1,930 New
FI
439
Financial Insights
Washington
$207K – – –
OWA
440
One Wealth Advisors
California
$206K +$206K +1,913 New
BPB
441
Badgley, Phelps & Bell
Washington
$205K -$43.1K -400 -17%
HBCM
442
Heron Bay Capital Management
Michigan
$201K – – –
SFA
443
Sequoia Financial Advisors
Ohio
$201K – – –
TCB
444
Texas Capital Bancshares
Texas
$201K +$201K +1,867 New
SAM
445
S.A. Mason
Michigan
$194K – – –
CAL
446
Capital Advisors Ltd
Ohio
$191K – – –
FPS
447
Fieldpoint Private Securities
Connecticut
$184K – – –
HDIM
448
Hanson & Doremus Investment Management
Vermont
$179K -$50K -464 -22%
AA
449
Ancora Advisors
Ohio
$175K -$515K -4,779 -75%
BWA
450
BDO Wealth Advisors
Florida
$167K – – –
16 17
18
19 20