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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
426
BLB&B Advisors
Pennsylvania
$249K – – –
HI
427
Hendershot Investments
Virginia
$248K +$1.94K +18 +0.8%
BWG
428
Beta Wealth Group
California
$247K – – –
SIM
429
Studio Investment Management
Illinois
$247K +$248K +2,300 New
SFG
430
StrategIQ Financial Group
Indiana
$246K -$17.3K -160 -7%
AIC
431
Ameritas Investment Company
Nebraska
$246K +$166K +1,538 +206%
GP
432
Girard Partners
Pennsylvania
$245K -$48K -445 -16%
HWAM
433
Hennion & Walsh Asset Management
New Jersey
$242K +$243K +2,250 New
AWG
434
Altus Wealth Group
Colorado
$240K +$32.6K +302 +16%
BPWM
435
Badgley Phelps Wealth Managers
Washington
$237K +$237K +2,200 New
EBT
436
Enterprise Bank & Trust
Massachusetts
$235K -$12.9K -120 -5%
OGF
437
Orin Green Financial
California
$232K -$5.5K -51 -2%
RFC
438
Regions Financial Corp
Alabama
$231K +$231K +2,142 New
WFA
439
Wipfli Financial Advisors
Wisconsin
$228K – – –
HDIM
440
Hanson & Doremus Investment Management
Vermont
$228K +$50K +464 +28%
BSWM
441
Boston Standard Wealth Management
Massachusetts
$228K +$229K +2,123 New
RSWM
442
Robertson Stephens Wealth Management
California
$226K -$4.96K -46 -2%
IAIM
443
International Assets Investment Management
Florida
$222K +$223K +2,066 New
PS
444
Portfolio Solutions
Michigan
$221K +$222K +2,055 New
ML
445
McAdam LLC
Pennsylvania
$218K +$647 +6 +0.3%
SMA
446
Sage Mountain Advisors
Georgia
$215K -$83K -770 -28%
SVWAG
447
Sound View Wealth Advisors Group
Georgia
$215K -$80.9K -750 -27%
JAG
448
Journey Advisory Group
Kentucky
$215K – – –
FWP
449
FAS Wealth Partners
Kansas
$212K -$750K -6,950 -78%
CPSC
450
Carl P. Sherr & Co
Massachusetts
$208K – – –
16 17
18
19 20