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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
426
Advisornet Financial
Minnesota
$727K +$736K +7,047 +21,355%
AIA
427
Armor Investment Advisors
North Carolina
$724K -$51.7K -495 -7%
EH
428
Equitable Holdings
New York
$723K +$125K +1,197 +20%
MWP
429
Madison Wealth Partners
Wisconsin
$716K +$56.4K +540 +8%
FC
430
FCA Corp
Texas
$707K -$21.9K -210 -3%
SCG
431
Sonata Capital Group
Washington
$686K -$10.4K -100 -1%
PWM
432
PBMares Wealth Management
Virginia
$685K +$178K +1,708 +34%
DIA
433
Dean Investment Associates
Ohio
$683K – – –
CTA
434
Colonial Trust Advisors
South Carolina
$682K +$693K +6,640 New
AIM
435
Alhambra Investment Management
Florida
$681K -$227K -2,178 -25%
WA
436
Wealth Architects
California
$678K -$52.5K -503 -7%
WAG
437
Winthrop Advisory Group
Massachusetts
$676K -$1.67M -15,994 -71%
KWS
438
Keystone Wealth Services
California
$666K -$168K -1,607 -20%
SFG
439
StrategIQ Financial Group
Indiana
$665K +$308K +2,947 +83%
WPW
440
Waldron Private Wealth
Pennsylvania
$664K -$3.27M -31,355 -83%
HCA
441
Harbour Capital Advisors
Virginia
$663K +$49.6K +475 +8%
BWM
442
BCGM Wealth Management
Indiana
$658K -$252K -2,411 -27%
IC
443
Inscription Capital
Texas
$656K – – –
ACS
444
Archford Capital Strategies
Illinois
$652K -$41K -393 -6%
SSW
445
Stone Summit Wealth
Florida
$640K +$165K +1,585 +34%
CWM
446
Chesapeake Wealth Management
Virginia
$638K +$115K +1,100 +22%
AA
447
Advisory Alpha
Michigan
$637K +$69.6K +667 +12%
SF
448
Summit Financial
New Jersey
$636K +$646K +6,191 New
LW
449
Libra Wealth
California
$634K – – –
AWM
450
Avitas Wealth Management
California
$633K -$5.53K -53 -0.9%
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18
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