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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFPL
451
Investments & Financial Planning LLC
Kentucky
$343K -$12.6K -119 -4%
BWM
452
BCS Wealth Management
Tennessee
$342K – – –
EA
453
Emerald Advisors
Washington
$339K -$85.7K -810 -20%
CPIG
454
Chicago Partners Investment Group
Illinois
$337K +$106 +1 +0%
BC
455
Brio Consultants
California
$337K +$341K +3,224 New
CCA
456
Checchi Capital Advisers
California
$335K – – –
TFA
457
Teamwork Financial Advisors
Texas
$334K -$527K -4,979 -61%
GI
458
Gradient Investments
Minnesota
$332K -$2.01K -19 -0.6%
KL
459
KilterHowling LLC
Colorado
$328K +$39.6K +374 +14%
PA
460
Procyon Advisors
Connecticut
$325K +$329K +3,108 New
FFA
461
First Foundation Advisors
California
$324K – – –
AL
462
ADE LLC
Maryland
$321K – – –
DWM
463
Destination Wealth Management
California
$320K -$88.7K -838 -21%
EHC
464
Everett Harris & Co
California
$314K – – –
PCM
465
Parsons Capital Management
Rhode Island
$314K +$31.7K +300 +11%
HCM
466
Hengehold Capital Management
Ohio
$314K +$317K +3,000 New
GWMIA
467
Global Wealth Management Investment Advisory
Florida
$312K +$6.35K +60 +2%
HGWM
468
Horst & Graben Wealth Management
Oregon
$311K -$15.8K -149 -5%
CAL
469
Capital Analysts LLC
Pennsylvania
$311K +$13.2K +125 +4%
PCA
470
Permit Capital Advisors
Pennsylvania
$308K +$315K +2,974 New
HKIM
471
Hayek Kallen Investment Management
Alabama
$306K +$10.6K +100 +4%
SFG
472
SevenBridge Financial Group
Pennsylvania
$304K – – –
QC
473
Quent Capital
New York
$302K +$40.4K +382 +15%
PPW
474
Pinnacle Private Wealth
Massachusetts
$299K – – –
EM
475
Excalibur Management
Massachusetts
$298K -$503K -4,754 -63%
17 18
19
20 21