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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
451
Antonetti Capital Management
Florida
$534K -$93.4K -898 -15%
MWM
452
MorganRosel Wealth Management
Colorado
$528K +$525K +5,047 New
PWM
453
PBMares Wealth Management
Virginia
$519K +$46.3K +445 +10%
LA
454
LexAurum Advisors
Kansas
$516K +$305K +2,935 +147%
PWM
455
Perigon Wealth Management
California
$515K -$1.92M -18,457 -79%
GIA
456
Gladstone Institutional Advisory
Florida
$515K -$664K -6,380 -56%
LGWM
457
Litman Gregory Wealth Management
California
$514K +$511K +4,914 New
CGFA
458
Colton Groome Financial Advisors
North Carolina
$509K -$324K -3,115 -39%
HSWM
459
Hubbell Strickland Wealth Management
Louisiana
$506K -$104 -1 -0%
JCM
460
Jacobsen Capital Management
Utah
$500K +$936 +9 +0.2%
SFMG
461
Sage Financial Management Group
Virginia
$500K +$497K +4,778 New
MLA
462
My Legacy Advisors
Oregon
$498K -$4.06K -39 -0.8%
COCM
463
Charter Oak Capital Management
New Hampshire
$496K +$493K +4,743 New
IGWM
464
ICA Group Wealth Management
Colorado
$495K +$273K +2,627 +124%
FVWA
465
Foster Victor Wealth Advisors
South Carolina
$494K -$85.1K -818 -15%
RA
466
Riversedge Advisors
Delaware
$490K -$328K -3,154 -40%
SSW
467
Stone Summit Wealth
Florida
$487K -$335K -3,218 -41%
RA
468
RFG Advisory
Alabama
$484K +$479K +4,608 New
AWM
469
Axxcess Wealth Management
California
$484K +$482K +4,628 New
FAIM
470
Financial Advocates Investment Management
Washington
$482K -$160K -1,536 -25%
SIM
471
Stratos Investment Management
Ohio
$480K -$9.36K -90 -2%
GLLW
472
Graves Light Lenhart Wealth
Virginia
$479K -$104 -1 -0%
DI
473
Disciplined Investments
Oklahoma
$474K -$111K -1,063 -19%
JWCA
474
J.W. Cole Advisors
Florida
$474K -$9.88K -95 -2%
TIA
475
Traphagen Investment Advisors
New Jersey
$473K -$7.8K -75 -2%
17 18
19
20 21