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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$765K – – –
CAMG
452
CWA Asset Management Group
Florida
$762K -$27.9K -267 -4%
ACP
453
Aviance Capital Partners
Florida
$755K -$313 -3 -0%
DWA
454
Delap Wealth Advisory
Oregon
$742K -$10.4K -100 -1%
RSWM
455
Robertson Stephens Wealth Management
California
$738K +$3.65K +35 +0.5%
CPW
456
Catalyst Private Wealth
California
$730K – – –
SWP
457
Summit Wealth Partners
Florida
$725K +$2.09K +20 +0.3%
GFPC
458
Global Financial Private Client
Florida
$717K -$10.1K -97 -1%
T
459
TNF
Montana
$717K – – –
VNIM
460
Vaughan Nelson Investment Management
Texas
$702K -$3.65K -35 -0.5%
DIA
461
Dean Investment Associates
Ohio
$696K – – –
MRWM
462
ML&R Wealth Management
Texas
$692K -$652K -6,244 -49%
JSA
463
Jacobson & Schmitt Advisors
Wisconsin
$691K -$522K -4,997 -43%
MWP
464
Madison Wealth Partners
Wisconsin
$686K -$15.1K -145 -2%
WA
465
WBH Advisory
Maryland
$682K +$680K +6,517 New
NL
466
NWAM LLC
Washington
$681K -$1.14M -10,947 -63%
CWS
467
Cypress Wealth Services
California
$680K -$102K -978 -13%
LA
468
LexAurum Advisors
Kansas
$675K -$465K -4,453 -41%
CTA
469
Colonial Trust Advisors
South Carolina
$671K -$43.5K -417 -6%
OHIS
470
Oak Harvest Investment Services
Texas
$664K +$662K +6,344 New
SIS
471
Strategic Investment Solutions
Illinois
$658K +$11.8K +113 +2%
WFAG
472
Worth Financial Advisory Group
North Carolina
$653K +$384K +3,680 +144%
FC
473
FCA Corp
Texas
$652K -$68.2K -653 -9%
AIA
474
Armor Investment Advisors
North Carolina
$652K -$65.6K -628 -9%
CWM
475
Chesapeake Wealth Management
Virginia
$651K +$25.6K +245 +4%
17 18
19
20 21