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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
451
Red Tortoise LLC
Georgia
$783K +$176K +1,670 +29%
HWP
452
Heritage Wealth Partners
Ohio
$781K -$15.6K -148 -2%
MIS
453
Morningstar Investment Services
Illinois
$778K +$779K +7,373 New
FHC
454
First Heartland Consultants
Missouri
$773K +$121K +1,142 +18%
CSP
455
Cary Street Partners
Virginia
$772K +$773K +7,322 New
GS
456
GWN Securities
Florida
$770K +$770K +7,292 New
HI
457
Harbour Investments
Wisconsin
$764K +$183K +1,737 +32%
CA
458
Crewe Advisors
Utah
$764K +$458K +4,340 +150%
EFG
459
Ethos Financial Group
Pennsylvania
$754K +$458K +4,339 +154%
TWM
460
Trinity Wealth Management
Pennsylvania
$749K +$65.3K +618 +10%
CFG
461
Carr Financial Group
Massachusetts
$748K +$4.75K +45 +0.6%
STA
462
Smith Thornton Advisors
Alabama
$742K +$9.19K +87 +1%
BFA
463
Beaumont Financial Advisors
Massachusetts
$739K – – –
PSA
464
Plum Street Advisors
Louisiana
$737K +$123K +1,168 +20%
AWA
465
Aletheian Wealth Advisors
Washington
$737K +$215K +2,036 +41%
FA
466
FF Advisors
California
$737K – – –
CA
467
Continuum Advisory
Idaho
$737K +$2.43K +23 +0.3%
MIA
468
MainStreet Investment Advisors
Illinois
$731K +$153K +1,450 +26%
VNIM
469
Vaughan Nelson Investment Management
Texas
$714K – – –
TFG
470
Tilson Financial Group
New Jersey
$712K -$61K -578 -8%
CISOA
471
Capital Investment Services of America
Wisconsin
$712K +$211K +2,000 +42%
SB
472
Strategic Blueprint
Georgia
$711K -$99K -937 -12%
SL
473
SWMG LLC
Texas
$711K -$8.55K -81 -1%
DIA
474
Dean Investment Associates
Ohio
$701K – – –
CPBTD
475
Central Pacific Bank - Trust Division
Hawaii
$701K -$181K -1,715 -21%
17 18
19
20 21