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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LW
451
Linscomb Wealth
Texas
$878K +$64.1K +600 +8%
GI
452
Gradient Investments
Minnesota
$876K +$330K +3,088 +60%
ACP
453
Aviance Capital Partners
Florida
$872K -$2.24K -21 -0.3%
CG
454
Clarus Group
Texas
$867K -$189K -1,771 -18%
CWM
455
Certus Wealth Management
California
$860K -$287K -2,688 -25%
IP
456
Investment Partners
Ohio
$856K +$130K +1,215 +18%
JAA
457
Joel Adams & Associates
North Carolina
$850K -$54.2K -508 -6%
FHA
458
Flagship Harbor Advisors
Massachusetts
$850K +$256K +2,393 +43%
NB
459
NBT Bank
New York
$849K – – –
EIA
460
Edgemoor Investment Advisors
Maryland
$849K -$96.1K -900 -10%
APW
461
Austin Private Wealth
Texas
$847K -$394K -3,686 -32%
FAFN
462
First Affirmative Financial Network
Colorado
$846K +$4.38K +41 +0.5%
TWP
463
Triad Wealth Partners
Kansas
$846K +$210K +1,969 +33%
PSA
464
Plum Street Advisors
Louisiana
$841K +$37.6K +352 +5%
AWA
465
Aletheian Wealth Advisors
Washington
$837K -$8.65K -81 -1%
IA
466
IFG Advisory
Georgia
$831K +$19.1K +179 +2%
EFG
467
Everhart Financial Group
Ohio
$824K -$53.2K -498 -6%
PP
468
Patten & Patten
Tennessee
$814K -$168K -1,575 -17%
CSP
469
Cary Street Partners
Virginia
$812K – – –
BSTWA
470
Blake Schutter Theil Wealth Advisors
Ohio
$811K – – –
VIM
471
Vista Investment Management
Pennsylvania
$810K – – –
SGFG
472
Silver Grove Financial Group
New York
$804K +$804K +7,527 New
VCM
473
Vivaldi Capital Management
Illinois
$801K -$546K -5,111 -41%
TWP
474
Total Wealth Planning
Ohio
$797K -$35K -328 -4%
HI
475
Harbour Investments
Wisconsin
$794K +$195K +1,824 +33%
17 18
19
20 21