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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
T
476
TNF
Montana
$719K -$21.3K -206 -3%
FC
477
FCA Corp
Texas
$718K – – –
AIA
478
Armor Investment Advisors
North Carolina
$715K -$20.2K -195 -3%
CTA
479
Colonial Trust Advisors
South Carolina
$712K +$19.3K +186 +3%
CWMU
480
Caliber Wealth Management (Utah)
Utah
$705K +$700K +6,762 New
VNIM
481
Vaughan Nelson Investment Management
Texas
$703K -$291K -2,815 -29%
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$702K +$425K +4,110 +157%
MWP
483
Madison Wealth Partners
Wisconsin
$699K -$28.2K -272 -4%
DIA
484
Dean Investment Associates
Ohio
$693K – – –
RF
485
Resolute Financial
Massachusetts
$668K +$412K +3,985 +165%
IC
486
Inscription Capital
Texas
$666K – – –
WPW
487
Waldron Private Wealth
Pennsylvania
$664K – – –
KC
488
Kades & Cheifetz
Pennsylvania
$663K +$658K +6,360 New
TCB
489
Texas Capital Bancshares
Texas
$658K +$654K +6,315 New
SIS
490
Strategic Investment Solutions
Illinois
$649K +$639K +6,177 New
VWM
491
Venturi Wealth Management
Texas
$647K +$5.28K +51 +0.8%
IA
492
IFG Advisory
Georgia
$647K -$120K -1,158 -16%
WTB
493
Washington Trust Bank
Washington
$645K +$640K +6,182 New
LW
494
Libra Wealth
California
$644K – – –
VNA
495
Valley National Advisers
Pennsylvania
$641K +$303K +2,926 +91%
PIMG
496
Patriot Investment Management Group
Tennessee
$637K +$628K +6,064 New
IAA
497
Ironsides Asset Advisors
North Carolina
$636K – – –
FSG
498
Financial Strategies Group
Michigan
$628K -$381K -3,680 -38%
WAL
499
W Advisors LLC
Tennessee
$627K +$61.2K +591 +11%
HWA
500
HCR Wealth Advisors
California
$626K – – –
18 19
20
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