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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MRWM
476
ML&R Wealth Management
Texas
$689K – – –
VNIM
477
Vaughan Nelson Investment Management
Texas
$689K -$11.7K -112 -2%
FA
478
Flagstar Advisors
New York
$688K +$184K +1,773 +37%
CFGF
479
Compass Financial Group (Florida)
Florida
$684K -$1.54M -14,812 -70%
WT
480
Whittier Trust
California
$674K -$14.3K -137 -2%
RFP
481
RCS Financial Planning
Maryland
$666K -$75.4K -725 -10%
AWM
482
Avior Wealth Management
Nebraska
$665K +$639K +6,145 +3,793%
SAF
483
Smith Anglin Financial
Texas
$658K +$118K +1,131 +22%
PCMC
484
Private Capital Management (Colorado)
Colorado
$658K +$450K +4,330 +227%
TIA
485
Traphagen Investment Advisors
New Jersey
$655K -$2.81K -27 -0.4%
MCM
486
MidAtlantic Capital Management
Virginia
$647K +$638K +6,138 New
CFG
487
Carr Financial Group
Massachusetts
$633K – – –
RF
488
RHS Financial
California
$631K +$84.3K +810 +16%
HFA
489
High Falls Advisors
New York
$630K -$818K -7,859 -57%
CTA
490
Colonial Trust Advisors
South Carolina
$626K +$104 +1 +0%
TSS
491
Two Sigma Securities
New York
$623K +$95K +913 +18%
IA
492
IFG Advisory
Georgia
$622K +$90.3K +868 +17%
SFMG
493
Sage Financial Management Group
Virginia
$616K -$481K -4,624 -44%
PA
494
Procyon Advisors
Connecticut
$614K +$136K +1,311 +29%
TC
495
TAGStone Capital
North Carolina
$610K +$6.14K +59 +1%
CWM
496
Chesapeake Wealth Management
Virginia
$608K -$28.6K -275 -5%
KWM
497
Kingsview Wealth Management
Oregon
$605K -$94.6K -909 -14%
AC
498
AlphaCore Capital
California
$602K -$301K -2,894 -34%
LW
499
Libra Wealth
California
$601K – – –
CCG
500
Cypress Capital Group
Florida
$598K -$772K -7,422 -57%
18 19
20
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