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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
476
Valley National Advisers
Pennsylvania
$604K +$48.8K +465 +9%
CWM
477
Chesapeake Wealth Management
Virginia
$604K – – –
ICG
478
InterOcean Capital Group
Tennessee
$602K +$84K +800 +16%
AAS
479
Ameritas Advisory Services
Nebraska
$598K -$667K -6,348 -53%
LW
480
Libra Wealth
California
$597K – – –
DWM
481
Destination Wealth Management
California
$595K +$48.3K +460 +9%
MFG
482
Merit Financial Group
Georgia
$591K +$116K +1,102 +24%
LSAG
483
Lake Street Advisors Group
New Hampshire
$589K -$12.5M -118,621 -95%
SAF
484
Smith Anglin Financial
Texas
$589K -$65.2K -621 -10%
GC
485
Grimes & Company
Massachusetts
$582K -$378K -3,596 -39%
HL
486
HeadInvest LLC
Maine
$580K +$581K +5,536 New
SAM
487
SP Asset Management
California
$576K – – –
AWA
488
Archvest Wealth Advisors
California
$575K -$495K -4,717 -46%
BRIA
489
Balanced Rock Investment Advisors
Massachusetts
$574K -$302K -2,874 -34%
DAS
490
Diversify Advisory Services
Utah
$571K +$574K +5,463 New
NWM
491
Napa Wealth Management
California
$568K -$238K -2,264 -29%
JFGIW
492
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$550K +$484K +4,612 +718%
TF
493
Theory Financial
Colorado
$549K +$50.4K +480 +10%
WA
494
WBH Advisory
Maryland
$539K -$18.2K -173 -3%
WPW
495
Waldron Private Wealth
Pennsylvania
$526K – – –
WPC
496
Wedmont Private Capital
Pennsylvania
$525K -$532K -5,068 -50%
CIP
497
Capital Insight Partners
Arizona
$525K +$15.6K +149 +3%
HAIM
498
Hunter Associates Investment Management
Pennsylvania
$524K -$262K -2,500 -33%
PA
499
Procyon Advisors
Connecticut
$523K -$87.1K -830 -14%
BFG
500
Bleakley Financial Group
New Jersey
$523K +$37.8K +360 +8%
18 19
20
21 22