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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
501
MONECO Advisors
Connecticut
$236K -$85.4K -795 -26%
PS
502
Portfolio Solutions
Michigan
$236K +$15K +140 +7%
EBT
503
Enterprise Bank & Trust
Massachusetts
$234K – – –
CHA
504
Cooper/Haims Advisors
New York
$233K +$233K +2,170 New
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$230K -$41.3K -385 -15%
CFG
506
Citizens Financial Group
Rhode Island
$229K +$229K +2,133 New
HDIM
507
Hanson & Doremus Investment Management
Vermont
$228K – – –
OGF
508
Orin Green Financial
California
$228K – – –
ML
509
McAdam LLC
Pennsylvania
$228K +$10.7K +100 +5%
WFA
510
Wipfli Financial Advisors
Wisconsin
$228K – – –
RSWM
511
Robertson Stephens Wealth Management
California
$227K +$2.15K +20 +1%
RWI
512
Red Wave Investments
Pennsylvania
$225K +$225K +2,096 New
CFA
513
Cahill Financial Advisors
Minnesota
$224K -$70.5K -656 -24%
SFP
514
Strategic Financial Planning
Texas
$221K -$170K -1,579 -43%
WCA
515
Westover Capital Advisors
Delaware
$218K +$219K +2,035 New
JAG
516
Journey Advisory Group
Kentucky
$215K – – –
SMA
517
Sage Mountain Advisors
Georgia
$215K – – –
SVWAG
518
Sound View Wealth Advisors Group
Georgia
$215K – – –
APIM
519
Agate Pass Investment Management
Washington
$215K +$215K +1,999 New
CA
520
Cornerstone Advisory
Maryland
$214K +$215K +2,000 New
FWP
521
FAS Wealth Partners
Kansas
$212K +$430 +4 +0.2%
LWP
522
Legacy Wealth Planning
Nevada
$209K -$90.6K -844 -30%
CPSC
523
Carl P. Sherr & Co
Massachusetts
$207K – – –
DADC
524
D.A. Davidson & Co
Montana
$206K -$322 -3 -0.2%
FI
525
Financial Insights
Washington
$206K – – –
19 20
21
22 23