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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
501
UMB Bank
Missouri
$458K -$445K -4,267 -49%
MWM
502
Mattern Wealth Management
Kansas
$458K – – –
APIM
503
Agate Pass Investment Management
Washington
$454K +$99.6K +954 +27%
SWP
504
ShoreHaven Wealth Partners
New Jersey
$454K +$462K +4,425 New
VC
505
Veracity Capital
Georgia
$448K +$455K +4,360 New
FVWA
506
Foster Victor Wealth Advisors
South Carolina
$447K -$38.3K -367 -8%
GFPC
507
Global Financial Private Client
Florida
$445K +$82.7K +792 +22%
FF
508
FourThought Financial
Florida
$445K -$448K -4,288 -50%
WWM
509
Wiser Wealth Management
Georgia
$437K +$445K +4,260 New
LWP
510
Lumature Wealth Partners
Georgia
$434K -$276K -2,648 -39%
AFPL
511
Advus Financial Partners, LLC
Florida
$432K +$177K +1,694 +67%
KA
512
Kovack Advisors
Florida
$432K – – –
OAM
513
Occidental Asset Management
California
$431K +$72.6K +695 +20%
GAM
514
Gould Asset Management
California
$430K -$22.4K -215 -5%
LWMG
515
Levy Wealth Management Group
Pennsylvania
$428K +$435K +4,171 New
SIM
516
Stratos Investment Management
Ohio
$421K -$50.5K -484 -11%
AA
517
Auxano Advisors
Washington
$416K – – –
AIM
518
AMI Investment Management
Indiana
$408K -$4.91K -47 -1%
RFP
519
Roth Financial Partners
Texas
$405K -$742K -7,107 -64%
BWM
520
Benchmark Wealth Management
Connecticut
$402K – – –
DC
521
DeDora Capital
California
$402K +$409K +3,920 New
TI
522
Tidal Investments
Wisconsin
$399K – – –
PO
523
Private Ocean
California
$394K +$2.19K +21 +0.5%
SAF
524
Smith Anglin Financial
Texas
$392K +$141K +1,349 +55%
AFC
525
AFT Forsyth & Company
Florida
$391K -$10.4K -100 -3%
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