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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Chesapeake Wealth Management
Virginia
$622K -$24.8K -240 -4%
GP
502
Girard Partners
Pennsylvania
$622K -$6.83K -66 -1%
SCA
503
Scott Capital Advisors
Oregon
$621K +$616K +5,953 New
HI
504
Harbour Investments
Wisconsin
$620K +$34.4K +332 +6%
CCG
505
Chatham Capital Group
Georgia
$610K – – –
IIC
506
Ironwood Investment Counsel
Arizona
$608K +$604K +5,834 New
SPA
507
Shore Point Advisors
New Jersey
$607K +$603K +5,822 New
PCA
508
Prosperity Capital Advisors
Ohio
$607K +$602K +5,820 New
SS
509
Simplicity Solutions
Minnesota
$606K -$1.06M -10,267 -64%
AA
510
Advisory Alpha
Michigan
$604K -$43.1K -416 -7%
SCG
511
Sonata Capital Group
Washington
$593K -$104K -1,000 -15%
NAS
512
Nicolet Advisory Services
Wisconsin
$582K +$575K +5,558 New
WFPG
513
Waller Financial Planning Group
Ohio
$574K -$64.8K -626 -10%
HCA
514
Harbour Capital Advisors
Virginia
$572K -$98.3K -950 -15%
QC
515
Quent Capital
New York
$563K +$237K +2,293 +74%
LGWM
516
Litman Gregory Wealth Management
California
$562K +$48.9K +472 +10%
WCM
517
Wealthcare Capital Management
Virginia
$558K +$554K +5,353 New
BFA
518
Beaumont Financial Advisors
Massachusetts
$558K +$181K +1,748 +49%
FWM
519
Fairhaven Wealth Management
Illinois
$554K +$550K +5,311 New
BFA
520
Beacon Financial Advisory
Ohio
$554K – – –
GSIAS
521
Garden State Investment Advisory Services
New Jersey
$554K +$549K +5,308 New
MCCA
522
Mill Creek Capital Advisors
Pennsylvania
$546K +$542K +5,240 New
LFS
523
Legacy Financial Strategies
Kansas
$542K +$538K +5,194 New
VC
524
Veracity Capital
Georgia
$539K +$83.3K +805 +18%
SWM
525
SigFig Wealth Management
California
$535K -$1.45K -14 -0.2%
19 20
21
22 23