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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
ASB Consultores
Florida
$534K +$264K +2,540 +98%
VNA
502
Valley National Advisers
Pennsylvania
$533K -$34.7K -333 -6%
BBA
503
Braun-Bostich & Associates
Pennsylvania
$525K – – –
WFAG
504
Worth Financial Advisory Group
North Carolina
$524K -$125K -1,200 -19%
BFA
505
Beaumont Financial Advisors
Massachusetts
$517K – – –
SAF
506
Smith Anglin Financial
Texas
$512K -$21.1K -203 -4%
RA
507
Riversedge Advisors
Delaware
$505K +$1.67K +16 +0.3%
JCM
508
Jacobsen Capital Management
Utah
$503K +$2.08K +20 +0.4%
ICG
509
InterOcean Capital Group
Tennessee
$503K +$190K +1,830 +61%
BAM
510
Belpointe Asset Management
Nevada
$495K -$354K -3,400 -42%
PFGIA
511
Patriot Financial Group Insurance Agency
Massachusetts
$494K +$56.1K +539 +13%
CISOA
512
Capital Investment Services of America
Wisconsin
$494K – – –
WPW
513
Waldron Private Wealth
Pennsylvania
$493K – – –
GAM
514
Gould Asset Management
California
$492K +$8.33K +80 +2%
GEA
515
Glen Eagle Advisors
New Jersey
$490K +$333K +3,200 +224%
LRPA
516
L. Roy Papp & Associates
Arizona
$484K – – –
LFS
517
Legacy Financial Strategies
Kansas
$477K -$290K -2,787 -38%
AWS
518
Aspen Wealth Strategies
Colorado
$470K – – –
AWM
519
Avitas Wealth Management
California
$467K +$4.16K +40 +0.9%
WAL
520
W Advisors LLC
Tennessee
$467K +$14.7K +141 +3%
TLA
521
Tanglewood Legacy Advisors
Texas
$466K – – –
SWM
522
SigFig Wealth Management
California
$465K +$68.4K +657 +17%
BAAM
523
Baker Avenue Asset Management
California
$460K – – –
AFG
524
Altiora Financial Group
Ohio
$460K +$8.85K +85 +2%
NAM
525
NorthCrest Asset Manangement
Minnesota
$447K -$19.9K -191 -4%
19 20
21
22 23