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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
501
Valley National Advisers
Pennsylvania
$526K – – –
OSAM
502
O'Shaughnessy Asset Management
Connecticut
$526K +$189K +1,825 +56%
SAF
503
Smith Anglin Financial
Texas
$526K +$19.8K +191 +4%
SWM
504
Seed Wealth Management
Illinois
$524K -$404K -3,900 -43%
IA
505
IFG Advisory
Georgia
$517K +$522K +5,030 New
TSS
506
Two Sigma Securities
New York
$514K +$518K +4,993 New
WANY
507
Wealthspire Advisors (New York)
New York
$510K -$183K -1,765 -26%
ICG
508
InterOcean Capital Group
Tennessee
$509K +$11.4K +110 +2%
BFA
509
Beacon Financial Advisory
Ohio
$508K -$39.9K -385 -7%
FM
510
Foster & Motley
Ohio
$505K -$27.8K -268 -5%
SWM
511
SigFig Wealth Management
California
$505K +$45.1K +435 +10%
LWMG
512
Levy Wealth Management Group
Pennsylvania
$503K -$52.6K -507 -9%
BFEC
513
Benjamin F. Edwards & Company
Missouri
$501K +$82K +791 +19%
JCM
514
Jacobsen Capital Management
Utah
$500K +$2.18K +21 +0.4%
BWM
515
BCGM Wealth Management
Indiana
$497K -$76.4K -737 -13%
NVCHI
516
New Vernon Capital Holdings II
New Jersey
$496K -$2.38M -22,953 -83%
GAM
517
Gould Asset Management
California
$491K +$4.67K +45 +1%
FA
518
Flagstar Advisors
New York
$489K +$234K +2,254 +90%
AWS
519
Aspen Wealth Strategies
Colorado
$489K +$24.7K +238 +5%
CISOA
520
Capital Investment Services of America
Wisconsin
$489K – – –
TF
521
Theory Financial
Colorado
$484K -$289K -2,787 -37%
GSIAS
522
Garden State Investment Advisory Services
New Jersey
$484K -$318K -3,062 -39%
RA
523
Riversedge Advisors
Delaware
$484K -$15.7K -151 -3%
HVIA
524
Hudson Valley Investment Advisors
New York
$483K +$207K +2,000 +74%
WIA
525
World Investment Advisors
California
$481K +$170K +1,639 +54%
19 20
21
22 23