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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
501
High Falls Advisors
New York
$522K -$104K -995 -17%
LWMG
502
Levy Wealth Management Group
Pennsylvania
$518K – – –
AWS
503
Aspen Wealth Strategies
Colorado
$514K +$8.51K +81 +2%
AWA
504
Aletheian Wealth Advisors
Washington
$514K +$69.3K +660 +16%
JCM
505
Jacobsen Capital Management
Utah
$514K +$1.68K +16 +0.3%
CC
506
Capstone Capital
Nevada
$512K -$174K -1,658 -25%
BWM
507
BCGM Wealth Management
Indiana
$509K +$945 +9 +0.2%
MWM
508
Meridian Wealth Management
Kentucky
$507K -$21K -200 -4%
IWA
509
Icon Wealth Advisors
Texas
$505K -$44.6K -425 -8%
RB
510
Renasant Bank
Mississippi
$503K +$147K +1,400 +41%
OWMIAS
511
One Wealth Management Investment & Advisory Services
Florida
$502K +$56.5K +538 +13%
BFA
512
Beaumont Financial Advisors
Massachusetts
$501K -$19.9K -190 -4%
KWM
513
Kingsview Wealth Management
Oregon
$500K -$101K -965 -17%
CISOA
514
Capital Investment Services of America
Wisconsin
$497K – – –
FM
515
Foster & Motley
Ohio
$497K +$43.9K +418 +10%
BCA
516
Ballentine Capital Advisors
South Carolina
$495K – – –
CAMG
517
CWA Asset Management Group
Florida
$485K -$274K -2,611 -36%
CTA
518
Colonial Trust Advisors
South Carolina
$484K -$137K -1,309 -22%
GWM
519
Geneos Wealth Management
Colorado
$483K -$4.62K -44 -0.9%
FLA
520
Financial Life Advisors
Texas
$480K +$13.1K +125 +3%
HTC
521
Haverford Trust Company
Pennsylvania
$479K -$984K -9,376 -67%
TW
522
Towerpoint Wealth
California
$475K -$258K -2,458 -35%
NAM
523
NorthCrest Asset Manangement
Minnesota
$475K -$340K -3,237 -42%
CTWM
524
Cherry Tree Wealth Management
Minnesota
$472K -$50K -476 -10%
LG
525
LaFleur & Godfrey
Michigan
$469K – – –
19 20
21
22 23