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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
526
Warner Financial
Maryland
$388K
AWA
527
Arete Wealth Advisors
Illinois
$387K +$393K +3,769 New
C1AG
528
Client 1st Advisory Group
Florida
$381K
RWA
529
RGT Wealth Advisors
Texas
$378K -$844K -8,083 -69%
PCWA
530
Pacific Capital Wealth Advisors
California
$375K +$104 +1 +0%
MHR
531
Matthew Hamilton Rosenberg
$372K -$714K -6,840 -65%
IAIM
532
International Assets Investment Management
Florida
$371K
TFF
533
The Family Firm
Maryland
$370K +$835 +8 +0.2%
BFA
534
Beaumont Financial Advisors
Massachusetts
$370K +$39.1K +375 +12%
ACA
535
Atlas Capital Advisors
Wyoming
$365K +$61.5K +589 +20%
HWM
536
Hohimer Wealth Management
Washington
$364K -$181K -1,736 -33%
DWM
537
Destination Wealth Management
California
$364K +$22.7K +217 +7%
JWCA
538
J.W. Cole Advisors
Florida
$363K -$104K -995 -22%
LA
539
Legacy Advisors
Pennsylvania
$362K +$369K +3,531 New
Franklin Resources
540
Franklin Resources
California
$360K -$334K -3,200 -48%
COCM
541
Charter Oak Capital Management
New Hampshire
$360K -$129K -1,233 -26%
DI
542
Disciplined Investments
Oklahoma
$360K -$107K -1,024 -23%
PMG
543
ProVise Management Group
Florida
$357K +$363K +3,480 New
First Trust Advisors
544
First Trust Advisors
Illinois
$356K -$7.2K -69 -2%
AFP
545
Ausdal Financial Partners
Iowa
$352K +$358K +3,433 New
OFG
546
Orcam Financial Group
California
$351K -$40.7K -390 -10%
FIB
547
First Interstate Bank
Montana
$346K
IA
548
IAM Advisory
Pennsylvania
$345K +$122K +1,168 +53%
BA
549
Ballast Advisors
Minnesota
$341K -$8.46K -81 -2%
NCM
550
NCM Capital Management
New Jersey
$341K +$20.3K +194 +6%