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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
526
Wiser Wealth Management
Georgia
$528K +$83.3K +805 +19%
RA
527
Riversedge Advisors
Delaware
$526K +$36K +348 +7%
PPC
528
Park Place Capital
Alabama
$524K +$520K +5,025 New
AWA
529
Aletheian Wealth Advisors
Washington
$522K -$7.45K -72 -1%
KWS
530
Keystone Wealth Services
California
$517K -$157K -1,520 -23%
PCMC
531
Private Capital Management (Colorado)
Colorado
$515K +$11.4K +110 +2%
SIC
532
Sigma Investment Counselors
Michigan
$505K +$1.66K +16 +0.3%
GAM
533
Gould Asset Management
California
$503K +$66.2K +640 +15%
FM
534
Foster & Motley
Ohio
$502K +$24.6K +238 +5%
JCM
535
Jacobsen Capital Management
Utah
$501K +$1.97K +19 +0.4%
EIA
536
Edgemoor Investment Advisors
Maryland
$495K – – –
CISOA
537
Capital Investment Services of America
Wisconsin
$495K – – –
SF
538
Summit Financial
New Jersey
$490K -$155K -1,493 -24%
APIM
539
Agate Pass Investment Management
Washington
$487K +$24.8K +240 +5%
LRPA
540
L. Roy Papp & Associates
Arizona
$485K – – –
HAIM
541
Hunter Associates Investment Management
Pennsylvania
$484K +$481K +4,650 New
PA
542
Parallel Advisors
California
$484K +$384K +3,707 +397%
G
543
GenTrust
Florida
$482K +$478K +4,620 New
FIB
544
First Interstate Bank
Montana
$481K +$129K +1,247 +37%
IFPL
545
Investments & Financial Planning LLC
Kentucky
$473K +$469K +4,533 New
TIA
546
Traphagen Investment Advisors
New Jersey
$472K – – –
SAF
547
Smith Anglin Financial
Texas
$465K +$66K +638 +17%
PB
548
Pinnacle Bancorp
Nebraska
$462K -$319K -3,083 -41%
SHIM
549
Stone House Investment Management
Pennsylvania
$460K +$126K +1,222 +38%
AWM
550
Avitas Wealth Management
California
$455K -$187K -1,803 -29%
20 21
22
23 24