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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
526
Auour Investments
Massachusetts
$443K +$443K +4,254 New
SIS
527
Strategic Investment Solutions
Illinois
$436K -$217K -2,084 -33%
PFA
528
Pure Financial Advisors
California
$431K +$40.8K +392 +10%
MPWT
529
MassMutual Private Wealth & Trust
Connecticut
$430K -$87.2K -838 -17%
SIC
530
Sigma Investment Counselors
Michigan
$430K – – –
BFEC
531
Benjamin F. Edwards & Company
Missouri
$425K +$60.8K +584 +17%
AA
532
Auxano Advisors
Washington
$424K – – –
APIM
533
Agate Pass Investment Management
Washington
$422K -$63.4K -609 -13%
EGA
534
Eagle Global Advisors
Texas
$416K – – –
G
535
GenTrust
Florida
$415K – – –
CAL
536
Capital Advisors Ltd
Ohio
$415K – – –
GWSG
537
GPS Wealth Strategies Group
Colorado
$411K +$36.5K +351 +10%
LGWM
538
Litman Gregory Wealth Management
California
$409K +$410K +3,935 New
TI
539
Tidal Investments
Wisconsin
$405K – – –
EIA
540
Edgemoor Investment Advisors
Maryland
$404K -$40.1K -385 -9%
AWM
541
Axxcess Wealth Management
California
$403K -$1.15M -11,004 -74%
WCF
542
West Coast Financial
California
$398K +$111K +1,063 +39%
BWP
543
BSW Wealth Partners
Colorado
$397K – – –
IFPL
544
Investments & Financial Planning LLC
Kentucky
$394K -$43K -413 -10%
WF
545
Warner Financial
Maryland
$394K – – –
CWM
546
Centurion Wealth Management
Virginia
$393K +$1.15K +11 +0.3%
GD
547
Grandfield & Dodd
New York
$389K +$389K +3,735 New
SPWG
548
Syntegra Private Wealth Group
Missouri
$388K – – –
C1AG
549
Client 1st Advisory Group
Florida
$386K – – –
SIM
550
Stratos Investment Management
Ohio
$385K +$833 +8 +0.2%
20 21
22
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