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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
526
Archford Capital Strategies
Illinois
$715K +$7.28K +68 +1%
CSPIA
527
Cary Street Partners Investment Advisory
Virginia
$713K +$717K +6,697 New
RZH
528
Relyea Zuckerberg Hanson
Connecticut
$709K +$52.9K +494 +8%
DIA
529
Dean Investment Associates
Ohio
$708K – – –
SCM
530
Sunbeam Capital Management
Georgia
$707K +$107 +1 +0%
IPA
531
Investment Planning Advisors
Georgia
$706K +$10.5K +98 +2%
CFO
532
Collective Family Office
Pennsylvania
$700K – – –
FPW
533
Flagship Private Wealth
Massachusetts
$699K +$209K +1,956 +42%
DWS
534
Discipline Wealth Solutions
South Carolina
$699K -$54.3K -507 -7%
FA
535
FF Advisors
California
$697K +$174K +1,623 +33%
AA
536
ArborFi Advisors
Michigan
$696K +$39.7K +371 +6%
BB
537
Busey Bank
Illinois
$686K +$369K +3,445 +115%
KOC
538
Koss-Olinger Consulting
Florida
$684K -$93.2K -871 -12%
GWMR
539
GC Wealth Management RIA
Massachusetts
$679K +$200K +1,865 +41%
WCP
540
Wealthcare Capital Partners
Pennsylvania
$667K +$151K +1,414 +29%
G
541
GenTrust
Florida
$662K -$552K -5,153 -45%
RW
542
Rockport Wealth
Ohio
$655K – – –
WT
543
Whittier Trust
California
$647K +$249K +2,324 +62%
AWS
544
Aspen Wealth Strategies
Colorado
$644K +$4.28K +40 +0.7%
CWM
545
Chesapeake Wealth Management
Virginia
$642K +$83.3K +778 +15%
P
546
&Partners
Tennessee
$640K +$103K +962 +19%
HP
547
Hilltop Partners
Indiana
$639K -$23.7K -221 -4%
YIA
548
YHB Investment Advisors
Connecticut
$637K +$4.82K +45 +0.8%
CCFM
549
Clear Creek Financial Management
Washington
$636K +$37.4K +349 +6%
CT
550
Colonial Trust
South Carolina
$635K +$62.9K +588 +11%
20 21
22
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