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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
551
Capital Directions Investment Advisors
Georgia
$286K -$104K -1,002 -27%
NDSI
552
Newman Dignan & Sheerar Inc
Rhode Island
$284K +$520 +5 +0.2%
GWS
553
Glassman Wealth Services
Virginia
$283K – – –
RC
554
RegentAtlantic Capital
New Jersey
$281K +$279K +2,683 New
KL
555
KilterHowling LLC
Colorado
$279K -$48.2K -463 -15%
EWM
556
Endurance Wealth Management
Rhode Island
$279K – – –
PPW
557
Pinnacle Private Wealth
Massachusetts
$278K -$20.8K -200 -7%
FCIM
558
Fairview Capital Investment Management
California
$274K -$2.58M -24,825 -90%
PCM
559
Parsons Capital Management
Rhode Island
$272K -$41.6K -400 -13%
RB
560
Renasant Bank
Mississippi
$270K -$81.7K -785 -23%
T
561
TRUADVICE
Florida
$269K +$44.8K +431 +20%
BDF
562
Black Diamond Financial
Maryland
$267K +$265K +2,547 New
AWMS
563
Advocacy Wealth Management Services
Georgia
$266K +$71.5K +687 +37%
CFA
564
Cahill Financial Advisors
Minnesota
$265K +$16.2K +156 +7%
QC
565
Quent Capital
New York
$262K -$40.1K -385 -13%
BBHC
566
Brown Brothers Harriman & Co
New York
$262K – – –
NL
567
Navalign LLC
California
$261K -$6.08M -58,468 -96%
DWM
568
Doyle Wealth Management
Florida
$261K +$259K +2,491 New
SAF
569
Smith Anglin Financial
Texas
$259K +$416 +4 +0.2%
BSB
570
Bangor Savings Bank
Maine
$257K – – –
LB
571
Leo Brokerage
Texas
$254K -$640K -6,153 -72%
SCA
572
Spearhead Capital Advisors
Florida
$252K +$251K +2,412 New
WWMSC
573
Wagner Wealth Management (South Carolina)
South Carolina
$251K -$248K -2,387 -50%
GL
574
Graypoint LLC
New York
$248K +$246K +2,365 New
BFO
575
Boston Family Office
Massachusetts
$247K +$246K +2,360 New
21 22
23
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