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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
551
Waverly Advisors
Alabama
$338K +$344K +3,293 New
FWP
552
Firethorn Wealth Partners
Georgia
$337K -$189K -1,809 -36%
BWM
553
BCS Wealth Management
Tennessee
$336K – – –
CAL
554
Capital Advisors Ltd
Ohio
$335K – – –
FA
555
Flagstar Advisors
New York
$335K -$79.4K -761 -19%
CAL
556
Capital Analysts LLC
Pennsylvania
$331K +$268K +2,563 +387%
VNA
557
Valley National Advisers
Pennsylvania
$330K +$303K +2,904 +968%
SHIM
558
Stone House Investment Management
Pennsylvania
$327K +$333K +3,188 New
FCIM
559
Fairview Capital Investment Management
California
$320K +$52.2K +500 +19%
QC
560
Quent Capital
New York
$319K +$62.4K +598 +24%
NFSG
561
Newbridge Financial Services Group
Florida
$318K +$324K +3,100 New
AL
562
ADE LLC
Maryland
$315K – – –
GWMIA
563
Global Wealth Management Investment Advisory
Florida
$312K – – –
HKIM
564
Hayek Kallen Investment Management
Alabama
$311K +$10.4K +100 +3%
RIA
565
Regal Investment Advisors
Michigan
$311K +$316K +3,025 New
SAS
566
Sanford Advisory Services
Michigan
$311K +$316K +3,029 New
EHC
567
Everett Harris & Co
California
$308K – – –
RF
568
RHS Financial
California
$306K +$73.5K +704 +31%
WC
569
Whitney & Co
New York
$305K +$65.2K +625 +27%
HGWM
570
Horst & Graben Wealth Management
Oregon
$302K +$2.19K +21 +0.7%
CWA
571
Capital Wealth Alliance
Arizona
$300K -$38.8K -372 -11%
WEG
572
World Equity Group
Illinois
$298K +$303K +2,906 New
PJSIMP
573
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K +$209 +2 +0.1%
CPA
574
Capital Planning Advisors
California
$289K – – –
RFN
575
RDA Financial Network
Iowa
$287K -$121K -1,162 -29%
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