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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
551
Davenport & Co
Virginia
$539K -$122K -1,145 -18%
HA
552
Helium Advisors
Washington
$539K +$6.62K +62 +1%
CTA
553
Colonial Trust Advisors
South Carolina
$536K – – –
HAIM
554
Hunter Associates Investment Management
Pennsylvania
$534K – – –
SIM
555
Stratos Investment Management
Ohio
$532K -$124K -1,160 -19%
CFP
556
Catalyst Financial Partners
Massachusetts
$531K -$15.5K -145 -3%
VT
557
Vise Technologies
New York
$529K +$529K +4,954 New
CA
558
CoreCap Advisors
Michigan
$526K +$2.46K +23 +0.5%
1WM
559
1900 Wealth Management
Texas
$526K +$320 +3 +0.1%
FA
560
FF Advisors
California
$525K -$157K -1,470 -23%
EFS
561
Essex Financial Services
Connecticut
$521K – – –
GRP
562
Global Retirement Partners
California
$512K +$82.8K +775 +19%
WHCI
563
W.H. Cornerstone Investments
Massachusetts
$511K -$373K -3,496 -42%
RZH
564
Relyea Zuckerberg Hanson
Connecticut
$510K +$117K +1,091 +30%
EP
565
Edgestream Partners
New Jersey
$507K -$1.27M -11,850 -71%
EWA
566
Elevate Wealth Advisory
Georgia
$507K +$4.17K +39 +0.8%
PWM
567
Power Wealth Management
Georgia
$502K -$34.3K -321 -6%
LAMC
568
Longview Asset Management (California)
California
$501K -$53K -496 -10%
UWP
569
Uniting Wealth Partners
Kansas
$500K +$500K +4,685 New
BFO
570
Biltmore Family Office
North Carolina
$500K +$500K +4,680 New
C
571
Croban
Ohio
$494K -$31.9K -299 -6%
WP
572
WealthShield Partners
North Carolina
$494K -$307K -2,879 -38%
CWMK
573
Caliber Wealth Management (Kansas)
Kansas
$491K -$149K -1,393 -23%
KWM
574
Kingsview Wealth Management
Oregon
$490K -$161K -1,508 -25%
BAM
575
Berkshire Asset Management
Pennsylvania
$483K – – –
21 22
23
24 25