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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
Axxcess Wealth Management
California
$447K +$40.6K +384 +10%
CAL
577
Capital Analysts LLC
Pennsylvania
$446K +$329K +3,115 +281%
ATPW
578
Ashton Thomas Private Wealth
Arizona
$446K -$62.5K -591 -12%
FM
579
Foster & Motley
Ohio
$445K -$38.3K -362 -8%
MA
580
Mezzasalma Advisors
New Jersey
$442K +$1.27K +12 +0.3%
JWM
581
Jessup Wealth Management
Ohio
$436K +$437K +4,132 New
BEI
582
Benjamin Edwards Inc
Missouri
$433K +$43.2K +409 +11%
CWMS
583
Cannon Wealth Management Services
North Carolina
$432K +$45.7K +432 +12%
RA
584
Riversedge Advisors
Delaware
$431K -$79.7K -754 -16%
HFA
585
High Falls Advisors
New York
$431K -$156K -1,475 -27%
PA
586
Procyon Advisors
Connecticut
$430K -$32.9K -311 -7%
SWA
587
Stratos Wealth Advisors
Ohio
$427K -$192K -1,819 -31%
NAM
588
NorthCrest Asset Manangement
Minnesota
$427K -$3.81K -36 -0.9%
CC
589
Capstone Capital
Nevada
$427K – – –
FCT
590
First Community Trust
Iowa
$425K -$6.6M -62,415 -94%
HWA
591
HCR Wealth Advisors
California
$422K – – –
WFPG
592
Waller Financial Planning Group
Ohio
$422K -$11.9K -113 -3%
DWA
593
Delap Wealth Advisory
Oregon
$417K +$15K +142 +4%
WPW
594
Waldron Private Wealth
Pennsylvania
$416K -$4.65K -44 -1%
WS
595
Wedbush Securities
California
$415K +$29.6K +280 +8%
CWM
596
Centurion Wealth Management
Virginia
$411K – – –
TFP
597
Traction Financial Partners
Wyoming
$407K +$203K +1,922 +100%
TNA
598
True North Advisors
Texas
$403K – – –
SPF
599
South Plains Financial
Texas
$401K – – –
WF
600
Warner Financial
Maryland
$400K – – –
22 23
24
25 26