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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
576
Helium Advisors
Washington
$534K -$3.94K -37 -0.7%
HAIM
577
Hunter Associates Investment Management
Pennsylvania
$534K – – –
APW
578
Austin Private Wealth
Texas
$534K -$312K -2,927 -37%
PGAM
579
Princeton Global Asset Management
New Jersey
$532K -$13.9K -130 -3%
FA
580
FF Advisors
California
$524K – – –
RA
581
Rodgers & Associates
Pennsylvania
$523K +$148K +1,386 +39%
EFS
582
Essex Financial Services
Connecticut
$521K – – –
WCP
583
Wealthcare Capital Partners
Pennsylvania
$518K +$53.2K +499 +11%
RW
584
Rede Wealth
Virginia
$513K +$512K +4,804 New
LCAM
585
London & Capital Asset Management
United Kingdom
$512K +$511K +4,798 New
BFO
586
Biltmore Family Office
North Carolina
$499K – – –
DC
587
Davenport & Co
Virginia
$499K -$39.4K -370 -7%
CWMS
588
Cannon Wealth Management Services
North Carolina
$498K +$18.5K +174 +4%
SIM
589
Stratos Investment Management
Ohio
$498K -$33.6K -315 -6%
PIA
590
Polaris Investment Advisors
Massachusetts
$494K +$494K +4,634 New
PWM
591
Power Wealth Management
Georgia
$493K -$8.63K -81 -2%
CCM
592
Cloud Capital Management
Washington
$492K +$493K +4,628 New
FPW
593
Flagship Private Wealth
Massachusetts
$492K -$47.7K -448 -9%
PWP
594
Parkwoods Wealth Partners
New York
$490K +$490K +4,595 New
BWM
595
BCS Wealth Management
Tennessee
$489K +$244K +2,292 +100%
JWCA
596
J.W. Cole Advisors
Florida
$487K +$96.1K +902 +25%
KWM
597
Kingsview Wealth Management
Oregon
$487K -$3.2K -30 -0.7%
EWA
598
Elevate Wealth Advisory
Georgia
$487K -$20K -188 -4%
SI
599
Stephens Inc
Arkansas
$485K +$32K +300 +7%
GWMR
600
GC Wealth Management RIA
Massachusetts
$481K – – –
22 23
24
25 26