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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RB
601
Renasant Bank
Mississippi
$359K -$53.2K -511 -13%
NCM
602
NCM Capital Management
New Jersey
$358K +$354K +3,400 New
PWM
603
PBMares Wealth Management
Virginia
$358K -$568K -5,463 -62%
IFPL
604
Investments & Financial Planning LLC
Kentucky
$355K -$8.74K -84 -2%
AWM
605
Avitas Wealth Management
California
$353K +$18.1K +174 +5%
CIP
606
Cornerstone Investment Partners
Georgia
$353K -$28.3K -272 -8%
BF
607
Brooklyn FI
New York
$351K -$47.7K -459 -12%
VWM
608
Venturi Wealth Management
Texas
$351K -$265K -2,546 -43%
CA
609
Crewe Advisors
Utah
$351K +$346K +3,325 New
SAG
610
Spotlight Asset Group
Illinois
$350K – – –
FHA
611
First Horizon Advisors
Tennessee
$350K -$1.62M -15,535 -82%
FG
612
Foster Group
Iowa
$343K – – –
GWMIA
613
Global Wealth Management Investment Advisory
Florida
$341K – – –
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$340K -$196K -1,883 -37%
HKIM
615
Hayek Kallen Investment Management
Alabama
$340K +$31.2K +300 +10%
BFEC
616
Benjamin F. Edwards & Company
Missouri
$339K -$172K -1,656 -34%
OAM
617
Oppenheimer Asset Management
New York
$339K +$334K +3,215 New
PIMG
618
Patriot Investment Management Group
Tennessee
$334K -$254K -2,441 -43%
SPI
619
Sutton Place Investors
New York
$329K +$4.89K +47 +2%
QWP
620
Quotient Wealth Partners
Texas
$322K +$317K +3,052 New
RIG
621
RiverFront Investment Group
Virginia
$322K -$129K -1,242 -29%
EHC
622
Everett Harris & Co
California
$316K – – –
HIMC
623
Heritage Investors Management Corp
Maryland
$316K – – –
HGWM
624
Horst & Graben Wealth Management
Oregon
$315K +$1.87K +18 +0.6%
AWA
625
Arkadios Wealth Advisors
Georgia
$315K +$26.9K +259 +10%
23 24
25
26 27