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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
601
Everett Harris & Co
California
$314K – – –
WC
602
Whitney & Co
New York
$311K +$54.8K +525 +21%
SXL
603
Summit X LLC
Missouri
$310K -$1.99K -19 -0.6%
AWA
604
Alta Wealth Advisors
Massachusetts
$310K +$10K +96 +3%
AWA
605
Arkadios Wealth Advisors
Georgia
$310K -$1.99K -19 -0.6%
EB
606
Exchange Bank
California
$310K – – –
GL
607
Graypoint LLC
New York
$310K -$71.1K -681 -19%
APIM
608
Agate Pass Investment Management
Washington
$308K – – –
CPL
609
CAP Partners LLC
Tennessee
$307K +$8.88K +85 +3%
TFGT
610
TS Financial Group (TSFG)
Illinois
$306K -$109K -1,047 -26%
KA
611
Kovack Advisors
Florida
$305K +$305K +2,916 New
AWM
612
Avitas Wealth Management
California
$303K +$18.7K +179 +7%
SPI
613
Sutton Place Investors
New York
$298K -$83.9K -803 -22%
UB
614
UMB Bank
Missouri
$298K – – –
WAG
615
Winthrop Advisory Group
Massachusetts
$296K +$19.3K +185 +7%
PWM
616
PBMares Wealth Management
Virginia
$294K -$19.4K -186 -6%
EFG
617
Ethos Financial Group
Pennsylvania
$294K +$3.76K +36 +1%
OSAM
618
O'Shaughnessy Asset Management
Connecticut
$294K -$58.4K -559 -17%
MFC
619
Morris Financial Concepts
South Carolina
$294K -$26.7K -256 -8%
EFM
620
Eley Financial Management
Vermont
$294K -$15K -144 -5%
BFO
621
Boston Family Office
Massachusetts
$293K – – –
AC
622
ASB Consultores
Florida
$292K +$70.4K +674 +32%
CWM
623
Collaborative Wealth Management
Florida
$290K – – –
MAM
624
McLean Asset Management
Virginia
$290K – – –
WCF
625
West Coast Financial
California
$289K -$111K -1,063 -28%
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