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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
601
Patriot Investment Management Group
Tennessee
$325K – – –
CAMG
602
CWA Asset Management Group
Florida
$323K +$321K +3,046 New
CAG
603
Csenge Advisory Group
Florida
$321K +$320K +3,029 New
EHC
604
Everett Harris & Co
California
$319K – – –
HIMC
605
Heritage Investors Management Corp
Maryland
$318K – – –
WC
606
Whitney & Co
New York
$317K +$1.05K +10 +0.3%
AWA
607
Alta Wealth Advisors
Massachusetts
$315K – – –
EB
608
Exchange Bank
California
$315K – – –
MFC
609
Morris Financial Concepts
South Carolina
$314K +$15.2K +144 +5%
APIM
610
Agate Pass Investment Management
Washington
$313K – – –
JFGIW
611
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$312K -$133K -1,264 -30%
CPL
612
CAP Partners LLC
Tennessee
$311K -$739 -7 -0.2%
SAF
613
Smith Anglin Financial
Texas
$311K -$66.7K -632 -18%
KA
614
Kovack Advisors
Florida
$310K – – –
SAM
615
Smartleaf Asset Management
Massachusetts
$309K +$83.5K +791 +37%
CA
616
Crewe Advisors
Utah
$308K -$95K -900 -24%
EW
617
Elyxium Wealth
California
$305K +$303K +2,876 New
SPI
618
Sutton Place Investors
New York
$305K +$2.22K +21 +0.7%
WAG
619
Winthrop Advisory Group
Massachusetts
$301K +$106 +1 +0%
AWM
620
Avitas Wealth Management
California
$300K -$8.23K -78 -3%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$299K +$1.48K +14 +0.5%
EFG
622
Ethos Financial Group
Pennsylvania
$299K – – –
SXL
623
Summit X LLC
Missouri
$298K -$12.6K -119 -4%
CIA
624
Concurrent Investment Advisors
Florida
$297K +$9.71K +92 +3%
FHA
625
Flagship Harbor Advisors
Massachusetts
$295K +$23.4K +222 +9%
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