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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAM
626
First Citizens Asset Management
North Carolina
$274K +$273K +2,617 New
AF
627
Advisornet Financial
Minnesota
$273K +$15.3K +147 +6%
AC
628
ASB Consultores
Florida
$271K -$43.6K -418 -14%
PCMC
629
Private Capital Management (Colorado)
Colorado
$271K -$245K -2,351 -48%
RB
630
Renasant Bank
Mississippi
$270K – – –
RIG
631
RiverFront Investment Group
Virginia
$270K +$269K +2,579 New
CFO
632
Collective Family Office
Pennsylvania
$269K +$61.7K +591 +30%
PI
633
PFG Investments
New York
$268K +$267K +2,557 New
RIA
634
Realta Investment Advisors
Delaware
$267K -$109K -1,045 -29%
WWP
635
WR Wealth Planners
Missouri
$265K -$8.14K -78 -3%
VC
636
Veracity Capital
Georgia
$263K -$277K -2,651 -51%
SVWAG
637
Sound View Wealth Advisors Group
Georgia
$262K +$261K +2,500 New
FRA
638
Frank Rimerman Advisors
California
$261K +$49.8K +477 +24%
AWM
639
Apollon Wealth Management
South Carolina
$258K -$75.2K -720 -23%
CFS
640
CRA Financial Services
New Jersey
$258K +$258K +2,468 New
EWM
641
Endurance Wealth Management
Rhode Island
$258K – – –
SW
642
SteelPeak Wealth
California
$256K -$1.91M -18,291 -88%
SFA
643
Source Financial Advisors
New York
$248K -$670K -6,422 -73%
WDG
644
Wealth Dimensions Group
Ohio
$247K – – –
PJSIMP
645
P.J. Schmidt Investment Management (PJS)
Wisconsin
$244K +$36K +345 +17%
CPRC
646
Consolidated Portfolio Review Corp
New York
$243K +$242K +2,322 New
FCM
647
Firestone Capital Management
Florida
$243K +$626 +6 +0.3%
MWC
648
MBM Wealth Consultants
Missouri
$243K – – –
FWP
649
Firethorn Wealth Partners
Georgia
$242K -$45.9K -440 -16%
FFM
650
Flagstone Financial Management
Nebraska
$241K -$102K -975 -30%
24 25
26
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