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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
651
Ally Invest Advisors
North Carolina
$270K +$268K +2,588 New
RB
652
Renasant Bank
Mississippi
$269K – – –
HCM
653
Hamlin Capital Management
New York
$267K -$819K -7,908 -76%
WFAG
654
Worth Financial Advisory Group
North Carolina
$267K +$265K +2,558 New
WIM
655
WealthPlan Investment Management
Nebraska
$266K – – –
WP
656
WealthPLAN Partners
Nebraska
$265K +$263K +2,541 New
D
657
Diversified
Delaware
$260K +$258K +2,494 New
EWM
658
Endurance Wealth Management
Rhode Island
$257K – – –
AF
659
Advisornet Financial
Minnesota
$256K -$479K -4,624 -65%
BHWM
660
Beaird Harris Wealth Management
Texas
$254K +$252K +2,437 New
BFG
661
Beacon Financial Group
Texas
$253K -$1.43M -13,817 -85%
OAM
662
Oppenheimer Asset Management
New York
$252K +$250K +2,416 New
WDG
663
Wealth Dimensions Group
Ohio
$246K – – –
LA
664
Lane & Associates
New Jersey
$244K +$242K +2,336 New
FCM
665
Firestone Capital Management
Florida
$241K +$240K +2,315 New
GIA
666
Goodwin Investment Advisory
Georgia
$241K -$588K -5,683 -71%
PIM
667
Provident Investment Management
Michigan
$240K -$595K -5,750 -71%
GPA
668
Guidance Point Advisors
Massachusetts
$240K -$773K -7,464 -76%
CCM
669
Coldstream Capital Management
Washington
$240K +$238K +2,298 New
BSB
670
Bangor Savings Bank
Maine
$238K -$18.1K -175 -7%
MCCP
671
Mission Creek Capital Partners
California
$236K +$234K +2,265 New
FCM
672
Family Capital Management
Michigan
$236K +$234K +2,265 New
AWA
673
Arete Wealth Advisors
Illinois
$234K -$158K -1,522 -40%
RP
674
Riverwater Partners
Wisconsin
$232K +$231K +2,227 New
DP
675
Denver PWM
Colorado
$232K +$230K +2,224 New
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