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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HS
651
Horan Securities
United States
$251K -$6.33K -60 -2%
NS
652
NBC Securities
Alabama
$250K +$94.3K +894 +61%
OWA
653
Opal Wealth Advisors
New York
$250K – – –
TC
654
Trust Company
Kansas
$247K -$44K -417 -15%
TWM
655
TSA Wealth Management
Texas
$246K +$244K +2,313 New
WG
656
Wealth Group
North Carolina
$244K +$243K +2,299 New
CM
657
Columbus Macro
Pennsylvania
$244K – – –
FIA
658
Foundations Investment Advisors
Arizona
$243K +$241K +2,288 New
GAM
659
Gemmer Asset Management
California
$241K +$240K +2,275 New
BFO
660
Boston Family Office
Massachusetts
$237K -$60.7K -575 -20%
PG
661
Proffitt & Goodson
Tennessee
$230K – – –
CAM
662
Creekmur Asset Management
Illinois
$229K +$7.07K +67 +3%
RFP
663
Roth Financial Partners
Texas
$229K -$6.86K -65 -3%
ES
664
Eagle Strategies
New York
$228K -$10.3K -98 -4%
RZH
665
Relyea Zuckerberg Hanson
Connecticut
$226K +$225K +2,128 New
TFG
666
Team Financial Group
California
$225K -$40.3K -382 -15%
OFP
667
OLIO Financial Planning
Virginia
$221K – – –
WDG
668
Wealth Dimensions Group
Ohio
$216K – – –
SFG
669
SevenBridge Financial Group
Pennsylvania
$216K – – –
LSAG
670
Lake Street Advisors Group
New Hampshire
$215K -$106 -1 -0%
FRA
671
Frank Rimerman Advisors
California
$215K – – –
AWA
672
Arete Wealth Advisors
Illinois
$214K -$26.4K -250 -11%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$212K – – –
S
674
Sachetta
Massachusetts
$212K – – –
SMA
675
Sage Mountain Advisors
Georgia
$212K – – –
25 26
27
28 29