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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Collaborative Wealth Management
Florida
$380K +$107 +1 +0%
WPA
652
West Paces Advisors
Georgia
$377K +$172K +1,610 +84%
BAAM
653
Baker Avenue Asset Management
California
$374K – – –
WTC
654
WhitTier Trust Company
Nevada
$373K -$1.49K -14 -0.4%
PHWA
655
Petersen Hastings Wealth Advisors
Washington
$372K +$371K +3,482 New
FTUS
656
Flow Traders U.S.
New York
$370K -$10M -93,954 -96%
IAG
657
Investment Advisory Group
Massachusetts
$370K +$369K +3,464 New
PPC
658
Park Place Capital
Alabama
$367K +$3.09K +29 +0.8%
C
659
Croban
Ohio
$362K -$131K -1,233 -27%
PA
660
Probity Advisors
Texas
$357K -$45.8K -430 -11%
CCFCSB
661
Cape Cod Five Cents Savings Bank
Massachusetts
$357K – – –
HWMC
662
Heritage Wealth Management (California)
California
$356K – – –
BRIA
663
Balanced Rock Investment Advisors
Massachusetts
$355K -$37.6K -353 -10%
AIFAIM
664
American Institute for Advanced Investment Management
Arizona
$352K +$352K +3,300 New
TW
665
Traveka Wealth
California
$352K – – –
RWM
666
Riverbend Wealth Management
South Carolina
$351K – – –
CPL
667
CAP Partners LLC
Tennessee
$347K +$24.5K +230 +8%
MLRA
668
Main Line Retirement Advisors
Montana
$346K -$1.23M -11,521 -78%
A
669
Alongside
Texas
$344K +$344K +3,225 New
IWM
670
IHT Wealth Management
Illinois
$343K +$87.1K +817 +34%
VWM
671
Venturi Wealth Management
Texas
$342K +$42.7K +401 +14%
HGWM
672
Horst & Graben Wealth Management
Oregon
$342K +$2.88K +27 +0.8%
BCM
673
BTC Capital Management
Iowa
$341K +$340K +3,194 New
NAM
674
NTV Asset Management
West Virginia
$340K +$128K +1,198 +60%
FHC
675
First Horizon Corporation
Tennessee
$333K +$98.4K +923 +42%
25 26
27
28 29