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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
676
CAP Partners LLC
Tennessee
$364K +$17.6K +164 +5%
CAMG
677
CWA Asset Management Group
Florida
$362K -$57.4K -536 -14%
MA
678
Mezzasalma Advisors
New Jersey
$362K -$59.9K -560 -14%
WWM
679
Western Wealth Management
Colorado
$360K +$30.1K +281 +9%
MCWS
680
McKinley Carter Wealth Services
West Virginia
$357K -$35.5K -332 -9%
HWMC
681
Heritage Wealth Management (California)
California
$356K +$321 +3 +0.1%
CI
682
CacheTech Inc
Utah
$355K +$356K +3,330 New
PA
683
Probity Advisors
Texas
$354K -$1.93K -18 -0.5%
NS
684
NBC Securities
Alabama
$354K +$94.8K +886 +36%
TW
685
Traveka Wealth
California
$351K – – –
RWM
686
Riverbend Wealth Management
South Carolina
$350K – – –
SA
687
Sunesis Advisors
Kansas
$349K +$351K +3,275 New
VFA
688
Valeo Financial Advisors
Indiana
$348K +$34.3K +320 +11%
ARC
689
Advisor Resource Council
Texas
$347K +$349K +3,257 New
HGWM
690
Horst & Graben Wealth Management
Oregon
$344K +$2.14K +20 +0.6%
HWMG
691
Hurlow Wealth Management Group
Indiana
$343K +$53.1K +496 +18%
SLC
692
Second Line Capital
Louisiana
$340K +$21.8K +204 +7%
WTB
693
Washington Trust Bank
Washington
$339K +$132K +1,233 +63%
WE
694
Wealth Effects
Massachusetts
$339K +$95K +888 +39%
SWM
695
Shrier Wealth Management
California
$338K +$340K +3,175 New
CPBTD
696
Central Pacific Bank - Trust Division
Hawaii
$337K -$300K -2,800 -47%
WP
697
WealthShield Partners
North Carolina
$336K +$4.6K +43 +1%
FG
698
Foster Group
Iowa
$333K +$1.61K +15 +0.5%
FHC
699
First Horizon Corporation
Tennessee
$333K – – –
RWP
700
RWA Wealth Partners
Massachusetts
$327K +$856 +8 +0.3%
26 27
28
29 30