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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ARC
701
Advisor Resource Council
Texas
$346K – – –
RWP
702
RWA Wealth Partners
Massachusetts
$344K +$18K +169 +6%
HGWM
703
Horst & Graben Wealth Management
Oregon
$344K +$1.49K +14 +0.4%
MCWS
704
McKinley Carter Wealth Services
West Virginia
$343K -$14.3K -134 -4%
CCFCSB
705
Cape Cod Five Cents Savings Bank
Massachusetts
$342K +$342K +3,211 New
VCM
706
Virtue Capital Management
Tennessee
$341K +$341K +3,201 New
SLC
707
Second Line Capital
Louisiana
$340K – – –
TW
708
Traveka Wealth
California
$339K -$11.6K -109 -3%
WE
709
Wealth Effects
Massachusetts
$339K +$106 +1 +0%
HKIMG
710
Hutchens & Kramer Investment Management Group
Indiana
$337K -$77.8K -731 -19%
SRPTWM
711
Split Rock Private Trading & Wealth Management
Minnesota
$336K +$105K +983 +45%
GWMIA
712
Global Wealth Management Investment Advisory
Florida
$336K +$92.7K +871 +38%
FG
713
Foster Group
Iowa
$333K -$426 -4 -0.1%
FHC
714
First Horizon Corporation
Tennessee
$333K – – –
CFS
715
Cannon Financial Strategists
Georgia
$330K -$68.2K -641 -17%
VVP
716
Venture Visionary Partners
Ohio
$330K +$329K +3,095 New
OCA
717
OpenArc Corporate Advisory
Georgia
$326K -$165K -1,550 -34%
VFA
718
Valeo Financial Advisors
Indiana
$325K -$22.5K -211 -6%
VPW
719
Vaquero Private Wealth
Texas
$323K +$323K +3,031 New
PG
720
Proffitt & Goodson
Tennessee
$322K +$51.2K +481 +19%
WWP
721
Wise Wealth Partners
Arizona
$321K +$2.02K +19 +0.6%
MA
722
Mezzasalma Advisors
New Jersey
$320K -$41.2K -387 -11%
PA
723
Probity Advisors
Texas
$320K -$34.1K -320 -10%
EHC
724
Everett Harris & Co
California
$319K – – –
HIMC
725
Heritage Investors Management Corp
Maryland
$319K – – –
27 28
29
30 31