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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
M
701
MOTCO
Texas
$66.3K +$66.3K +637 New
CWP
702
Concord Wealth Partners
Virginia
$62.5K +$208 +2 +0.3%
BCWM
703
Bartlett & Co Wealth Management
Ohio
$62.4K – – –
BC
704
Bartlett & Co
Ohio
$62K – – –
RTC
705
Riverview Trust Company
Washington
$61.3K – – –
SC
706
SouthState Corp
Florida
$58K -$5.93K -57 -9%
PG
707
Prostatis Group
Maryland
$52.3K +$5.45M +52,332 New
KFI
708
Key Financial Inc
Pennsylvania
$51.4K – – –
BCM
709
Bourgeon Capital Management
Connecticut
$47.7K +$47.7K +458 New
FCT
710
First Community Trust
Iowa
$46.8K +$46.8K +450 New
MWM
711
Mascoma Wealth Management
New Hampshire
$46.6K – – –
PB
712
Pinnacle Bancorp
Nebraska
$44K -$192K -1,841 -81%
RWM
713
Raffa Wealth Management
District of Columbia
$43.8K -$24.6K -236 -36%
NRC
714
New Republic Capital
North Carolina
$43.1K +$208 +2 +0.5%
KSWA
715
Kathleen S. Wright Associates
Pennsylvania
$42.8K +$104 +1 +0.2%
APC
716
Aspire Private Capital
North Carolina
$42.1K -$21.8K -209 -34%
HI
717
Hendershot Investments
Virginia
$41.2K – – –
CT
718
Caldwell Trust
Florida
$40.6K -$86.4K -830 -68%
BWAM
719
Boyd Watterson Asset Management
Ohio
$39.4K -$64.6K -621 -62%
FCA
720
FinTrust Capital Advisors
South Carolina
$37.3K – – –
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.1K – – –
JFGIW
722
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.4K – – –
ACA
723
Aptus Capital Advisors
Alabama
$29.7K – – –
CB
724
CNB Bank
Pennsylvania
$27.1K – – –
HNB
725
Huntington National Bank
Ohio
$26.5K – – –
27 28
29
30 31