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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
701
WFA of San Diego
California
$121K +$121K +1,157 New
RF
702
Robinswood Financial
Washington
$114K – – –
VWM
703
Valley Wealth Managers
New Jersey
$114K -$47.5K -455 -30%
RWM
704
Raffa Wealth Management
District of Columbia
$110K -$4.91K -47 -4%
AAG
705
Armstrong Advisory Group
Massachusetts
$100K -$24.1K -231 -19%
AF
706
Aviso Financial
Ontario, Canada
$99.8K +$99.8K +955 New
DIP
707
DT Investment Partners
Pennsylvania
$97.4K -$7K -67 -7%
IBOK
708
Independence Bank of Kentucky
Kentucky
$96.7K +$96.6K +925 New
GRP
709
Global Retirement Partners
California
$92.8K +$9.19K +88 +11%
AFWM
710
Abich Financial Wealth Management
Virginia
$84.4K +$84.3K +807 New
CB
711
Chris Bulman
California
$83.8K +$83.8K +802 New
FWA
712
FSC Wealth Advisors
New York
$82.2K +$418 +4 +0.5%
PP
713
Pacifica Partners
Canada
$73.2K -$7.83K -75 -10%
HWA
714
HHM Wealth Advisors
Tennessee
$73.2K – – –
CIAS
715
Capital Investment Advisory Services
North Carolina
$72.8K – – –
GWP
716
Gen-Wealth Partners
Michigan
$69K – – –
HNB
717
Huntington National Bank
Ohio
$67.1K – – –
M
718
MOTCO
Texas
$66.6K – – –
PCWA
719
Pacific Capital Wealth Advisors
California
$64.8K -$2.92K -28 -4%
CSWM
720
Cassady Schiller Wealth Management
Ohio
$61.9K – – –
TCG
721
Transcendent Capital Group
Oklahoma
$61.2K +$209 +2 +0.3%
SHIM
722
Stone House Investment Management
Pennsylvania
$53.6K -$6.58K -63 -11%
GM
723
GeoWealth Management
Illinois
$50.7K +$50.7K +485 New
SC
724
SouthState Corp
Florida
$50.3K -$5.96K -57 -11%
MWM
725
Mascoma Wealth Management
New Hampshire
$47K – – –
27 28
29
30 31