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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
701
Capital Advisors Ltd
Ohio
$259K – – –
DAS
702
Diversify Advisory Services
Utah
$259K -$151K -1,432 -37%
OWCM
703
One Wealth Capital Management
Arizona
$258K -$259K -2,446 -50%
OC
704
Oppenheimer & Co
New York
$257K -$135K -1,274 -34%
MPW
705
Magnolia Private Wealth
Pennsylvania
$255K +$256K +2,418 New
FCM
706
Firestone Capital Management
Florida
$255K +$951 +9 +0.4%
NA
707
Nautilus Advisors
California
$250K – – –
FWMP
708
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$250K – – –
XF
709
XML Financial
Maryland
$249K +$12.2K +115 +5%
NS
710
NBC Securities
Alabama
$248K +$249K +2,355 +117,750%
JIP
711
Jaffetilchin Investment Partners
Florida
$245K +$245K +2,317 New
WCFP
712
White & Co Financial Planning
Washington
$244K – – –
BWM
713
BCS Wealth Management
Tennessee
$242K – – –
FAM
714
Flaharty Asset Management
Florida
$242K +$242K +2,287 New
PG
715
Proffitt & Goodson
Tennessee
$240K +$6.24K +59 +3%
TC
716
Trust Company
Kansas
$239K -$3.7K -35 -2%
CA
717
Calton & Associates
Florida
$238K +$238K +2,251 New
AWA
718
Arete Wealth Advisors
Illinois
$237K -$2.75K -26 -1%
JWCA
719
J.W. Cole Advisors
Florida
$237K +$237K +2,242 New
XT
720
XTX Topco
Cayman Islands
$233K -$36K -341 -13%
NP
721
NorthRock Partners
Minnesota
$233K +$234K +2,210 New
FFG
722
Fiduciary Financial Group
California
$231K +$233K +2,202 New
FFA
723
Florida Financial Advisors
Florida
$229K +$2.01K +19 +0.9%
WT
724
Washington Trust
Rhode Island
$228K – – –
APC
725
Aspire Private Capital
North Carolina
$227K +$227K +2,150 New
27 28
29
30 31