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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
701
Private Wealth Asset Management
Iowa
$276K +$119K +1,125 +76%
RSWM
702
Robertson Stephens Wealth Management
California
$276K +$274K +2,591 New
VWA
703
VERITY Wealth Advisors
United States
$273K – – –
SPI
704
Sutton Place Investors
New York
$272K -$2.22K -21 -0.8%
OC
705
Oppenheimer & Co
New York
$271K +$12.7K +120 +5%
LFG
706
Lockerman Financial Group
California
$270K – – –
SHF
707
Stage Harbor Financial
Massachusetts
$270K – – –
EW
708
Elyxium Wealth
California
$270K +$65.1K +616 +32%
LSA
709
Lansing Street Advisors
Pennsylvania
$270K +$268K +2,535 New
VFA
710
Valeo Financial Advisors
Indiana
$269K +$267K +2,532 New
GSIAS
711
Garden State Investment Advisory Services
New Jersey
$268K -$119K -1,131 -31%
WC
712
Whitney & Co
New York
$267K – – –
PG
713
Proffitt & Goodson
Tennessee
$262K +$19.6K +186 +8%
TA
714
TruWealth Advisors
Louisiana
$261K -$106 -1 -0%
CAL
715
Capital Advisors Ltd
Ohio
$261K – – –
WE
716
Wealth Effects
Massachusetts
$259K -$23.8K -225 -8%
OWCM
717
One Wealth Capital Management
Arizona
$259K -$1.58K -15 -0.6%
FCM
718
Firestone Capital Management
Florida
$258K +$1.48K +14 +0.6%
FLA
719
Financial Life Advisors
Texas
$258K -$20.8K -197 -8%
AC
720
AWM Capital
Arizona
$257K -$22.7K -215 -8%
LWM
721
Lodestone Wealth Management
Washington
$255K +$253K +2,398 New
NA
722
Nautilus Advisors
California
$252K – – –
FAM
723
Flaharty Asset Management
Florida
$252K +$8.56K +81 +4%
FWMP
724
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$252K – – –
CF
725
Cyr Financial
Illinois
$249K -$262K -2,478 -51%
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29
30 31