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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
701
TruWealth Advisors
Louisiana
$269K +$6.94K +65 +3%
FAM
702
Flaharty Asset Management
Florida
$268K +$14.7K +138 +6%
SFG
703
Sovereign Financial Group
Connecticut
$267K +$267K +2,501 New
PG
704
Proffitt & Goodson
Tennessee
$265K +$2.67K +25 +1%
MSFS
705
Main Street Financial Solutions
Pennsylvania
$265K +$43.5K +407 +20%
FCT
706
First Community Trust
Iowa
$263K -$22.4K -210 -8%
CAL
707
Capital Advisors Ltd
Ohio
$262K – – –
FCM
708
Firestone Capital Management
Florida
$261K +$1.6K +15 +0.6%
AC
709
AWM Capital
Arizona
$259K +$427 +4 +0.2%
WFA
710
Wellspring Financial Advisors
Ohio
$257K +$257K +2,410 New
CA
711
Calton & Associates
Florida
$257K +$257K +2,404 New
IWM
712
IHT Wealth Management
Illinois
$256K -$33.7K -316 -12%
LWM
713
Lodestone Wealth Management
Washington
$256K – – –
NA
714
Nautilus Advisors
California
$253K – – –
TC
715
Trust Company
Kansas
$252K +$97K +908 +63%
WAG
716
Winthrop Advisory Group
Massachusetts
$251K +$12.9K +121 +5%
SFS
717
Sowell Financial Services
Arkansas
$251K -$34.5K -323 -12%
MWM
718
Mission Wealth Management
California
$251K +$251K +2,346 New
CF
719
Cyr Financial
Illinois
$249K -$641 -6 -0.3%
JIP
720
Jaffetilchin Investment Partners
Florida
$247K – – –
EFG
721
Embree Financial Group
Illinois
$247K +$961 +9 +0.4%
BS
722
Brighton Securities
New York
$246K -$64.2K -601 -21%
BWM
723
BCS Wealth Management
Tennessee
$245K – – –
WCFP
724
White & Co Financial Planning
Washington
$243K +$1.92K +18 +0.8%
GAA
725
Guardian Asset Advisors
Pennsylvania
$243K -$153K -1,429 -39%
27 28
29
30 31