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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCWM
701
Hidden Cove Wealth Management
Washington
$272K +$272K +2,545 New
TA
702
TruWealth Advisors
Louisiana
$269K +$6.94K +65 +3%
FAM
703
Flaharty Asset Management
Florida
$268K +$14.7K +138 +6%
SFG
704
Sovereign Financial Group
Connecticut
$267K +$267K +2,501 New
PG
705
Proffitt & Goodson
Tennessee
$265K +$2.67K +25 +1%
MSFS
706
Main Street Financial Solutions
Pennsylvania
$265K +$43.5K +407 +20%
FCT
707
First Community Trust
Iowa
$263K -$22.4K -210 -8%
CAL
708
Capital Advisors Ltd
Ohio
$262K – – –
FCM
709
Firestone Capital Management
Florida
$261K +$1.6K +15 +0.6%
AC
710
AWM Capital
Arizona
$259K +$427 +4 +0.2%
WFA
711
Wellspring Financial Advisors
Ohio
$257K +$257K +2,410 New
CA
712
Calton & Associates
Florida
$257K +$257K +2,404 New
IWM
713
IHT Wealth Management
Illinois
$256K -$33.7K -316 -12%
LWM
714
Lodestone Wealth Management
Washington
$256K – – –
NA
715
Nautilus Advisors
California
$253K – – –
TC
716
Trust Company
Kansas
$252K +$97K +908 +63%
WAG
717
Winthrop Advisory Group
Massachusetts
$251K +$12.9K +121 +5%
SFS
718
Sowell Financial Services
Arkansas
$251K -$34.5K -323 -12%
MWM
719
Mission Wealth Management
California
$251K +$251K +2,346 New
CF
720
Cyr Financial
Illinois
$249K -$641 -6 -0.3%
JIP
721
Jaffetilchin Investment Partners
Florida
$247K – – –
EFG
722
Embree Financial Group
Illinois
$247K +$961 +9 +0.4%
BS
723
Brighton Securities
New York
$246K -$64.2K -601 -21%
BWM
724
BCS Wealth Management
Tennessee
$245K – – –
WCFP
725
White & Co Financial Planning
Washington
$243K +$1.92K +18 +0.8%
27 28
29
30 31