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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
726
Asset Dedication LLC
California
$25K – – –
AWM
727
Avior Wealth Management
Nebraska
$24.4K – – –
HT
728
Headlands Technologies
Illinois
$21.6K +$21.6K +208 New
GI
729
Gradient Investments
Minnesota
$21K -$7.6K -73 -27%
S
730
SignatureFD
Georgia
$20.9K – – –
NL
731
NVWM LLC
Pennsylvania
$20.8K -$28.6K -275 -58%
OLVIG
732
Oliver Lagore Vanvalin Investment Group
Michigan
$19.2K +$4.89K +47 +34%
SCA
733
Stonebridge Capital Advisors
Minnesota
$18.2K – – –
FCMT
734
Founders Capital Management (Texas)
Texas
$17.7K – – –
CWA
735
Clearview Wealth Advisors
Oregon
$15.6K – – –
UB
736
UMB Bank
Missouri
$12K -$118K -1,130 -91%
WBC
737
West Branch Capital
Massachusetts
$11K +$104 +1 +1%
BBHC
738
Brown Brothers Harriman & Co
New York
$10.8K -$88.6K -851 -89%
TIM
739
Tortoise Investment Management
New York
$10.4K – – –
FSWA
740
Financial Synergies Wealth Advisors
Texas
$9.99K +$1.35K +13 +16%
VCM
741
Versant Capital Management
Arizona
$9.16K +$9.16K +88 New
CA
742
Centerpoint Advisors
Massachusetts
$9K – – –
WT
743
Washington Trust
Rhode Island
$8.95K -$5.93K -57 -40%
DJSG
744
D.J. St. Germain
Massachusetts
$8.32K +$8.33K +80 New
CIA
745
Cape Investment Advisory
Georgia
$8.22K -$729 -7 -8%
RTL
746
Red Tortoise LLC
Georgia
$8.22K – – –
TFA
747
Toth Financial Advisory
Virginia
$8.12K +$8.12K +78 New
LFG
748
Larson Financial Group
Missouri
$5.83K – – –
HIA
749
Harbor Investment Advisory
Maryland
$5.51K – – –
VCM
750
Viewpoint Capital Management
Washington
$5.2K – – –
28 29
30
31 32