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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
S
726
SignatureFD
Georgia
$20.7K – – –
GA
727
GoalVest Advisory
New York
$20.3K +$20.4K +197 New
OLVIG
728
Oliver Lagore Vanvalin Investment Group
Michigan
$19K – – –
SCA
729
Stonebridge Capital Advisors
Minnesota
$18K – – –
FCMT
730
Founders Capital Management (Texas)
Texas
$17.5K – – –
AWM
731
Avior Wealth Management
Nebraska
$16.7K -$7.57K -73 -31%
CT
732
Colonial Trust
South Carolina
$16.1K +$16.3K +157 New
KSWA
733
Kathleen S. Wright Associates
Pennsylvania
$15.7K -$26.9K -259 -63%
ADL
734
Asset Dedication LLC
California
$13K -$11.5K -111 -47%
HWP
735
Highline Wealth Partners
California
$12.1K +$12.2K +118 New
UB
736
UMB Bank
Missouri
$11.8K – – –
WBC
737
West Branch Capital
Massachusetts
$10.9K – – –
TIM
738
Tortoise Investment Management
New York
$10.3K – – –
FSWA
739
Financial Synergies Wealth Advisors
Texas
$10.1K +$207 +2 +2%
CA
740
Centerpoint Advisors
Massachusetts
$9K – – –
DJSG
741
D.J. St. Germain
Massachusetts
$8.23K – – –
CIA
742
Cape Investment Advisory
Georgia
$8.23K +$104 +1 +1%
TFA
743
Toth Financial Advisory
Virginia
$8.02K – – –
CCP
744
Carmel Capital Partners
California
$8.02K +$8.09K +78 New
PWMG
745
Provence Wealth Management Group
California
$7.41K +$7.47K +72 New
LFG
746
Larson Financial Group
Missouri
$5.76K – – –
HIA
747
Harbor Investment Advisory
Maryland
$5.45K – – –
HT
748
Headlands Technologies
Illinois
$5.35K -$16.2K -156 -75%
VCM
749
Viewpoint Capital Management
Washington
$5.14K – – –
LF
750
Lee Financial
Texas
$3.6K – – –
28 29
30
31 32