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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
726
Cassady Schiller Wealth Management
Ohio
$62.9K – – –
SHIM
727
Stone House Investment Management
Pennsylvania
$54.5K – – –
SC
728
SouthState Corp
Florida
$50.7K -$422 -4 -0.8%
MWM
729
Mascoma Wealth Management
New Hampshire
$47.8K – – –
AWM
730
Avior Wealth Management
Nebraska
$43.6K +$41.3K +391 +1,955%
S
731
SignatureFD
Georgia
$43.4K – – –
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.6K +$39.6K +375 New
LWANC
733
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.8K – – –
BWAM
734
Boyd Watterson Asset Management
Ohio
$34.9K – – –
OC
735
Oarsman Capital
Wisconsin
$31.9K +$31.7K +300 New
ATS
736
Ashton Thomas Securities
New York
$30.7K – – –
DIP
737
DT Investment Partners
Pennsylvania
$28.5K -$70.1K -664 -71%
CB
738
CNB Bank
Pennsylvania
$27.6K – – –
FAM
739
Family Asset Management
South Carolina
$27.5K -$9.6K -91 -26%
GM
740
GeoWealth Management
Illinois
$25.1K -$26.2K -248 -51%
CIA
741
Cape Investment Advisory
Georgia
$24.6K +$1.58K +15 +7%
FCT
742
First Community Trust
Iowa
$22.3K -$377K -3,575 -94%
NL
743
NVWM LLC
Pennsylvania
$21.2K – – –
SWC
744
Spectrum Wealth Counsel
Indiana
$20.9K – – –
RA
745
Rise Advisors
New York
$19.6K +$19.4K +184 New
EC
746
Elequin Capital
New York
$17.6K -$1.57M -14,836 -99%
SWM
747
Sugarloaf Wealth Management
Georgia
$13.7K -$633 -6 -4%
ME
748
McIlrath & Eck
Washington
$13.7K – – –
PCWA
749
Pacific Capital Wealth Advisors
California
$12.5K -$53K -502 -81%
TIM
750
Tortoise Investment Management
New York
$10.6K – – –
28 29
30
31 32