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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
726
Sapient Capital
Indiana
$242K – – –
NSIM
727
North Star Investment Management
Illinois
$240K +$240K +2,250 New
AWA
728
Arete Wealth Advisors
Illinois
$239K – – –
WAS
729
Wealth Advisory Solutions
Indiana
$237K +$2.14K +20 +0.9%
FFG
730
Fiduciary Financial Group
California
$235K – – –
FHC
731
First Horizon Corporation
Tennessee
$235K +$235K +2,201 New
AWM
732
Accredited Wealth Management
Kentucky
$234K -$217K -2,028 -98%
SAM
733
Strive Asset Management
Ohio
$233K -$57.2K -536 -20%
ES
734
Eagle Strategies
New York
$232K +$20.1K +188 +9%
WIM
735
Westside Investment Management
California
$232K +$232K +2,172 New
GAM
736
Gemmer Asset Management
California
$225K +$1.39K +13 +0.6%
MDCM
737
Morgan Dempsey Capital Management
Wisconsin
$222K – – –
WMA
738
West Michigan Advisors
Michigan
$220K -$117K -1,098 -35%
HW
739
HORAN Wealth
Ohio
$218K +$218K +2,045 New
WWM
740
Western Wealth Management
Colorado
$217K +$217K +2,036 New
WDG
741
Wealth Dimensions Group
Ohio
$217K – – –
PCS
742
Private Client Services
Kentucky
$217K -$519K -4,856 -71%
VWM
743
VCI Wealth Management
Missouri
$214K +$214K +2,003 New
PWPS
744
Pinnacle Wealth Planning Services
Ohio
$214K – – –
SMA
745
Sage Mountain Advisors
Georgia
$214K – – –
GFG
746
Goldstone Financial Group
Illinois
$213K – – –
KP
747
Keel Point
Alabama
$213K +$2.56K +24 +1%
NAM
748
NTV Asset Management
West Virginia
$212K – – –
NWM
749
Napa Wealth Management
California
$211K – – –
FCBT
750
First Citizens Bank & Trust
North Carolina
$211K +$211K +1,972 New
28 29
30
31 32