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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
751
Hollencrest Capital Management
California
$52.1K +$51.8K +500 New
MWM
752
Mascoma Wealth Management
New Hampshire
$46.9K – – –
KSWA
753
Kathleen S. Wright Associates
Pennsylvania
$46K – – –
NRC
754
New Republic Capital
North Carolina
$45.8K +$45.4K +439 New
FCA
755
FinTrust Capital Advisors
South Carolina
$37.3K -$243K -2,343 -87%
LWANC
756
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.2K – – –
HWMA
757
Heritage Wealth Management (Arizona)
Arizona
$31.6K +$15.6K +151 +99%
FMP
758
Financial Management Professionals
Texas
$30K +$29.8K +288 New
CB
759
CNB Bank
Pennsylvania
$27.1K – – –
CWC
760
Carolinas Wealth Consulting
North Carolina
$25.5K +$104 +1 +0.4%
ADL
761
Asset Dedication LLC
California
$25K -$136K -1,310 -85%
AWM
762
Avior Wealth Management
Nebraska
$23.9K -$4.76K -46 -17%
S
763
SignatureFD
Georgia
$21K +$9.42K +91 +83%
MFA
764
McClarren Financial Advisors
Pennsylvania
$20K +$20.3K +196 New
SCA
765
Stonebridge Capital Advisors
Minnesota
$18.2K -$1.24K -12 -6%
FCMT
766
Founders Capital Management (Texas)
Texas
$18K – – –
HI
767
Hendershot Investments
Virginia
$17.2K +$1.66K +16 +11%
CT
768
Colonial Trust
South Carolina
$16.7K -$215K -2,079 -93%
LFA
769
Level Financial Advisors
New York
$16K +$104 +1 +0.7%
CWA
770
Clearview Wealth Advisors
Oregon
$15.6K – – –
WBC
771
West Branch Capital
Massachusetts
$11K – – –
ATC
772
Adirondack Trust Company
New York
$10.4K – – –
TIM
773
Tortoise Investment Management
New York
$10.4K – – –
FSWA
774
Financial Synergies Wealth Advisors
Texas
$9.46K -$824K -7,960 -99%
EE
775
EWG Elevate
California
$9.07K +$9.01K +87 New
29 30
31
32 33