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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
751
Tyler-Stone Wealth Management
Ohio
$7.25K – – –
MWA
752
MFA Wealth Advisors
Pennsylvania
$6.8K +$6.79K +65 New
EWM
753
EPG Wealth Management
Georgia
$6.38K – – –
HIA
754
Harbor Investment Advisory
Maryland
$5.54K – – –
HT
755
Headlands Technologies
Illinois
$5.23K -$32.2K -308 -86%
VCM
756
Viewpoint Capital Management
Washington
$5.23K – – –
RWMG
757
Redwood Wealth Management Group
New Jersey
$5.23K +$5.22K +50 New
TRCT
758
Tower Research Capital (TRC)
New York
$5.12K +$5.12K +49 New
GA
759
GFS Advisors
Texas
$5K +$15.6M +149,101 New
KFS
760
Kelly Financial Services
Massachusetts
$3.55K -$5.12K -49 -59%
CAS
761
Coppell Advisory Solutions
Texas
$2.4K +$2.4K +23 New
AWM
762
Avior Wealth Management
Nebraska
$2.09K -$77.6K -743 -97%
BTI
763
Blue Trust Inc
Georgia
$1.57K – – –
AWM
764
Activest Wealth Management
Florida
$429 – – –
CTB
765
Country Trust Bank
Illinois
$418 +$418 +4 New
CIA
766
Choate Investment Advisors
Massachusetts
– -$17.6M -167,923 Closed
AWC
767
Abundance Wealth Counselors
Pennsylvania
– -$7.01M -66,965 Closed
SPP
768
Single Point Partners
Massachusetts
– -$5.7M -54,419 Closed
LNC
769
Lincoln National Corp
Pennsylvania
– -$3.47M -33,174 Closed
PPP
770
Private Portfolio Partners
New Jersey
– -$2.37M -22,650 Closed
OWA
771
One Wealth Advisors
California
– -$1.74M -16,651 Closed
RVPG
772
Relative Value Partners Group
– -$1.57M -14,939 Closed
TB
773
Treynor Bancshares
Iowa
– -$1.33M -12,735 Closed
NL
774
NWAM LLC
Washington
– -$1.08M -10,318 Closed
PGA
775
Portland Global Advisors
Maine
– -$877K -8,377 Closed
29 30
31
32 33