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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
KSWA
751
Kathleen S. Wright Associates
Pennsylvania
$10.4K -$106 -1 -1%
CAM
752
Clarity Asset Management
Iowa
$9.62K -$4.59M -43,544 -100%
OLVIG
753
Oliver Lagore Vanvalin Investment Group
Michigan
$9.35K – – –
NRC
754
New Republic Capital
North Carolina
$9.35K +$1.05K +10 +13%
MWA
755
MFA Wealth Advisors
Pennsylvania
$6.9K – – –
EWM
756
EPG Wealth Management
Georgia
$6.48K +$6.44K +61 New
IWP
757
IAG Wealth Partners
Wisconsin
$5.95K -$38.8K -368 -87%
HIA
758
Harbor Investment Advisory
Maryland
$5.63K – – –
VCM
759
Viewpoint Capital Management
Washington
$5.32K – – –
ITIM
760
Indiana Trust & Investment Management
Indiana
$2.97K +$2.95K +28 New
HI
761
Horizon Investments
North Carolina
$2.96K -$7.17M -67,934 -100%
BTI
762
Blue Trust Inc
Georgia
$2.93K +$1.37K +13 +87%
CAS
763
Coppell Advisory Solutions
Texas
$2.44K – – –
FCM
764
Fourpath Capital Management
Oklahoma
$2.02K +$2K +19 New
HGERS
765
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2.11K +20 New
AWM
766
Activest Wealth Management
Florida
$438 – – –
CTB
767
Country Trust Bank
Illinois
$425 – – –
FWP
768
FAS Wealth Partners
Kansas
$107 +$106 +1 New
FCAS
769
First Command Advisory Services
Texas
$106 +$106 +1 New
WL
770
WIT LLC
District of Columbia
– -$122M -1,166,000 Closed
GA
771
GFS Advisors
Texas
– -$5K -149,101 Closed
WCM
772
Windham Capital Management
Massachusetts
– -$8.74M -83,624 Closed
FFS
773
Founders Financial Securities
Maryland
– -$7.12M -68,147 Closed
PI
774
Parkside Investments
Illinois
– -$3.76M -36,000 Closed
MWM
775
Mittelman Wealth Management
Massachusetts
– -$3.65M -34,902 Closed
29 30
31
32 33