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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Calton & Associates
Florida
$254K -$2.66K -25 -1%
RSWM
752
Robertson Stephens Wealth Management
California
$253K -$23.3K -219 -8%
NA
753
Nautilus Advisors
California
$253K – – –
SPI
754
Sutton Place Investors
New York
$251K -$21.8K -205 -8%
MWM
755
Mission Wealth Management
California
$250K – – –
RWM
756
Rialto Wealth Management
New York
$249K -$297K -2,791 -54%
EFG
757
Embree Financial Group
Illinois
$249K +$2.13K +20 +0.9%
JIP
758
Jaffetilchin Investment Partners
Florida
$247K – – –
CA
759
Chatterton & Associates
California
$245K +$244K +2,293 New
WE
760
Wealth Effects
Massachusetts
$245K -$101K -951 -29%
GAA
761
Guardian Asset Advisors
Pennsylvania
$244K +$1.71K +16 +0.7%
WCFP
762
White & Co Financial Planning
Washington
$243K – – –
PDL
763
Portfolio Design Labs
California
$242K -$36.1K -339 -13%
VWM
764
VCI Wealth Management
Missouri
$242K +$28K +263 +13%
WAS
765
Wealth Advisory Solutions
Indiana
$237K – – –
TWM
766
Thryve Wealth Management
Texas
$236K +$236K +2,210 New
MA
767
MCF Advisors
Kentucky
$234K +$234K +2,192 New
ES
768
Eagle Strategies
New York
$234K +$1.71K +16 +0.7%
EBA
769
Eagle Bay Advisors
New York
$233K +$232K +2,180 New
WIM
770
Westside Investment Management
California
$232K – – –
APIM
771
Agate Pass Investment Management
Washington
$228K -$53.3K -500 -19%
PPF
772
Pacific Park Financial
California
$228K +$228K +2,138 New
LSA
773
Lansing Street Advisors
Pennsylvania
$227K -$59.5K -558 -21%
GAM
774
Gemmer Asset Management
California
$227K +$1.81K +17 +0.8%
MWM
775
Modern Wealth Management
Kansas
$224K -$1.57M -14,734 -88%
29 30
31
32 33