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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
Faithward Advisors
Pennsylvania
$8.76K – – –
RTL
777
Red Tortoise LLC
Georgia
$8.24K +$8.18K +79 New
FCA
778
Fortis Capital Advisors
Kansas
$7.09K +$7.04K +68 New
C
779
Covestor
United Kingdom
$7K +$3.21K +31 +100%
IFA
780
Interactive Financial Advisors
Illinois
$6.78K – – –
TCM
781
Tradewinds Capital Management
Washington
$5.94K +$5.9K +57 New
CA
782
Corrado Advisors
New Jersey
$5.63K +$5.59K +54 New
HIA
783
Harbor Investment Advisory
Maryland
$5.53K – – –
VCM
784
Viewpoint Capital Management
Washington
$5.21K – – –
SSC
785
Syverson Strege & Co
Iowa
$2.4K -$78.5K -758 -97%
IGWM
786
ICA Group Wealth Management
Colorado
$841 -$490K -4,730 -100%
CAS
787
Coppell Advisory Solutions
Texas
$730 +$725 +7 New
CASC
788
Coppell Advisory Solutions Corp
Texas
$730 +$725 +7 New
JF
789
JSF Financial
California
– -$17.9M -174,682 Closed
LFA
790
Legacy Financial Advisors
Kentucky
– -$7.46M -72,657 Closed
PFA
791
Peak Financial Advisors
Colorado
– -$5.35M -52,117 Closed
SW
792
SVB Wealth
Massachusetts
– -$4.67M -45,519 Closed
RVPG
793
Relative Value Partners Group
– -$3.21M -31,292 Closed
GSIS
794
Global Strategic Investment Solutions
Arizona
– -$3.08M -30,044 Closed
GKWIM
795
Gerber Kawasaki Wealth & Investment Management
California
– -$3.08M -30,000 Closed
KCM
796
Karp Capital Management
California
– -$2.84M -27,701 Closed
KIM
797
Karpus Investment Management
New York
– -$2.54M -24,750 Closed
RWP
798
RWA Wealth Partners
Massachusetts
– -$2.38M -23,196 Closed
CSIA
799
Conrad Siegel Investment Advisors
Pennsylvania
– -$2.36M -22,965 Closed
CCMD
800
Cypress Capital Management (Delaware)
Delaware
– -$2.1M -20,425 Closed
30 31
32
33 34