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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
C
776
Croban
Ohio
$234K -$128K -1,194 -35%
SRPTWM
777
Split Rock Private Trading & Wealth Management
Minnesota
$232K +$233K +2,175 New
WIM
778
Westside Investment Management
California
$231K – – –
MA
779
MCF Advisors
Kentucky
$231K -$2.68K -25 -1%
VC
780
Veery Capital
Delaware
$228K +$229K +2,137 New
CSIA
781
Conrad Siegel Investment Advisors
Pennsylvania
$227K +$229K +2,135 New
LSA
782
Lansing Street Advisors
Pennsylvania
$227K +$856 +8 +0.4%
WMA
783
West Michigan Advisors
Michigan
$227K +$3.85K +36 +2%
GAM
784
Gemmer Asset Management
California
$227K +$1.07K +10 +0.5%
RF
785
Rossby Financial
Florida
$226K +$189K +1,762 +483%
IAS
786
Integrity Advisory Solutions
Texas
$226K +$227K +2,121 New
SAM
787
Smartleaf Asset Management
Massachusetts
$223K -$74.7K -698 -25%
MDCM
788
Morgan Dempsey Capital Management
Wisconsin
$222K – – –
CWMK
789
Caliber Wealth Management (Kansas)
Kansas
$220K -$185K -1,728 -46%
OWA
790
One Wealth Advisors
California
$220K -$93.2K -871 -30%
KP
791
Keel Point
Alabama
$218K +$5.89K +55 +3%
NFC
792
Northstar Financial Companies
Pennsylvania
$214K – – –
VWM
793
VCI Wealth Management
Missouri
$213K -$28K -262 -12%
GFG
794
Goldstone Financial Group
Illinois
$213K +$642 +6 +0.3%
PWPS
795
Pinnacle Wealth Planning Services
Ohio
$213K – – –
SMA
796
Sage Mountain Advisors
Georgia
$213K – – –
HPA
797
High Probability Advisors
New York
$210K – – –
ZAM
798
Zevin Asset Management
Massachusetts
$209K -$490K -4,579 -70%
CAG
799
Curtis Advisory Group
California
$209K +$856 +8 +0.4%
FWMP
800
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K – – –
30 31
32
33 34