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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
801
Westside Investment Management
California
$231K – – –
AG
802
AmeriFlex Group
Nevada
$231K +$231K +2,166 New
GAM
803
Gemmer Asset Management
California
$228K +$1.49K +14 +0.7%
CSIA
804
Conrad Siegel Investment Advisors
Pennsylvania
$228K +$1.06K +10 +0.5%
KP
805
Keel Point
Alabama
$227K +$8.52K +80 +4%
HCA
806
Harbour Capital Advisors
Virginia
$225K +$225K +2,118 New
HNWA
807
Henrickson Nauta Wealth Advisors
Michigan
$225K -$74.7K -702 -25%
IAS
808
Integrity Advisory Solutions
Texas
$224K -$2.13K -20 -0.9%
SAM
809
Smartleaf Asset Management
Massachusetts
$223K – – –
MDCM
810
Morgan Dempsey Capital Management
Wisconsin
$221K – – –
BRIA
811
Balanced Rock Investment Advisors
Massachusetts
$221K -$105K -982 -32%
RF
812
Rossby Financial
Florida
$221K -$5.75K -54 -3%
LFS
813
Legacy Financial Strategies
Kansas
$219K -$95.7K -899 -30%
CM
814
Columbus Macro
Pennsylvania
$218K +$218K +2,045 New
LSA
815
Lansing Street Advisors
Pennsylvania
$215K -$12.6K -118 -6%
FA
816
Fiduciary Alliance
South Carolina
$214K +$6.92K +65 +3%
AWP
817
Axis Wealth Partners
Rhode Island
$214K +$214K +2,010 New
PWPS
818
Pinnacle Wealth Planning Services
Ohio
$213K – – –
SMA
819
Sage Mountain Advisors
Georgia
$213K – – –
LA
820
LexAurum Advisors
Kansas
$213K +$213K +2,000 New
GFG
821
Goldstone Financial Group
Illinois
$213K -$639 -6 -0.3%
FPGK
822
Financial Partners Group (Kansas)
Kansas
$212K +$212K +1,991 New
BFC
823
Bedel Financial Consulting
Indiana
$211K +$5.96K +56 +3%
SIS
824
Strategic Investment Solutions
Illinois
$211K +$29.5K +277 +16%
HPA
825
High Probability Advisors
New York
$210K – – –
31 32
33
34 35