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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
801
Advisornet Financial
Minnesota
$43.8K +$43.8K +415 New
S
802
SignatureFD
Georgia
$43.1K – – –
LWCFA
803
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.7K – – –
BWAM
804
Boyd Watterson Asset Management
Ohio
$34.7K – – –
OC
805
Oarsman Capital
Wisconsin
$31.6K – – –
DIP
806
DT Investment Partners
Pennsylvania
$31.3K +$3.06K +29 +11%
BOJHT
807
Bank of Jackson Hole Trust
Wyoming
$29.3K +$29.4K +278 New
GWANC
808
Guardian Wealth Advisors (North Carolina)
North Carolina
$26.6K +$26.6K +252 New
GM
809
GeoWealth Management
Illinois
$26.4K +$1.37K +13 +5%
RA
810
Rise Advisors
New York
$25.3K +$5.92K +56 +30%
CIA
811
Cape Investment Advisory
Georgia
$24.5K – – –
RWS
812
Retirement Wealth Solutions
Wisconsin
$24.1K +$24.2K +229 New
NL
813
NVWM LLC
Pennsylvania
$21.1K – – –
DAM
814
Delta Asset Management
Tennessee
$21.1K +$21.1K +200 New
HIA
815
Harbor Investment Advisory
Maryland
$20.9K +$15.3K +145 +274%
SWC
816
Spectrum Wealth Counsel
Indiana
$20.8K – – –
NWWA
817
New Wave Wealth Advisors
Arkansas
$15.2K +$15.2K +144 New
TFA
818
Transamerica Financial Advisors
Florida
$14K -$5.24M -49,592 -100%
SWM
819
Sugarloaf Wealth Management
Georgia
$13.6K – – –
PCWA
820
Pacific Capital Wealth Advisors
California
$12.4K – – –
HIW
821
Holos Integrated Wealth
Pennsylvania
$12.4K +$12.5K +118 New
TIM
822
Tortoise Investment Management
New York
$10.5K – – –
KSWA
823
Kathleen S. Wright Associates
Pennsylvania
$9.74K -$634 -6 -6%
OLVIG
824
Oliver Lagore Vanvalin Investment Group
Michigan
$8.86K -$422 -4 -5%
MCA
825
Midwest Capital Advisors
Michigan
$6.64K +$6.65K +63 New
31 32
33
34 35