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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
801
Promus Capital
Illinois
$42K +$42.1K +398 New
LWCFA
802
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.4K – – –
BWAM
803
Boyd Watterson Asset Management
Ohio
$34.7K – – –
CFFP
804
Center for Financial Planning
Michigan
$34.6K +$34.7K +328 New
AF
805
Abound Financial
California
$34.1K +$34.1K +323 New
VNA
806
Valley National Advisers
Pennsylvania
$30K +$30.6K +289 New
GWS
807
Greykasell Wealth Strategies
California
$29.6K +$29.6K +280 New
AT
808
Arlington Trust
Alabama
$29K +$29.1K +275 New
LFA
809
LGT Financial Advisors
Texas
$27.7K -$124K -1,174 -82%
BIG
810
Brooklyn Investment Group
New York
$26.6K +$26.6K +252 New
RA
811
Rise Advisors
New York
$25.4K +$106 +1 +0.4%
FNWA
812
Financial Network Wealth Advisors
Utah
$25.1K +$25.2K +238 New
DAM
813
Delta Asset Management
Tennessee
$21.1K – – –
NL
814
NVWM LLC
Pennsylvania
$21.1K – – –
HIA
815
Harbor Investment Advisory
Maryland
$20.9K – – –
SWC
816
Spectrum Wealth Counsel
Indiana
$20.8K – – –
BI
817
Binnacle Investments
Iowa
$20.5K +$20.5K +194 New
CIA
818
Cape Investment Advisory
Georgia
$13.3K -$11.2K -106 -46%
TFA
819
Transamerica Financial Advisors
Florida
$13K -$951 -9 -7%
GWANC
820
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.9K -$13.7K -130 -52%
HIW
821
Holos Integrated Wealth
Pennsylvania
$12.5K – – –
RWS
822
Retirement Wealth Solutions
Wisconsin
$12K -$12.2K -115 -50%
AAP
823
Arax Advisory Partners
Colorado
$12K +$12.1K +114 New
GM
824
GeoWealth Management
Illinois
$11.6K -$14.8K -140 -56%
TIM
825
Tortoise Investment Management
New York
$10.6K – – –
31 32
33
34 35