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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
801
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.4K – – –
BWAM
802
Boyd Watterson Asset Management
Ohio
$34.7K – – –
CFFP
803
Center for Financial Planning
Michigan
$34.6K +$34.7K +328 New
AF
804
Abound Financial
California
$34.1K +$34.1K +323 New
VNA
805
Valley National Advisers
Pennsylvania
$30K +$30.6K +289 New
GWS
806
Greykasell Wealth Strategies
California
$29.6K +$29.6K +280 New
AT
807
Arlington Trust
Alabama
$29K +$29.1K +275 New
LFA
808
LGT Financial Advisors
Texas
$27.7K -$124K -1,174 -82%
BIG
809
Brooklyn Investment Group
New York
$26.6K +$26.6K +252 New
RA
810
Rise Advisors
New York
$25.4K +$106 +1 +0.4%
FNWA
811
Financial Network Wealth Advisors
Utah
$25.1K +$25.2K +238 New
DAM
812
Delta Asset Management
Tennessee
$21.1K – – –
NL
813
NVWM LLC
Pennsylvania
$21.1K – – –
HIA
814
Harbor Investment Advisory
Maryland
$20.9K – – –
SWC
815
Spectrum Wealth Counsel
Indiana
$20.8K – – –
BI
816
Binnacle Investments
Iowa
$20.5K +$20.5K +194 New
CIA
817
Cape Investment Advisory
Georgia
$13.3K -$11.2K -106 -46%
TFA
818
Transamerica Financial Advisors
Florida
$13K -$951 -9 -7%
GWANC
819
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.9K -$13.7K -130 -52%
HIW
820
Holos Integrated Wealth
Pennsylvania
$12.5K – – –
RWS
821
Retirement Wealth Solutions
Wisconsin
$12K -$12.2K -115 -50%
AAP
822
Arax Advisory Partners
Colorado
$12K +$12.1K +114 New
GM
823
GeoWealth Management
Illinois
$11.6K -$14.8K -140 -56%
TIM
824
Tortoise Investment Management
New York
$10.6K – – –
TCOV
825
Trust Company of Vermont
Vermont
$9.19K +$9.2K +87 New
31 32
33
34 35