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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
801
Capital Investment Advisory Services
North Carolina
$74K – – –
CICI
802
Capital Investment Counsel Inc
North Carolina
$70.1K – – –
HNB
803
Huntington National Bank
Ohio
$68.3K – – –
PC
804
Promus Capital
Illinois
$68.2K +$25.7K +243 +61%
M
805
MOTCO
Texas
$68K – – –
PP
806
Pacifica Partners
Canada
$66.4K – – –
CIA
807
Cape Investment Advisory
Georgia
$63.6K +$49.9K +472 +375%
BWM
808
Bernard Wealth Management
Michigan
$58.5K -$442K -4,187 -88%
KFP
809
Keener Financial Planning
Texas
$55K +$55.5K +525 New
ACA
810
Atlas Capital Advisors
Wyoming
$51.7K +$51.3K +486 New
AF
811
Advisornet Financial
Minnesota
$51.3K – – –
HFS
812
Horizon Financial Services
North Carolina
$50.9K +$50.6K +479 New
MWM
813
Mascoma Wealth Management
New Hampshire
$47.9K – – –
1L
814
10Elms LLP
Oklahoma
$46.3K – – –
EB
815
Eastern Bank
Massachusetts
$45K +$41.4K +392 +1,265%
SHIM
816
Stone House Investment Management
Pennsylvania
$44.6K -$1.69M -16,005 -97%
BCM
817
Boreal Capital Management
Florida
$42.5K +$42.3K +400 New
LWCFA
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.9K – – –
BI
819
Binnacle Investments
Iowa
$38.7K +$18K +170 +88%
BWAM
820
Boyd Watterson Asset Management
Ohio
$35K – – –
S
821
SignatureFD
Georgia
$31.9K -$11.5K -109 -27%
GWS
822
Greykasell Wealth Strategies
California
$29.8K – – –
LFA
823
LGT Financial Advisors
Texas
$28.1K +$211 +2 +0.8%
KHC
824
Koesten Hirschmann & Crabtree
Kansas
$26.8K -$63.4K -600 -70%
FNWA
825
Financial Network Wealth Advisors
Utah
$25.4K +$106 +1 +0.4%
31 32
33
34 35