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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SRB
801
Shotwell Rutter Baer
Michigan
$200K +$200K +1,873 New
PW
802
Pandora Wealth
Illinois
$192K – – –
TRCT
803
Tower Research Capital (TRC)
New York
$190K -$5.94M -55,695 -97%
VR
804
Vision Retirement
New Jersey
$187K +$187K +1,752 New
SIS
805
Strategic Investment Solutions
Illinois
$180K +$1.49K +14 +0.8%
MWPCG
806
Measured Wealth Private Client Group
New Hampshire
$168K +$168K +1,577 New
RWM
807
Raffa Wealth Management
District of Columbia
$167K +$71.8K +674 +76%
CFM
808
Cornerstone Financial Management
Massachusetts
$158K +$158K +1,483 New
GEA
809
Glen Eagle Advisors
New Jersey
$152K – – –
IBOK
810
Independence Bank of Kentucky
Kentucky
$146K – – –
AEPWM
811
Atlantic Edge Private Wealth Management
Florida
$139K – – –
SW
812
SoFi Wealth
California
$122K +$28.3K +266 +30%
RF
813
Robinswood Financial
Washington
$116K – – –
SS
814
Sunbelt Securities
Texas
$114K -$2.02K -19 -2%
BOJHT
815
Bank of Jackson Hole Trust
Wyoming
$96.3K – – –
WOSD
816
WFA of San Diego
California
$95.4K – – –
VWM
817
Valley Wealth Managers
New Jersey
$86K – – –
HNB
818
Huntington National Bank
Ohio
$83.7K – – –
CF
819
Collier Financial
Colorado
$83K +$426 +4 +0.5%
AAG
820
Armstrong Advisory Group
Massachusetts
$81.4K – – –
DIP
821
DT Investment Partners
Pennsylvania
$77.7K +$20.6K +193 +36%
HWA
822
HHM Wealth Advisors
Tennessee
$74.7K – – –
SHIM
823
Stone House Investment Management
Pennsylvania
$73.4K +$56.1K +526 +325%
CICI
824
Capital Investment Counsel Inc
North Carolina
$70.3K +$70.2K +659 New
FMB
825
Field & Main Bank
Kentucky
$69.5K +$10.8K +101 +18%
31 32
33
34 35