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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
826
Harbor Investment Advisory
Maryland
$22.8K +$1.69K +16 +8%
MYIA
827
Mount Yale Investment Advisors
Colorado
$21.6K +$21.4K +203 New
DAM
828
Delta Asset Management
Tennessee
$21.3K – – –
RA
829
Rise Advisors
New York
$19.9K -$5.7K -54 -22%
BFP
830
Briaud Financial Planning
Texas
$19K +$19.1K +181 New
BIG
831
Brooklyn Investment Group
New York
$16.5K -$10.2K -97 -38%
BL
832
Balentine LLC
Georgia
$15.3K -$126K -1,196 -89%
ADL
833
Asset Dedication LLC
California
$13K -$71.1K -673 -85%
GWANC
834
Guardian Wealth Advisors (North Carolina)
North Carolina
$13K – – –
HIW
835
Holos Integrated Wealth
Pennsylvania
$12.6K – – –
RWS
836
Retirement Wealth Solutions
Wisconsin
$12.2K +$106 +1 +0.9%
TFA
837
Transamerica Financial Advisors
Florida
$12.2K – – –
GM
838
GeoWealth Management
Illinois
$11.7K – – –
TIM
839
Tortoise Investment Management
New York
$10.6K – – –
VNA
840
Valley National Advisers
Pennsylvania
$9K -$21.5K -204 -71%
EWM
841
EPG Wealth Management
Georgia
$6.49K – – –
Q1WB
842
Quest 10 Wealth Builders
Virginia
$5.96K – – –
CPG
843
Cornerstone Planning Group
New Jersey
$5.79K -$3.38K -32 -37%
VCM
844
Viewpoint Capital Management
Washington
$5.32K – – –
VWM
845
Vermillion Wealth Management
Minnesota
$5.1K +$5.07K +48 New
OLVIG
846
Oliver Lagore Vanvalin Investment Group
Michigan
$4.86K +$4.86K +46 New
RIL
847
Rothschild Investment LLC
Illinois
$4.57K +$4.54K +43 New
CAM
848
Clarity Asset Management
Iowa
$4.18K – – –
HCM
849
Hollencrest Capital Management
California
$3.83K +$3.8K +36 New
RCM
850
Raleigh Capital Management
North Carolina
$3.64K – – –
32 33
34
35 36