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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MS
826
Monetary Solutions
Ohio
$54.4K +$54.3K +510 New
HFS
827
Horizon Financial Services
North Carolina
$50.3K – – –
BWM
828
Bernard Wealth Management
Michigan
$48K – – –
1L
829
10Elms LLP
Oklahoma
$46.4K – – –
RIL
830
Rothschild Investment LLC
Illinois
$43.2K +$42.8K +402 +13,400%
BCM
831
Boreal Capital Management
Florida
$42.7K – – –
RF
832
Rossby Financial
Florida
$38.9K -$86.5K -812 -69%
SEP
833
Signature Equity Partners
Ohio
$37.9K +$37.8K +355 New
BWAM
834
Boyd Watterson Asset Management
Ohio
$35.1K – – –
SC
835
SouthState Corp
Florida
$34.3K -$5.86K -55 -15%
MWM
836
Mascoma Wealth Management
New Hampshire
$33K -$15K -141 -31%
OC
837
Optima Capital
Oregon
$32.6K +$32.6K +306 New
GWS
838
Greykasell Wealth Strategies
California
$31.4K +$1.49K +14 +5%
AF
839
Abound Financial
California
$28.2K +$28.1K +264 New
AF
840
Advisornet Financial
Minnesota
$27.3K -$7.14K -67 -21%
FNWA
841
Financial Network Wealth Advisors
Utah
$25.9K +$213 +2 +0.8%
HIA
842
Harbor Investment Advisory
Maryland
$25K +$2.13K +20 +9%
BBHC
843
Brown Brothers Harriman & Co
New York
$25K +$24.9K +234 New
CPG
844
Cornerstone Planning Group
New Jersey
$21.9K -$1.6K -15 -7%
CT
845
Caldwell Trust
Florida
$21.4K +$21.4K +201 New
DAM
846
Delta Asset Management
Tennessee
$21.3K – – –
KFG
847
Kingdom Financial Group
Arizona
$20.1K +$20.1K +189 New
TCOV
848
Trust Company of Vermont
Vermont
$17.1K +$17.1K +160 New
BL
849
Balentine LLC
Georgia
$15.4K – – –
HIW
850
Holos Integrated Wealth
Pennsylvania
$12.6K – – –
32 33
34
35 36