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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
826
Bank of Jackson Hole Trust
Wyoming
$96.2K – – –
WOSD
827
WFA of San Diego
California
$95.2K – – –
VWM
828
Valley Wealth Managers
New Jersey
$85.8K – – –
CF
829
Collier Financial
Colorado
$83.1K +$428 +4 +0.5%
DIP
830
DT Investment Partners
Pennsylvania
$82.2K +$4.71K +44 +6%
AAG
831
Armstrong Advisory Group
Massachusetts
$81.3K – – –
VR
832
Vision Retirement
New Jersey
$81.2K -$106K -990 -57%
HWA
833
HHM Wealth Advisors
Tennessee
$74.5K – – –
PIS
834
POM Investment Strategies
North Carolina
$70.7K +$71K +663 New
CICI
835
Capital Investment Counsel Inc
North Carolina
$70.2K – – –
FMB
836
Field & Main Bank
Kentucky
$69.3K – – –
M
837
MOTCO
Texas
$67.8K – – –
PP
838
Pacifica Partners
Canada
$66.6K – – –
CCWM
839
Cassaday & Co Wealth Management
Virginia
$60.7K +$61K +570 New
SHIM
840
Stone House Investment Management
Pennsylvania
$56.2K -$17.1K -160 -23%
MS
841
Monetary Solutions
Ohio
$54.5K +$214 +2 +0.4%
HFS
842
Horizon Financial Services
North Carolina
$50.2K – – –
ACA
843
Atlas Capital Advisors
Wyoming
$49.3K +$49.6K +463 New
BWM
844
Bernard Wealth Management
Michigan
$47.9K – – –
1L
845
10Elms LLP
Oklahoma
$46.3K – – –
MPW
846
MASECO Private Wealth
$42.9K +$43.1K +403 New
SEP
847
Signature Equity Partners
Ohio
$39.9K +$2.14K +20 +6%
BWAM
848
Boyd Watterson Asset Management
Ohio
$35K – – –
SC
849
SouthState Corp
Florida
$34.2K – – –
GWS
850
Greykasell Wealth Strategies
California
$31.3K – – –
32 33
34
35 36