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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
76
Brandywine Oak Private Wealth
Pennsylvania
$13.7M +$512K +4,922 +4%
HWA
77
Heartwood Wealth Advisors
Virginia
$13.2M -$108K -1,036 -0.8%
LSAG
78
Lake Street Advisors Group
New Hampshire
$13.1M -$2.42M -23,265 -16%
ONB
79
Old National Bancorp
Indiana
$13.1M +$7.73M +74,288 +150%
MWM
80
Modera Wealth Management
New Jersey
$12.6M -$41.9K -403 -0.3%
CAN
81
Cetera Advisor Networks
California
$12.5M -$4.24M -40,716 -26%
MFIM
82
Mesirow Financial Investment Management
Illinois
$12.4M +$12.3M +117,968 New
BWM
83
Brown Wealth Management
Illinois
$12.4M +$4.54M +43,661 +59%
TC
84
TownSquare Capital
Utah
$12.3M +$3.82M +36,734 +46%
LEA
85
Legacy Edge Advisors
New York
$12.1M +$12M +114,900 New
FLPIM
86
F.L. Putnam Investment Management
Massachusetts
$11.4M -$53.8K -517 -0.5%
FCH
87
Freestone Capital Holdings
Washington
$11.1M -$231K -2,218 -2%
MW
88
MBL Wealth
North Carolina
$11M -$354K -3,401 -3%
AIA
89
Alera Investment Advisors
Illinois
$11M +$9.03M +86,813 +495%
TCM
90
TD Capital Management
Tennessee
$11M -$1.77M -16,968 -14%
APP
91
Avantax Planning Partners
Iowa
$10.7M -$7.24M -69,599 -41%
MWAM
92
Manhattan West Asset Management
California
$10.6M -$1.12M -10,743 -10%
PCIA
93
Prime Capital Investment Advisors
Kansas
$10.5M -$3.16M -30,415 -23%
SP
94
Symmetry Partners
Connecticut
$10.5M -$324K -3,111 -3%
PAS
95
Park Avenue Securities
New York
$10.5M -$13.6M -130,491 -57%
SFA
96
Sequoia Financial Advisors
Ohio
$10.4M +$102K +980 +1%
IAN
97
Integrated Advisors Network
Texas
$10.2M -$1.19M -11,393 -11%
GBT
98
Grove Bank & Trust
Florida
$9.57M -$552K -5,304 -6%
BC
99
Brio Consultants
California
$9.46M -$321K -3,088 -3%
KPWS
100
Kestra Private Wealth Services
Texas
$9.1M +$5.07M +48,785 +130%
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4
5 6