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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
126
Advocacy Wealth Management Services
Georgia
$88K -$7.22K -68 -8%
GAM
127
Gemmer Asset Management
California
$70K – – –
AWM
128
Avior Wealth Management
Nebraska
$65K – – –
WA
129
WFG Advisors
Texas
$64K +$63.8K +601 New
IIC
130
Integrated Investment Consultants
Michigan
$63K – – –
CS
131
Credential Securities
$49.4K – – –
IFA
132
Interactive Financial Advisors
Illinois
$34K – – –
FMII
133
Farmers & Merchants Investments Inc
Nebraska
$27K – – –
PG
134
Patten Group
Tennessee
$26.6K – – –
SWA
135
Sutton Wealth Advisors
Florida
$25.5K – – –
BFEC
136
Benjamin F. Edwards & Company
Missouri
$25K – – –
CAL
137
Capital Analysts LLC
Pennsylvania
$11.7K – – –
ACM
138
Argentus Capital Management
Texas
$11K +$5.73K +54 +115%
RWM
139
Raffa Wealth Management
District of Columbia
$9.57K – – –
AW
140
Alpha Windward
Massachusetts
$9K – – –
CA
141
CapWealth Advisors
Tennessee
$8K – – –
AssetMark Inc
142
AssetMark Inc
California
$5K – – –
UFF
143
USA Financial Formulas
Michigan
– -$15.7M -148,232 Closed
DWM
144
Destination Wealth Management
California
– -$12.4M -117,481 Closed
AL
145
Aspiriant LLC
California
– -$1.73M -16,286 Closed
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
– -$1.19M -11,253 Closed
OC
147
Oppenheimer & Co
New York
– -$486K -4,581 Closed
AIG
148
American International Group
New York
– -$421K -3,967 Closed
PMG
149
ProVise Management Group
Florida
– -$220K -2,073 Closed
1IA
150
1834 Investment Advisors
Wisconsin
– -$212K -2,000 Closed