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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RBCM
151
Raub Brock Capital Management
California
$610K – – –
KP
152
Keel Point
Alabama
$593K +$591K +5,598 New
EBT
153
Enterprise Bank & Trust
Massachusetts
$592K +$590K +5,585 New
CTA
154
Chesley Taft & Associates
Illinois
$588K +$169K +1,599 +40%
BCM
155
BTC Capital Management
Iowa
$581K -$62.1K -588 -10%
AFC
156
AFT Forsyth & Company
Florida
$572K – – –
SWP
157
Stratos Wealth Partners
Ohio
$540K +$219K +2,075 +69%
CL
158
CPWM LLC
Washington
$536K +$1.48K +14 +0.3%
JWS
159
Juncture Wealth Strategies
Arizona
$536K +$127K +1,203 +31%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$533K +$300K +2,845 +130%
PCG
161
Private Capital Group
Connecticut
$523K +$211 +2 +0%
IWP
162
Icon Wealth Partners
Texas
$520K +$214K +2,031 +71%
TIA
163
Traphagen Investment Advisors
New Jersey
$511K +$509K +4,819 New
AP
164
Advisors Preferred
Maryland
$501K +$499K +4,730 New
CFS
165
Ceros Financial Services
Maryland
$501K +$499K +4,730 New
WFWM
166
Wechter Feldman Wealth Management
New Jersey
$491K -$160K -1,515 -25%
RJT
167
Raymond James Trust
Florida
$482K +$480K +4,543 New
APA
168
American Portfolios Advisors
New York
$478K +$26.5K +251 +6%
CA
169
Calton & Associates
Florida
$469K -$11.1K -105 -2%
AIP
170
Ameritas Investment Partners
Nebraska
$464K -$2.11K -20 -0.5%
PPW
171
Pasadena Private Wealth
California
$457K +$179K +1,693 +65%
CCA
172
Clearwater Capital Advisors
Illinois
$456K – – –
VA
173
Valmark Advisers
Ohio
$456K +$170K +1,606 +60%
HCIA
174
Hochman Cole Investment Advisors
Illinois
$453K -$186K -1,764 -29%
GAM
175
Gemmer Asset Management
California
$450K – – –
5 6
7
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