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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
151
Eagle Rock Investment Company
Georgia
$4.82M +$3.01M +28,809 +159%
JIR
152
James Investment Research
Ohio
$4.8M +$44.4K +425 +0.9%
RI
153
Rinkey Investments
California
$4.79M +$4.84M +46,374 New
EWA
154
ERTS Wealth Advisors
Michigan
$4.73M +$717K +6,871 +18%
KWM
155
Keebeck Wealth Management
Illinois
$4.72M +$747K +7,151 +18%
SW
156
SVB Wealth
Massachusetts
$4.67M -$657K -6,291 -12%
KPWS
157
Kestra Private Wealth Services
Texas
$4.65M +$1.6M +15,356 +51%
TCBWMS
158
Texas Capital Bank Wealth Management Services
Texas
$4.54M -$295K -2,826 -6%
APW
159
Austin Private Wealth
Texas
$4.52M +$542K +5,196 +13%
AWS
160
Atria Wealth Solutions
New York
$4.48M +$930K +8,913 +26%
RSWM
161
Robertson Stephens Wealth Management
California
$4.45M -$457K -4,377 -9%
HIG
162
Heritage Investment Group
Florida
$4.42M -$1.85M -17,705 -29%
WAS
163
Wealth Advisory Solutions
Indiana
$4.42M -$19.9K -191 -0.4%
OIA
164
OneDigital Investment Advisors
Kansas
$4.37M +$552K +5,285 +14%
CCA
165
Clearwater Capital Advisors
Illinois
$4.36M +$23.1K +221 +0.5%
TA
166
TruWealth Advisors
Louisiana
$4.36M +$197K +1,883 +5%
PP
167
PrairieView Partners
Minnesota
$4.36M +$807K +7,730 +22%
SHWM
168
Smith & Howard Wealth Management
Georgia
$4.33M -$3.71M -35,521 -46%
NWA
169
New World Advisors
Massachusetts
$4.2M -$2.82K -27 -0.1%
VCM
170
Vivaldi Capital Management
Illinois
$4.2M -$2.23M -21,373 -34%
PAG
171
Private Advisor Group
New Jersey
$4.13M -$3.11M -29,764 -43%
JBA
172
Johnson Bixby & Associates
Washington
$4.11M +$597K +5,721 +17%
SCM
173
SCS Capital Management
Massachusetts
$4.01M +$965K +9,245 +31%
MFS
174
McNamara Financial Services
Massachusetts
$4M -$4.59K -44 -0.1%
KAS
175
Kestra Advisory Services
Texas
$3.94M -$2.3M -22,024 -36%
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7
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