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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
176
OneDigital Investment Advisors
Kansas
$5.25M +$807K +7,798 +18%
APW
177
Austin Private Wealth
Texas
$5.21M +$613K +5,922 +13%
CA
178
Cetera Advisors
Colorado
$5.13M +$2.83M +27,346 +125%
SWM
179
Seaside Wealth Management
California
$5.05M -$65.7K -635 -1%
IWM
180
Integris Wealth Management
California
$5.02M +$4.98M +48,161 New
MFA
181
Mayflower Financial Advisors
Massachusetts
$5.01M +$3.5M +33,812 +237%
SFG
182
Sunburst Financial Group
Alabama
$5M +$3.14M +30,382 +173%
BSWA
183
Bromfield Sneider Wealth Advisors
Massachusetts
$4.97M +$4.75M +45,865 +2,602%
JBA
184
Johnson Bixby & Associates
Washington
$4.93M +$742K +7,171 +18%
ERIC
185
Eagle Rock Investment Company
Georgia
$4.92M +$6.21K +60 +0.1%
SIM
186
Studio Investment Management
Illinois
$4.91M +$2.34M +22,595 +92%
IWC
187
Integrated Wealth Concepts
Massachusetts
$4.88M +$1.56M +15,090 +48%
GA
188
Greenspring Advisors
Maryland
$4.81M +$1.82M +17,605 +62%
OC
189
Oppenheimer & Co
New York
$4.81M -$220K -2,125 -4%
FAM
190
Forte Asset Management
New York
$4.74M -$1.09M -10,548 -19%
FFS
191
Founders Financial Securities
Maryland
$4.63M +$1.29M +12,494 +39%
HI
192
Horizon Investments
North Carolina
$4.62M +$1.21M +11,657 +36%
NWA
193
New World Advisors
Massachusetts
$4.44M +$173K +1,668 +4%
SIA
194
Soltis Investment Advisors
Utah
$4.4M -$552K -5,331 -11%
JIR
195
James Investment Research
Ohio
$4.35M -$528K -5,100 -11%
OWA
196
One Wealth Advisors
California
$4.35M +$4.32M +41,693 New
WPC
197
Wedmont Private Capital
Pennsylvania
$4.32M -$732K -7,070 -15%
RJT
198
Raymond James Trust
Florida
$4.28M +$1.44M +13,884 +51%
CFMC
199
Curbstone Financial Management Corp
New Hampshire
$4.27M -$937K -9,050 -18%
CFP
200
Catalyst Financial Partners
Massachusetts
$4.27M +$4.24M +40,924 New
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8
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