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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
176
New World Advisors
Massachusetts
$4.53M +$71.6K +686 +2%
AAS
177
Avantax Advisory Services
Texas
$4.47M +$1.07M +10,213 +31%
GA
178
Greenspring Advisors
Maryland
$4.42M -$407K -3,897 -8%
ANTB
179
AMG National Trust Bank
Colorado
$4.42M +$155K +1,481 +4%
LPT
180
Legacy Private Trust
Wisconsin
$4.39M +$545K +5,219 +14%
MFS
181
McNamara Financial Services
Massachusetts
$4.36M +$99.2K +950 +2%
JIR
182
James Investment Research
Ohio
$4.36M -$5.22K -50 -0.1%
CFMC
183
Curbstone Financial Management Corp
New Hampshire
$4.32M +$31.3K +300 +0.7%
DAS
184
Dynamic Advisor Solutions
Arizona
$4.32M +$1.62M +15,507 +60%
LA
185
Lindenwold Advisors
Pennsylvania
$4.28M +$475K +4,551 +13%
WP
186
WealthSource Partners
California
$4.25M -$1.03M -9,887 -20%
SWM
187
Spire Wealth Management
Virginia
$4.22M +$1.35M +12,958 +47%
FCBT
188
First Citizens Bank & Trust
North Carolina
$4.2M +$2.88M +27,568 +220%
PAG
189
Private Advisor Group
New Jersey
$4.14M -$460K -4,410 -10%
CPA
190
Cardiff Park Advisors
California
$4.08M +$2.19K +21 +0.1%
RJT
191
Raymond James Trust
Florida
$4.07M -$226K -2,166 -5%
WPC
192
Wedmont Private Capital
Pennsylvania
$4.01M -$322K -3,083 -7%
IWC
193
Integrated Wealth Concepts
Massachusetts
$4.01M -$892K -8,540 -18%
WAS
194
Wealth Advisory Solutions
Indiana
$4.01M -$3.02M -28,933 -43%
EWM
195
Elmwood Wealth Management
California
$3.94M – – –
WF
196
Williams Financial
Vermont
$3.93M -$4.69M -44,930 -54%
CA
197
Cetera Advisors
Colorado
$3.93M -$1.22M -11,710 -24%
IWP
198
Icon Wealth Partners
Texas
$3.91M +$3.9M +37,320 New
BLC
199
Brown, Lisle/Cummings
Rhode Island
$3.9M – – –
BMCM
200
Bryn Mawr Capital Management
Pennsylvania
$3.86M -$209K -2,000 -5%
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