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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
176
Integrated Wealth Concepts
Massachusetts
$4.6M +$615K +5,906 +15%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$4.54M +$1.24M +11,907 +38%
KWM
178
Keebeck Wealth Management
Illinois
$4.49M -$432K -4,149 -9%
OWM
179
Orgel Wealth Management
Wisconsin
$4.47M -$123M -1,184,568 -97%
MFS
180
McNamara Financial Services
Massachusetts
$4.41M +$82K +788 +2%
DAS
181
Dynamic Advisor Solutions
Arizona
$4.38M +$91K +874 +2%
ANTB
182
AMG National Trust Bank
Colorado
$4.37M -$18.1K -174 -0.4%
RC
183
Roundview Capital
New Jersey
$4.31M -$827K -7,943 -16%
CFMC
184
Curbstone Financial Management Corp
New Hampshire
$4.29M – – –
HCC
185
Hirtle Callaghan & Co
Pennsylvania
$4.18M +$1.89M +18,171 +83%
SWM
186
Spire Wealth Management
Virginia
$4.17M -$32.3K -310 -0.8%
WFAG
187
Wescott Financial Advisory Group
Pennsylvania
$4.11M -$1.88M -18,066 -31%
OHIS
188
Oak Harvest Investment Services
Texas
$4.1M +$3.44M +33,036 +521%
EWM
189
Executive Wealth Management
Michigan
$4.06M -$923K -8,869 -19%
LA
190
LVW Advisors
New York
$4M -$873K -8,388 -18%
JIR
191
James Investment Research
Ohio
$3.92M -$418K -4,012 -10%
BLC
192
Brown, Lisle/Cummings
Rhode Island
$3.87M – – –
WP
193
WealthSource Partners
California
$3.82M -$402K -3,863 -10%
VA
194
Valmark Advisers
Ohio
$3.75M +$385K +3,699 +11%
BMCM
195
Bryn Mawr Capital Management
Pennsylvania
$3.74M -$96.8K -930 -3%
PA
196
Probity Advisors
Texas
$3.68M +$3.68M +35,375 New
CPP
197
Capasso Planning Partners
South Carolina
$3.64M +$75.5K +725 +2%
CA
198
Cetera Advisors
Colorado
$3.62M -$281K -2,703 -7%
AIA
199
Alera Investment Advisors
Illinois
$3.62M -$106K -1,022 -3%
PAG
200
Private Advisor Group
New Jersey
$3.58M -$529K -5,078 -13%
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