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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
201
Zacks Investment Management
Illinois
$2.06M +$7.84K +73 +0.4%
PFS
202
Prospera Financial Services
Texas
$2.05M -$144K -1,345 -7%
DWM
203
Dakota Wealth Management
Florida
$2.03M -$34.2K -318 -2%
SWP
204
Stratos Wealth Partners
Ohio
$2.01M +$1.01M +9,437 +102%
CCA
205
Conservest Capital Advisors
Pennsylvania
$2.01M +$2.01M +18,698 New
FTS
206
Fifth Third Securities
Ohio
$2M +$106K +984 +6%
CCWA
207
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.99M -$11.6K -108 -0.6%
AIA
208
Alera Investment Advisors
Illinois
$1.97M -$107K -996 -5%
OAP
209
One Advisory Partners
Kansas
$1.97M +$1.97M +18,365 New
GGS
210
Galvin Gaustad & Stein
Arizona
$1.93M -$119K -1,104 -6%
MA
211
Montag & Associates
Georgia
$1.87M -$5.05K -47 -0.3%
LPT
212
Legacy Private Trust
Wisconsin
$1.85M – – –
BF
213
BOK Financial
Oklahoma
$1.85M +$1.14M +10,626 +161%
DBT
214
Dubuque Bank & Trust
Iowa
$1.78M +$14.1K +131 +0.8%
CIA
215
Capital Investment Advisors
Georgia
$1.78M -$39.7K -370 -2%
RRC
216
Relaxing Retirement Coach
Massachusetts
$1.77M -$2.38M -22,133 -57%
RCAG
217
Rehmann Capital Advisory Group
Michigan
$1.77M +$684K +6,371 +63%
SHWM
218
Smith & Howard Wealth Management
Georgia
$1.75M +$1.75M +16,337 New
CA
219
Cetera Advisors
Colorado
$1.72M +$45K +419 +3%
OIA
220
OneDigital Investment Advisors
Kansas
$1.71M -$1.2M -11,203 -41%
USGIU
221
U.S. Global Investors (USGI)
Texas
$1.66M +$1.66M +15,500 New
WFPG
222
Waller Financial Planning Group
Ohio
$1.66M +$151K +1,405 +10%
PWA
223
Physician Wealth Advisors
Utah
$1.66M +$372K +3,464 +29%
LW
224
Linscomb Wealth
Texas
$1.63M +$789K +7,347 +94%
SIC
225
Sigma Investment Counselors
Michigan
$1.62M +$165K +1,535 +11%
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