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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
201
Efficient Advisors
Ohio
$3.19M -$250K -2,403 -7%
KPWS
202
Kestra Private Wealth Services
Texas
$3.13M +$2.3M +22,090 +281%
SCM
203
SCS Capital Management
Massachusetts
$3.12M – – –
GBT
204
Grove Bank & Trust
Florida
$3.12M -$1.54M -14,834 -33%
WANY
205
Wealthspire Advisors (New York)
New York
$3.1M +$1.52M +14,635 +98%
AWS
206
AJ Wealth Strategies
New York
$3.09M +$3.07M +29,490 New
GA
207
Greenspring Advisors
Maryland
$3.07M +$1.55M +14,914 +103%
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.02M -$35.4K -340 -1%
MG
209
Mather Group
Illinois
$2.98M -$7.53M -72,414 -72%
WCM
210
Wunderlich Capital Managemnt
Tennessee
$2.97M -$1.25K -12 -0%
PG
211
Proffitt & Goodson
Tennessee
$2.9M -$606K -5,829 -17%
KCM
212
Karp Capital Management
California
$2.89M +$2.87M +27,602 New
RJT
213
Raymond James Trust
Florida
$2.86M -$954K -9,169 -25%
NGA
214
Naples Global Advisors
Florida
$2.84M -$127K -1,220 -4%
OWA
215
One Wealth Advisors
California
$2.83M +$115K +1,104 +4%
FAM
216
Forte Asset Management
New York
$2.78M +$2.77M +26,592 New
LA
217
LVW Advisors
New York
$2.75M -$165K -1,588 -6%
FTS
218
Fifth Third Securities
Ohio
$2.65M +$2.63M +25,320 New
KIM
219
Karpus Investment Management
New York
$2.65M -$1M -9,625 -28%
OFG
220
Omega Financial Group
California
$2.63M -$10.8K -104 -0.4%
JWS
221
Juncture Wealth Strategies
Arizona
$2.62M +$801K +7,695 +44%
NWM
222
NEIRG Wealth Management
Massachusetts
$2.62M +$2.18M +20,938 +511%
BCM
223
Brookstone Capital Management
Illinois
$2.59M +$1.52M +14,575 +143%
SIM
224
Studio Investment Management
Illinois
$2.59M +$41.6K +400 +2%
NWM
225
Northwest Wealth Management
Iowa
$2.58M +$357K +3,431 +16%
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