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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
201
Forte Asset Management
New York
$3.83M -$923K -8,844 -19%
LW
202
Linscomb Wealth
Texas
$3.82M -$233K -2,235 -6%
FFM
203
Forum Financial Management
Illinois
$3.78M +$505K +4,839 +15%
AIA
204
Alera Investment Advisors
Illinois
$3.75M -$4.07M -39,031 -52%
PWLP
205
Prio Wealth Limited Partnership
Massachusetts
$3.75M +$103K +991 +3%
CPIG
206
Chicago Partners Investment Group
Illinois
$3.74M +$48.5K +465 +1%
FTUS
207
Flow Traders U.S.
New York
$3.7M +$3.69M +35,309 New
OWA
208
One Wealth Advisors
California
$3.69M -$672K -6,437 -15%
OC
209
Oppenheimer & Co
New York
$3.67M -$1.16M -11,067 -24%
CPP
210
Capasso Planning Partners
South Carolina
$3.59M -$82.2K -787 -2%
DI
211
DFPG Investments
Utah
$3.54M +$733K +7,023 +26%
RCAG
212
Rehmann Capital Advisory Group
Michigan
$3.51M +$119K +1,138 +4%
PP
213
Prosperity Planning
Missouri
$3.49M – – –
IWMA
214
Ironwood Wealth Management (Arizona)
Arizona
$3.44M +$193K +1,851 +6%
VA
215
Valmark Advisers
Ohio
$3.38M +$259K +2,478 +8%
ST
216
Smithfield Trust
Pennsylvania
$3.35M -$3.56M -34,140 -52%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$3.35M +$16K +153 +0.5%
WAP
218
Wealthcare Advisory Partners
Pennsylvania
$3.32M -$1.99M -19,055 -38%
WCM
219
Wunderlich Capital Managemnt
Tennessee
$3.29M +$16.7K +160 +0.5%
AL
220
ADE LLC
Maryland
$3.24M +$104 +1 +0%
ECM
221
Exchange Capital Management
Michigan
$3.24M +$17.4K +167 +0.5%
FANJ
222
Financial Architects (New Jersey)
New Jersey
$3.22M -$768K -7,353 -19%
HCM
223
Highview Capital Management
Illinois
$3.22M +$702K +6,721 +28%
MCM
224
Mattern Capital Management
Colorado
$3.14M +$619K +5,933 +25%
AFPL
225
Advus Financial Partners, LLC
Florida
$3.13M -$11.1M -106,635 -78%
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