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BlackRock Short Maturity Municipal Bond ETF
MEAR

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
Pineridge Advisors
Missouri
$381K -$38.4K -765 -9%
SWP
102
Summit Wealth Partners
Florida
$369K +$368K +7,334 New
ECM
103
Evergreen Capital Management
Washington
$355K – – –
MCI
104
MRP Capital Investments
Georgia
$352K +$351K +7,000 New
MIA
105
Milestone Investment Advisors
Wisconsin
$352K +$200K +3,989 +133%
WA
106
Waverly Advisors
Alabama
$347K -$121K -2,400 -26%
ML
107
McAdam LLC
Pennsylvania
$341K -$36.9K -735 -10%
BWM
108
BlackDiamond Wealth Management
New York
$338K -$62.1K -1,237 -15%
SFG
109
Shum Financial Group
California
$333K +$334K +6,650 New
TI
110
Tidal Investments
Wisconsin
$332K +$332K +6,608 New
OWA
111
Opal Wealth Advisors
New York
$316K -$10.6K -212 -3%
LF
112
Lantz Financial
Illinois
$299K -$15.9K -316 -5%
VWA
113
Visionary Wealth Advisors
Illinois
$276K – – –
CIAS
114
CFS Investment Advisory Services
New Jersey
$273K +$21.9K +436 +9%
C1AG
115
Client 1st Advisory Group
Florida
$273K – – –
SFO
116
Stokes Family Office
Louisiana
$253K +$253K +5,033 New
ARA
117
Alexander Randolph Advisory
Virginia
$252K – – –
BA
118
Bridge Advisory
California
$241K -$400K -7,974 -63%
IA
119
IFP Advisors
Florida
$241K -$26.3K -524 -10%
HFW
120
Horizon Family Wealth
Illinois
$203K +$351 +7 +0.2%
TFA
121
Tobias Financial Advisors
Florida
$203K – – –
CIA
122
Concurrent Investment Advisors
Florida
$201K +$200K +3,986 New
AF
123
Allworth Financial
California
$189K +$3.56K +71 +2%
VNA
124
Valley National Advisers
Pennsylvania
$185K -$438K -8,720 -70%
MG
125
Mather Group
Illinois
$133K – – –
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5
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