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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
226
Presilium Private Wealth
Pennsylvania
$3.13M -$651K -6,236 -17%
IA
227
IFP Advisors
Florida
$3.07M -$4.98M -47,727 -62%
OFG
228
Omega Financial Group
California
$3.05M +$676K +6,474 +29%
PGA
229
Portland Global Advisors
Maine
$3.05M -$99.2K -950 -3%
ML
230
McAdam LLC
Pennsylvania
$3.04M +$2.81M +26,907 +1,265%
EWA
231
EP Wealth Advisors
California
$3.03M -$4.2M -40,200 -60%
EA
232
Efficient Advisors
Ohio
$3.01M -$56.1K -537 -2%
BFA
233
Bragg Financial Advisors
North Carolina
$3M -$156K -1,490 -5%
OIA
234
OneDigital Investment Advisors
Kansas
$3M -$2.27M -21,734 -43%
SCM
235
SCS Capital Management
Massachusetts
$2.99M -$129K -1,240 -4%
EFM
236
Eley Financial Management
Vermont
$2.97M – – –
CTA
237
Chesley Taft & Associates
Illinois
$2.95M +$677K +6,483 +30%
PG
238
Patten Group
Tennessee
$2.95M +$302K +2,897 +11%
AI
239
Atria Investments
North Carolina
$2.85M +$747K +7,151 +36%
FHB
240
First Hawaiian Bank
Hawaii
$2.82M -$30.2K -289 -1%
PA
241
Procyon Advisors
Connecticut
$2.76M +$2.75M +26,377 New
BW
242
BIP Wealth
Georgia
$2.74M +$2.73M +26,170 New
OP
243
ORG Partners
Indiana
$2.74M +$2.73M +26,117 New
NW
244
NewEdge Wealth
Pennsylvania
$2.72M -$7.41K -71 -0.3%
KL
245
KWMG LLC
Kansas
$2.7M -$14.8K -142 -0.5%
JIC
246
Joel Isaacson & Co
New York
$2.69M -$159K -1,524 -6%
BF
247
Brooklyn FI
New York
$2.64M +$2.07M +19,837 +417%
OPWM
248
Oakwell Private Wealth Management
Texas
$2.62M -$2.72M -26,079 -51%
KAS
249
Kestra Advisory Services
Texas
$2.61M -$15.1M -144,995 -85%
SQA
250
Simon Quick Advisors
New Jersey
$2.59M +$106K +1,017 +4%
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