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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
226
TruWealth Advisors
Louisiana
$2.98M -$4.15M -39,902 -58%
CTA
227
Chesley Taft & Associates
Illinois
$2.96M +$26K +250 +0.9%
CPA
228
Cardiff Park Advisors
California
$2.95M -$1.1M -10,610 -27%
EFM
229
Eley Financial Management
Vermont
$2.95M – – –
FFM
230
Forum Financial Management
Illinois
$2.95M -$804K -7,720 -21%
EA
231
Efficient Advisors
Ohio
$2.94M -$49K -471 -2%
PG
232
Patten Group
Tennessee
$2.92M -$14.5K -139 -0.5%
NVCHI
233
New Vernon Capital Holdings II
New Jersey
$2.89M +$2.89M +27,775 New
KPWS
234
Kestra Private Wealth Services
Texas
$2.81M +$630K +6,057 +29%
LNC
235
Lincoln National Corp
Pennsylvania
$2.79M -$3.93M -37,771 -58%
BHWM
236
Beaird Harris Wealth Management
Texas
$2.75M +$992K +9,533 +56%
OPWM
237
Oakwell Private Wealth Management
Texas
$2.74M +$134K +1,283 +5%
KL
238
KWMG LLC
Kansas
$2.73M +$53K +509 +2%
SQA
239
Simon Quick Advisors
New Jersey
$2.7M +$122K +1,175 +5%
OFG
240
Omega Financial Group
California
$2.6M -$433K -4,162 -14%
WA
241
Wealth Architects
California
$2.58M +$68K +653 +3%
JIC
242
Joel Isaacson & Co
New York
$2.57M -$105K -1,005 -4%
GA
243
Greenspring Advisors
Maryland
$2.56M -$1.84M -17,667 -42%
BW
244
BIP Wealth
Georgia
$2.53M -$190K -1,826 -7%
DBT
245
Dubuque Bank & Trust
Iowa
$2.52M +$52.9K +508 +2%
FHB
246
First Hawaiian Bank
Hawaii
$2.52M -$286K -2,743 -10%
GGS
247
Galvin Gaustad & Stein
Arizona
$2.51M +$51.1K +491 +2%
JWS
248
Juncture Wealth Strategies
Arizona
$2.51M +$146K +1,398 +6%
SPC
249
Sigma Planning Corp
Michigan
$2.49M +$176K +1,688 +8%
FAM
250
Forte Asset Management
New York
$2.48M -$1.33M -12,826 -35%
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