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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
226
Portland Global Advisors
Maine
$2.98M +$13.7K +132 +0.5%
CTA
227
Chesley Taft & Associates
Illinois
$2.97M +$44.1K +425 +1%
RJT
228
Raymond James Trust
Florida
$2.95M -$1.66K -16 -0.1%
ML
229
McAdam LLC
Pennsylvania
$2.93M -$80.3K -774 -3%
CPA
230
Cardiff Park Advisors
California
$2.92M +$3.32K +32 +0.1%
CWM
231
Connecticut Wealth Management
Connecticut
$2.92M +$2.94M +28,350 New
FFM
232
Forum Financial Management
Illinois
$2.92M – – –
KCM
233
KM Capital Management
Texas
$2.9M +$2.57M +24,810 +727%
AI
234
Atria Investments
North Carolina
$2.86M +$1.28M +12,340 +80%
EA
235
Efficient Advisors
Ohio
$2.83M -$79.1K -763 -3%
PG
236
Patten Group
Tennessee
$2.81M -$69.6K -671 -2%
CGL
237
Clarius Group LLC
Washington
$2.81M +$2.83M +27,273 New
KL
238
KWMG LLC
Kansas
$2.8M +$99.6K +960 +4%
OFG
239
Omega Financial Group
California
$2.71M +$135K +1,297 +5%
TCB
240
Texas Capital Bancshares
Texas
$2.68M +$948K +9,143 +54%
RCAG
241
Rehmann Capital Advisory Group
Michigan
$2.66M -$711K -6,860 -21%
WA
242
Wealth Architects
California
$2.63M +$80.7K +778 +3%
AAS
243
Avantax Advisory Services
Texas
$2.62M +$463K +4,465 +21%
FAT
244
First American Trust
California
$2.61M +$186K +1,796 +8%
GGS
245
Galvin Gaustad & Stein
Arizona
$2.55M +$70.9K +684 +3%
SPC
246
Sigma Planning Corp
Michigan
$2.54M +$77.2K +744 +3%
WP
247
WealthShield Partners
North Carolina
$2.52M +$556K +5,357 +28%
BFG
248
Bleakley Financial Group
New Jersey
$2.51M +$795K +7,667 +46%
SS
249
Simplicity Solutions
Minnesota
$2.51M +$795K +7,667 +46%
SFS
250
Sowell Financial Services
Arkansas
$2.47M +$129K +1,239 +5%
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