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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
251
Everhart Financial Group
Ohio
$1.42M -$620K -5,859 -30%
SAM
252
SP Asset Management
California
$1.41M +$529 +5 +0%
TB
253
Treynor Bancshares
Iowa
$1.4M – – –
HIF
254
Hill Island Financial
Michigan
$1.4M +$163K +1,543 +13%
BCM
255
Boltwood Capital Management
California
$1.39M +$101K +950 +8%
FHA
256
First Horizon Advisors
Tennessee
$1.38M -$1.19M -11,286 -46%
OIA
257
OneDigital Investment Advisors
Kansas
$1.35M -$309K -2,920 -18%
CA
258
Cetera Advisors
Colorado
$1.33M -$349K -3,299 -21%
DWT
259
Dorsey & Whitney Trust
South Dakota
$1.32M +$780K +7,370 +141%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$1.31M -$422K -3,988 -24%
WCFA
261
Walkner Condon Financial Advisors
Wisconsin
$1.29M +$517K +4,885 +65%
FAFN
262
First Affirmative Financial Network
Colorado
$1.27M +$76.8K +726 +6%
OPWM
263
Oakwell Private Wealth Management
Texas
$1.25M +$72.5K +685 +6%
MWP
264
Madison Wealth Partners
Wisconsin
$1.24M +$245K +2,313 +24%
CPW
265
Catalyst Private Wealth
California
$1.24M – – –
SBL
266
Sargent Bickham Lagudis
Colorado
$1.24M – – –
WFPG
267
Waller Financial Planning Group
Ohio
$1.22M -$396K -3,744 -24%
FFA
268
Fragasso Financial Advisors
Pennsylvania
$1.21M -$163K -1,537 -12%
AFG
269
Allegheny Financial Group
Pennsylvania
$1.21M +$244K +2,310 +25%
MA
270
MUFG Americas
New York
$1.21M +$358K +3,384 +41%
WTC
271
WhitTier Trust Company
Nevada
$1.2M – – –
AAM
272
Autus Asset Management
Arizona
$1.19M -$1.24M -11,746 -51%
WC
273
Wealth CMT
New Jersey
$1.19M +$1.2M +11,325 New
GIA
274
Gladstone Institutional Advisory
Florida
$1.18M +$421K +3,978 +54%
BFG
275
Beacon Financial Group
Texas
$1.17M -$30.2K -285 -2%
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