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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
251
Safir Wealth Advisors
New Hampshire
$2.19M +$79.1K +750 +4%
RL
252
Rogco LP
Oklahoma
$2.17M -$24.1K -228 -1%
PPWP
253
Premier Path Wealth Partners
New Jersey
$2.16M +$33.4K +317 +2%
OGF
254
Orin Green Financial
California
$2.14M +$126K +1,192 +6%
PCA
255
Pallas Capital Advisors
Massachusetts
$2.13M -$3.6M -34,090 -63%
1IA
256
1620 Investment Advisors
Massachusetts
$2.13M -$251K -2,375 -11%
PPP
257
Private Portfolio Partners
New Jersey
$2.13M +$2.12M +20,050 New
BW
258
BIP Wealth
Georgia
$2.13M +$640K +6,064 +43%
NFP
259
Narus Financial Partners
Utah
$2.12M +$299K +2,838 +17%
RCAG
260
Rehmann Capital Advisory Group
Michigan
$2.06M -$40.6K -385 -2%
AF
261
Apexium Financial
Texas
$2.04M -$2.64K -25 -0.1%
AI
262
Atria Investments
North Carolina
$1.99M +$290K +2,750 +17%
WSFS
263
Wilmington Savings Fund Society
Delaware
$1.99M +$801K +7,594 +68%
AFG
264
Allegheny Financial Group
Pennsylvania
$1.97M -$30.3K -287 -2%
PS
265
Principal Securities
Iowa
$1.97M -$37.2K -353 -2%
PP
266
Patten & Patten
Tennessee
$1.96M -$164K -1,550 -8%
PWM
267
Perigon Wealth Management
California
$1.95M +$209K +1,982 +12%
EH
268
Equitable Holdings
New York
$1.94M -$58K -550 -3%
MA
269
Montag & Associates
Georgia
$1.93M -$186K -1,761 -9%
SIA
270
Soltis Investment Advisors
Utah
$1.92M -$3.17K -30 -0.2%
CWS
271
Confluence Wealth Services
Pennsylvania
$1.92M +$651K +6,169 +52%
FFM
272
Forum Financial Management
Illinois
$1.91M -$84.9K -805 -4%
GGS
273
Galvin Gaustad & Stein
Arizona
$1.9M -$161K -1,524 -8%
ATI
274
ARK & TLK Investments
Oklahoma
$1.9M +$194K +1,843 +11%
GWM
275
Geneos Wealth Management
Colorado
$1.9M +$1.48M +14,012 +365%
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