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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
251
Naples Global Advisors
Florida
$2.48M +$193K +1,825 +8%
NFP
252
Narus Financial Partners
Utah
$2.48M +$379K +3,585 +18%
SSW
253
Stone Summit Wealth
Florida
$2.46M +$197K +1,867 +9%
UA
254
Unison Advisors
District of Columbia
$2.45M +$634 +6 +0%
HCC
255
Hirtle Callaghan & Co
Pennsylvania
$2.45M – – –
SIM
256
Studio Investment Management
Illinois
$2.42M -$1.89M -17,864 -44%
SPIA
257
Steward Partners Investment Advisory
New York
$2.39M -$205K -1,940 -8%
FTS
258
Fifth Third Securities
Ohio
$2.38M +$135K +1,275 +6%
ML
259
McAdam LLC
Pennsylvania
$2.37M -$208K -1,968 -8%
PF
260
Penney Financial
Texas
$2.34M +$77.9K +738 +3%
AWM
261
Apex Wealth Management
New Hampshire
$2.33M +$2.33M +22,077 New
SWA
262
Safir Wealth Advisors
New Hampshire
$2.28M +$100K +950 +5%
PB
263
Pinnacle Bancorp
Nebraska
$2.27M +$16.5K +156 +0.7%
YCG
264
Yeomans Consulting Group
Georgia
$2.26M +$3.06K +29 +0.1%
ML
265
Mayport LLC
Massachusetts
$2.24M – – –
EA
266
Efficient Advisors
Ohio
$2.23M -$199K -1,887 -8%
HB
267
HTLF Bank
Colorado
$2.23M -$576K -5,449 -21%
GG
268
Greenwood Gearhart
Arkansas
$2.22M +$2.23M +21,067 New
BHWM
269
Beaird Harris Wealth Management
Texas
$2.19M -$8.55K -81 -0.4%
BW
270
BIP Wealth
Georgia
$2.18M +$65.6K +621 +3%
RL
271
Rogco LP
Oklahoma
$2.16M -$106 -1 -0%
EWA
272
EverSource Wealth Advisors
Alabama
$2.15M +$698K +6,607 +48%
OGF
273
Orin Green Financial
California
$2.13M -$2.13M -20,167 Closed
PPWP
274
Premier Path Wealth Partners
New Jersey
$2.12M -$20.2K -191 -0.9%
CGL
275
Clarius Group LLC
Washington
$2.11M -$1.14M -10,829 -35%
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