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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
301
Questar Asset Management
Minnesota
– -$1.53M -14,555 Closed
SFA
302
Sequoia Financial Advisors
Ohio
– -$1.4M -13,279 Closed
W
303
Wealthquest
Ohio
– -$1.04M -9,909 Closed
JIP
304
Jaffetilchin Investment Partners
Florida
– -$1.04M -9,837 Closed
PWMAG
305
Pinnacle Wealth Management Advisory Group
New Jersey
– -$701K -6,650 Closed
OWM
306
Orgel Wealth Management
Wisconsin
– -$467K -4,426 Closed
HTC
307
Haverford Trust Company
Pennsylvania
– -$313K -2,969 Closed
PFG
308
Piershale Financial Group
Illinois
– -$211K -2,000 Closed
GP
309
Girard Partners
Pennsylvania
– -$210K -1,999 Closed
FNBOO
310
First National Bank of Omaha
Nebraska
– -$206K -1,950 Closed
SGCA
311
Steel Grove Capital Advisors
Tennessee
– -$200K -1,900 Closed
PWMG
312
Prestige Wealth Management Group
New Jersey
– -$158K -1,502 Closed
FHA
313
First Horizon Advisors
Tennessee
– -$70K -665 Closed
DWM
314
Doyle Wealth Management
Florida
– -$63K -597 Closed
SWM
315
SeaCrest Wealth Management
New York
– -$27K -252 Closed
RWA
316
River Wealth Advisors
Pennsylvania
– -$24K -225 Closed
RCG
317
Ruggie Capital Group
Florida
– -$23K -215 Closed
WAM
318
Wealthspire Advisors (Maryland)
Maryland
– -$17K -159 Closed
W
319
WealthOne
New York
– -$1K -14 Closed
LFG
320
LifePlan Financial Group
Ohio
– -$1K -10 Closed
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