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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
301
Beacon Financial Advisory
Ohio
$232K +$232K +2,174 New
1WA
302
180 Wealth Advisors
Washington
$231K +$230K +2,154 New
XF
303
XML Financial
Maryland
$231K +$231K +2,166 New
9WM
304
9258 Wealth Management
Ohio
$228K +$227K +2,132 New
GC
305
Grimes & Company
Massachusetts
$227K – – –
CBFP
306
Cedar Brook Financial Partners
Ohio
$220K -$107 -1 -0%
PIM
307
Provident Investment Management
Michigan
$219K -$34.7K -325 -14%
S
308
Surevest
California
$219K +$1.17K +11 +0.5%
ASW
309
Astoria Strategic Wealth
Texas
$215K +$214K +2,009 New
IWA
310
Independence Wealth Advisors
Virginia
$214K -$57.9K -543 -21%
LIM
311
Leavell Investment Management
Alabama
$214K – – –
SG
312
StoneX Group
New York
$213K +$212K +1,991 New
MWA
313
Martel Wealth Advisors
Washington
$212K – – –
DWM
314
Destination Wealth Management
California
$211K +$211K +1,976 New
JCM
315
Jacobi Capital Management
Pennsylvania
$203K +$203K +1,900 New
CCA
316
Column Capital Advisors
Indiana
$203K +$203K +1,902 New
W
317
Wealthquest
Ohio
$203K +$204K +1,909 New
CPA
318
Capital Planning Advisors
California
$201K +$100K +940 +99%
SWP
319
Strategic Wealth Partners
Ohio
$200K -$114K -1,071 -36%
SW
320
SkyOak Wealth
Michigan
$200K +$200K +1,876 New
SAM
321
S.A. Mason
Michigan
$192K +$192K +1,800 New
AA
322
AlphaMark Advisors
Kentucky
$190K +$38.9K +365 +26%
CAL
323
Capital Advisors Ltd
Ohio
$189K -$103K -965 -35%
FPS
324
Fieldpoint Private Securities
Connecticut
$182K – – –
AWMS
325
Advocacy Wealth Management Services
Georgia
$179K -$4.27K -40 -2%
11 12
13
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