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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
OGF
301
Orin Green Financial
California
$1.43M +$1.2M +11,504 +534%
USAA
302
United Services Automobile Association
Texas
$1.43M -$13.5K -130 -0.9%
WS
303
Wedbush Securities
California
$1.43M -$4.46M -42,872 -76%
GT
304
Glenview Trust
Kentucky
$1.42M -$48.2K -463 -3%
LFG
305
Lockerman Financial Group
California
$1.42M +$1.41M +13,550 New
JSA
306
Jacobson & Schmitt Advisors
Wisconsin
$1.42M +$1.41M +13,517 New
SAM
307
SP Asset Management
California
$1.41M +$1.04K +10 +0.1%
TB
308
Treynor Bancshares
Iowa
$1.4M -$4.68K -45 -0.3%
PS
309
Portfolio Solutions
Michigan
$1.4M +$944K +9,077 +211%
BF
310
BOK Financial
Oklahoma
$1.4M -$344K -3,308 -20%
BIA
311
Bell Investment Advisors
California
$1.39M +$1.38M +13,238 New
GPA
312
Guidance Point Advisors
Massachusetts
$1.38M +$210K +2,022 +18%
BAMG
313
Brand Asset Management Group
Missouri
$1.37M +$1.37M +13,126 New
OAP
314
One Advisory Partners
Kansas
$1.36M +$205K +1,971 +18%
MA
315
MUFG Americas
New York
$1.36M +$151K +1,450 +13%
CPIG
316
Chicago Partners Investment Group
Illinois
$1.36M +$1M +9,627 +296%
TC
317
TAGStone Capital
North Carolina
$1.31M +$1.3M +12,515 New
IWC
318
Integrated Wealth Concepts
Massachusetts
$1.28M -$709K -6,819 -36%
DWT
319
Dorsey & Whitney Trust
South Dakota
$1.28M -$37.2K -358 -3%
CTA
320
Chesley Taft & Associates
Illinois
$1.27M +$401K +3,850 +46%
OWM
321
Orgel Wealth Management
Wisconsin
$1.27M +$678K +6,521 +116%
CAM
322
Cresset Asset Management
Illinois
$1.26M -$265K -2,543 -10%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$1.25M +$254K +2,445 +26%
FCBT
324
First Citizens Bank & Trust
North Carolina
$1.24M +$1.24M +11,879 New
CPW
325
Catalyst Private Wealth
California
$1.24M – – –
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