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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
USAA
301
United Services Automobile Association
Texas
$1.57M +$172K +1,645 +12%
IMA
302
Investment Management Associates
Colorado
$1.55M – – –
FG
303
Foster Group
Iowa
$1.54M -$23.8M -227,701 -94%
OGF
304
Orin Green Financial
California
$1.52M +$125K +1,198 +9%
AF
305
Apexium Financial
Texas
$1.52M +$635K +6,078 +69%
SWP
306
Stratos Wealth Partners
Ohio
$1.52M -$2.13M -20,370 -58%
SRC
307
Shufro Rose & Co
New York
$1.51M -$16.2M -154,929 -91%
BCM
308
Boltwood Capital Management
California
$1.51M -$361K -3,460 -19%
PS
309
Portfolio Solutions
Michigan
$1.48M +$105K +1,002 +7%
CA
310
CoreCap Advisors
Michigan
$1.47M +$417K +3,998 +39%
WWM
311
WJ Wealth Management
Arizona
$1.46M +$607K +5,817 +69%
MFA
312
Mayflower Financial Advisors
Massachusetts
$1.46M -$887K -8,494 -37%
FA
313
FC Advisory
Pennsylvania
$1.46M -$849K -8,133 -36%
CFGF
314
Compass Financial Group (Florida)
Florida
$1.43M -$16.6K -159 -1%
TB
315
Treynor Bancshares
Iowa
$1.42M +$48K +460 +3%
CFD
316
Creative Financial Designs
Indiana
$1.42M +$221K +2,121 +18%
PWM
317
Praetorian Wealth Management
California
$1.42M +$1.44M +13,822 New
AI
318
Atria Investments
North Carolina
$1.42M +$351K +3,366 +32%
ML
319
Mayport LLC
Massachusetts
$1.41M – – –
HFA
320
High Falls Advisors
New York
$1.41M +$482K +4,615 +51%
FNT
321
First National Trust
Pennsylvania
$1.41M +$1.67K +16 +0.1%
PPW
322
Parcion Private Wealth
Washington
$1.4M -$3.02M -28,950 -68%
AAS
323
Avantax Advisory Services
Texas
$1.4M +$831K +7,959 +141%
GT
324
Glenview Trust
Kentucky
$1.39M – – –
AAS
325
Annex Advisory Services
Wisconsin
$1.39M -$765K -7,329 -35%
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