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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
301
Simplicity Solutions
Minnesota
$1.77M +$1.16M +11,124 +191%
BFG
302
Bleakley Financial Group
New Jersey
$1.75M -$203K -1,946 -10%
ACA
303
Ackerman Capital Advisors
Texas
$1.73M – – –
NWM
304
Northwest Wealth Management
Iowa
$1.73M -$569K -5,446 -25%
AWS
305
Arkfeld Wealth Strategies
Nebraska
$1.73M -$190K -1,823 -10%
GT
306
Glenview Trust
Kentucky
$1.72M +$28.7K +275 +2%
BHWA
307
Beacon Harbor Wealth Advisors
Virginia
$1.7M – – –
WP
308
WealthShield Partners
North Carolina
$1.69M -$57.2K -548 -3%
PP
309
PrairieView Partners
Minnesota
$1.68M +$18.5K +177 +1%
MCWS
310
McKinley Carter Wealth Services
West Virginia
$1.68M -$564K -5,405 -25%
FFA
311
Fragasso Financial Advisors
Pennsylvania
$1.68M -$5.08M -48,615 -75%
OGF
312
Orin Green Financial
California
$1.66M -$56.1K -537 -3%
BCM
313
Boltwood Capital Management
California
$1.65M +$97.1K +930 +6%
USAA
314
United Services Automobile Association
Texas
$1.65M +$210K +2,007 +15%
CIA
315
Capital Investment Advisors
Georgia
$1.62M -$45.1K -432 -3%
PA
316
PFG Advisors
Arizona
$1.62M -$217K -2,077 -12%
SWP
317
Strategic Wealth Partners
Ohio
$1.62M +$129K +1,240 +9%
ZIM
318
Zacks Investment Management
Illinois
$1.58M +$782K +7,489 +98%
SSW
319
Stone Summit Wealth
Florida
$1.58M +$222K +2,126 +16%
IMA
320
Investment Management Associates
Colorado
$1.58M – – –
CFGS
321
Concourse Financial Group Securities
Alabama
$1.57M -$797K -7,637 -34%
AWM
322
Axxcess Wealth Management
California
$1.56M +$313K +2,999 +25%
SL
323
SWMG LLC
Texas
$1.53M -$166K -1,592 -10%
SWA
324
Safir Wealth Advisors
New Hampshire
$1.51M +$393K +3,765 +35%
HTC
325
Haverford Trust Company
Pennsylvania
$1.51M +$214K +2,053 +17%
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