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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
351
Cynosure Group
Utah
$1.19M – – –
IPW
352
Intergy Private Wealth
Colorado
$1.18M -$768K -7,355 -40%
CCWA
353
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.17M +$41.7K +399 +4%
SWM
354
Seaside Wealth Management
California
$1.17M -$623K -5,965 -35%
WSFS
355
Wilmington Savings Fund Society
Delaware
$1.16M -$424K -4,055 -27%
FA
356
Flagstar Advisors
New York
$1.16M -$138K -1,320 -11%
TWP
357
Total Wealth Planning
Ohio
$1.15M -$154K -1,476 -12%
KPP
358
Kings Path Partners
Texas
$1.15M +$1.15M +10,985 New
OWM
359
Orgel Wealth Management
Wisconsin
$1.15M +$212K +2,031 +23%
SWP
360
Strategic Wealth Partners
Ohio
$1.14M +$31.4K +301 +3%
BCA
361
Bray Capital Advisors
Florida
$1.12M -$266K -2,550 -19%
CFP
362
Catalyst Financial Partners
Massachusetts
$1.12M -$13.4K -128 -1%
SGCA
363
Steel Grove Capital Advisors
Tennessee
$1.12M -$560K -5,361 -33%
AWAG
364
ARS Wealth Advisors Group
Florida
$1.12M – – –
AFG
365
Altiora Financial Group
Ohio
$1.12M +$172K +1,650 +18%
BCM
366
Becker Capital Management
Oregon
$1.1M -$1.46M -14,005 -57%
AWA
367
Aaron Wealth Advisors
Illinois
$1.1M +$1.1M +10,520 New
WP
368
WealthShield Partners
North Carolina
$1.09M +$194K +1,859 +22%
RPCA
369
Running Point Capital Advisors
California
$1.09M +$50.5K +483 +5%
HI
370
Human Investing
Oregon
$1.09M -$229K -2,190 -17%
PWA
371
Physician Wealth Advisors
Utah
$1.08M -$83.4K -798 -7%
GWCM
372
Godshalk Welsh Capital Management
Pennsylvania
$1.08M +$15.7K +150 +1%
VWA
373
VERITY Wealth Advisors
United States
$1.08M – – –
HIF
374
Hill Island Financial
Michigan
$1.07M -$67.8K -649 -6%
MG
375
Mather Group
Illinois
$1.05M +$70.4K +674 +7%
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