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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
351
Summit Financial
New Jersey
$1.63M +$746K +7,003 +85%
CWA
352
Crusonia Wealth Advisors
Colorado
$1.61M +$1.61M +15,082 New
GG
353
Greenwood Gearhart
Arkansas
$1.6M – – –
CGFA
354
Colton Groome Financial Advisors
North Carolina
$1.57M +$242K +2,275 +18%
WPC
355
Wedmont Private Capital
Pennsylvania
$1.56M -$181K -1,697 -10%
CFG
356
Certior Financial Group
Pennsylvania
$1.55M +$125K +1,176 +9%
SWM
357
Seaside Wealth Management
California
$1.53M -$37.6K -353 -2%
MHR
358
Matthew Hamilton Rosenberg
$1.53M +$241K +2,258 +19%
EFA
359
Evernest Financial Advisors
Indiana
$1.52M +$207K +1,939 +16%
KPP
360
Kings Path Partners
Texas
$1.5M +$90.3K +847 +6%
PA
361
Parallel Advisors
California
$1.5M +$246K +2,304 +20%
AWM
362
AE Wealth Management
Kansas
$1.49M +$1.21M +11,353 +431%
GWCM
363
Godshalk Welsh Capital Management
Pennsylvania
$1.49M +$34.6K +325 +2%
HWA
364
Heartwood Wealth Advisors
Virginia
$1.48M -$491K -4,611 -25%
AWM
365
Axxcess Wealth Management
California
$1.47M +$297K +2,786 +25%
SIA
366
Soltis Investment Advisors
Utah
$1.46M -$144K -1,347 -9%
GS
367
GTS Securities
Florida
$1.45M +$1.45M +13,595 New
TLFA
368
True Link Financial Advisors
California
$1.44M – – –
MCA
369
Maryland Capital Advisors
Maryland
$1.43M -$14K -131 -1%
MWM
370
McNaughton Wealth Management
California
$1.43M -$235K -2,209 -14%
RIM
371
Rockbridge Investment Management
New York
$1.42M +$4.9K +46 +0.3%
FSG
372
Financial Strategies Group
Michigan
$1.41M +$43.4K +407 +3%
SA
373
Stewardship Advisors
Pennsylvania
$1.41M +$11.5K +108 +0.8%
FWA
374
FSM Wealth Advisors
Ohio
$1.41M -$19.6K -184 -1%
SHWM
375
Smith & Howard Wealth Management
Georgia
$1.4M -$342K -3,206 -20%
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15
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