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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
376
ADE LLC
Maryland
$1.54M -$4.04K -38 -0.3%
MHR
377
Matthew Hamilton Rosenberg
$1.53M -$857K -8,050 -36%
CPIG
378
Chicago Partners Investment Group
Illinois
$1.51M -$356K -3,341 -19%
CB
379
Commerce Bank
Missouri
$1.5M +$1.5M +14,097 New
MA
380
Montag & Associates
Georgia
$1.5M +$482K +4,529 +48%
BCM
381
Boltwood Capital Management
California
$1.49M +$144K +1,350 +11%
CFP
382
Catalyst Financial Partners
Massachusetts
$1.48M -$37.3K -350 -2%
HWA
383
Heartwood Wealth Advisors
Virginia
$1.48M – – –
RCP
384
Roan Capital Partners
Tennessee
$1.47M +$133K +1,246 +10%
SIA
385
Soltis Investment Advisors
Utah
$1.46M – – –
MWM
386
McNaughton Wealth Management
California
$1.45M +$30.9K +290 +2%
GGS
387
Galvin Gaustad & Stein
Arizona
$1.45M -$34.3K -322 -2%
RFP
388
RCS Financial Planning
Maryland
$1.44M +$27.1K +255 +2%
TLFA
389
True Link Financial Advisors
California
$1.44M – – –
NL
390
NWAM LLC
Washington
$1.44M +$406K +3,810 +39%
HI
391
Human Investing
Oregon
$1.43M +$208K +1,958 +17%
RIM
392
Rockbridge Investment Management
New York
$1.42M -$106 -1 -0%
VA
393
Veratis Advisors
North Carolina
$1.4M +$1.4M +13,190 New
PPWP
394
Premier Path Wealth Partners
New Jersey
$1.4M +$193K +1,815 +16%
PL
395
Plancorp LLC
Missouri
$1.39M – – –
AWAG
396
ARS Wealth Advisors Group
Florida
$1.39M +$330K +3,098 +31%
BW
397
Bravera Wealth
North Dakota
$1.38M -$607K -5,700 -30%
BHWA
398
Beacon Harbor Wealth Advisors
Virginia
$1.37M – – –
GWCM
399
Godshalk Welsh Capital Management
Pennsylvania
$1.37M -$21.3K -200 -2%
SA
400
Stewardship Advisors
Pennsylvania
$1.37M +$202K +1,899 +17%
14 15
16
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