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iShares Short-Term National Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
401
Cedar Brook Financial Partners
Ohio
– -$220K -2,056 Closed
S
402
Surevest
California
– -$219K -2,052 Closed
SG
403
StoneX Group
New York
– -$213K -1,991 Closed
CCA
404
Column Capital Advisors
Indiana
– -$203K -1,902 Closed
SW
405
SkyOak Wealth
Michigan
– -$200K -1,876 Closed
FPS
406
Fieldpoint Private Securities
Connecticut
– -$182K -1,700 Closed
AWMS
407
Advocacy Wealth Management Services
Georgia
– -$179K -1,681 Closed
PFO
408
Pathstone Family Office
New Jersey
– -$143K -1,339 Closed
RIA
409
Realta Investment Advisors
Delaware
– -$122K -1,142 Closed
AA
410
Argent Advisors
Louisiana
– -$92K -867 Closed
FCM
411
Firestone Capital Management
Florida
– -$51K -475 Closed
VCM
412
Vigilant Capital Management
Maine
– -$49K -455 Closed
PCG
413
Private Capital Group
Connecticut
– -$37K -347 Closed
FMP
414
Financial Management Professionals
Texas
– -$32K -300 Closed
SIC
415
Samalin Investment Counsel
New York
– -$29K -281 Closed
SFC
416
SYM Financial Corp
Indiana
– -$17K -156 Closed
HWM
417
Howard Wealth Management
Connecticut
– -$16K -150 Closed
GI
418
Gradient Investments
Minnesota
– -$6K -59 Closed
HIA
419
Harbor Investment Advisory
Maryland
– +$425 +4 New