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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
401
Legacy Wealth Planning
Nevada
$301K +$301K +2,794 New
FPCP
402
Fort Point Capital Partners
California
$299K +$300K +2,783 New
CASB
403
Cape Ann Savings Bank
Massachusetts
$297K – – –
CFA
404
Cahill Financial Advisors
Minnesota
$295K +$13.8K +128 +5%
NDSI
405
Newman Dignan & Sheerar Inc
Rhode Island
$291K +$431 +4 +0.1%
PB
406
Pinnacle Bancorp
Nebraska
$288K +$58.7K +544 +26%
EWM
407
Endurance Wealth Management
Rhode Island
$286K -$6.36K -59 -2%
CAL
408
Capital Analysts LLC
Pennsylvania
$283K +$22.8K +211 +9%
BIA
409
Bigelow Investment Advisors
Maine
$283K +$284K +2,635 New
USCWA
410
U.S. Capital Wealth Advisors
Texas
$282K +$282K +2,619 New
HC
411
Hamilton Capital
Ohio
$280K +$281K +2,601 New
YIA
412
YHB Investment Advisors
Connecticut
$279K -$15.1K -140 -5%
BFM
413
Broadview Financial Management
Wisconsin
$279K +$23.2K +215 +9%
CFB
414
Cullen/Frost Bankers
Texas
$274K – – –
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$272K +$58.9K +546 +28%
PA
416
Pinnacle Associates
New York
$269K -$114K -1,053 -30%
BSB
417
Bangor Savings Bank
Maine
$269K – – –
BBHC
418
Brown Brothers Harriman & Co
New York
$269K – – –
TCA
419
Transcend Capital Advisors
New Jersey
$268K +$269K +2,495 New
FA
420
Flagstar Advisors
New York
$262K +$263K +2,435 New
SG
421
StoneX Group
New York
$260K +$7.44K +69 +3%
W
422
Wealthquest
Ohio
$258K +$11.8K +109 +5%
AWMS
423
Advocacy Wealth Management Services
Georgia
$255K – – –
WDG
424
Wealth Dimensions Group
Ohio
$253K -$16.2K -150 -6%
GAM
425
Gemmer Asset Management
California
$252K +$324 +3 +0.1%
15 16
17
18 19