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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
401
Concourse Financial Group Securities
Alabama
$969K +$391K +3,724 +67%
GWMR
402
GC Wealth Management RIA
Massachusetts
$964K +$115K +1,097 +14%
CCG
403
Chatham Capital Group
Georgia
$961K +$157K +1,500 +20%
EFN
404
Equita Financial Network
Pennsylvania
$956K -$1M -9,549 -51%
MA
405
McBroom & Associates
Nevada
$949K +$4.2K +40 +0.4%
TWM
406
Trinity Wealth Management
Pennsylvania
$946K -$1.02M -9,683 -52%
AFG
407
Altiora Financial Group
Ohio
$945K – – –
BJL
408
Brighton Jones LLC
Washington
$943K -$15.1K -144 -2%
OWM
409
Orgel Wealth Management
Wisconsin
$935K -$113M -1,073,230 -99%
FSG
410
Financial Strategies Group
Michigan
$934K +$79K +752 +9%
SCM
411
Steele Capital Management
Iowa
$930K -$19.9K -190 -2%
SPA
412
Shore Point Advisors
New Jersey
$925K +$18.3K +174 +2%
ACP
413
Aviance Capital Partners
Florida
$925K -$78.2K -745 -8%
WP
414
WealthShield Partners
North Carolina
$900K -$18.8K -179 -2%
WHCI
415
W.H. Cornerstone Investments
Massachusetts
$893K -$171K -1,624 -16%
HWMC
416
Heritage Wealth Management (California)
California
$891K +$1.36K +13 +0.2%
SAG
417
SageView Advisory Group
California
$881K +$1.01M +9,651 New
PGA
418
Portland Global Advisors
Maine
$877K -$1.62M -15,475 -65%
TFA
419
Tobias Financial Advisors
Florida
$865K – – –
RF
420
RHS Financial
California
$856K +$229K +2,181 +36%
CPBTD
421
Central Pacific Bank - Trust Division
Hawaii
$847K +$851K +8,106 New
TFG
422
Tilson Financial Group
New Jersey
$830K -$588K -5,605 -41%
PC
423
Prairiewood Capital
North Dakota
$828K -$4.93K -47 -0.6%
CAM
424
Cresset Asset Management
Illinois
$827K -$1.15M -10,965 -58%
RWP
425
Revolve Wealth Partners
New Jersey
$825K – – –
15 16
17
18 19