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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
$1.03M +$50.9K +482 +5%
OP
402
ORG Partners
Indiana
$1.03M -$14.4K -136 -1%
AG
403
Ascent Group
Virginia
$1.03M +$151K +1,426 +17%
SPA
404
Shore Point Advisors
New Jersey
$1.02M +$76.7K +726 +8%
WA
405
WPG Advisers
Maryland
$1M +$1M +9,512 New
VPP
406
Vertex Planning Partners
Illinois
$961K +$138K +1,310 +17%
CFG
407
Cosner Financial Group
Colorado
$954K – – –
CCM
408
Carlson Capital Management
Minnesota
$934K +$150K +1,419 +19%
FFA
409
Fragasso Financial Advisors
Pennsylvania
$930K – – –
LWA
410
LifeGoal Wealth Advisors
New York
$928K +$929K +8,795 New
RF
411
RHS Financial
California
$923K -$27.4K -259 -3%
LAMC
412
Longview Asset Management (California)
California
$921K +$922K +8,734 New
CCG
413
Chatham Capital Group
Georgia
$915K – – –
HP
414
Hilltop Partners
Indiana
$908K -$82.4K -780 -8%
KWM
415
Keebeck Wealth Management
Illinois
$906K -$538K -5,093 -37%
TWM
416
TriaGen Wealth Management
California
$901K +$902K +8,541 New
BJL
417
Brighton Jones LLC
Washington
$899K +$518K +4,904 +135%
MG
418
Mather Group
Illinois
$896K +$1.27K +12 +0.1%
PWA
419
Physician Wealth Advisors
Utah
$887K -$80.4K -761 -8%
SCA
420
Scott Capital Advisors
Oregon
$887K -$183K -1,728 -17%
PP
421
Postrock Partners
Oregon
$886K +$887K +8,400 New
JAA
422
Joel Adams & Associates
North Carolina
$885K +$886K +8,390 New
RW
423
Rede Wealth
Virginia
$884K +$142K +1,349 +19%
WPC
424
Wedmont Private Capital
Pennsylvania
$879K +$63.8K +604 +8%
TWP
425
Total Wealth Planning
Ohio
$877K -$279K -2,639 -24%
15 16
17
18 19