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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
426
Sage Financial Management Group
Virginia
$819K +$208K +1,977 +34%
VPP
427
Vertex Planning Partners
Illinois
$817K – – –
PFA
428
Pure Financial Advisors
California
$816K +$28.1K +268 +4%
SF
429
Summit Financial
New Jersey
$815K -$167K -1,593 -17%
CCFCSB
430
Cape Cod Five Cents Savings Bank
Massachusetts
$813K – – –
FAFN
431
First Affirmative Financial Network
Colorado
$804K -$12K -114 -1%
FA
432
FF Advisors
California
$794K -$104K -992 -12%
DWS
433
Dynamic Wealth Strategies
California
$791K +$793K +7,556 New
NWM
434
Northwest Wealth Management
Iowa
$790K – – –
KC
435
Kades & Cheifetz
Pennsylvania
$785K -$153K -1,453 -16%
MFG
436
MidWestOne Financial Group
Iowa
$781K +$783K +7,462 New
SB
437
Strategic Blueprint
Georgia
$775K -$89.7K -854 -10%
CSPIA
438
Cary Street Partners Investment Advisory
Virginia
$766K – – –
ACS
439
Archford Capital Strategies
Illinois
$757K -$75.8K -722 -9%
AIA
440
Armor Investment Advisors
North Carolina
$754K -$33.3K -317 -4%
CMBA
441
C.M. Bidwell & Associates
Hawaii
$752K – – –
HI
442
Harbour Investments
Wisconsin
$751K -$176K -1,681 -19%
VIM
443
Vista Investment Management
Pennsylvania
$740K -$52.5K -500 -7%
CFD
444
Creative Financial Designs
Indiana
$735K -$398K -3,792 -35%
AC
445
AWM Capital
Arizona
$730K -$391K -3,727 -35%
RIG
446
RiverFront Investment Group
Virginia
$730K +$411K +3,917 +128%
PA
447
PFG Advisors
Arizona
$729K -$96.1K -915 -12%
SW
448
Simplicity Wealth
New Jersey
$724K +$726K +6,912 New
DWT
449
Dorsey & Whitney Trust
South Dakota
$722K -$4.2K -40 -0.6%
SWP
450
ShoreHaven Wealth Partners
New Jersey
$720K -$4.09K -39 -0.6%
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