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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
426
Cornerstone Financial Group
Nebraska
$972K -$14.1K -132 -1%
EF
427
Envision Financial
Wisconsin
$971K +$525K +4,916 +118%
CMBA
428
C.M. Bidwell & Associates
Hawaii
$967K +$35.3K +331 +4%
RI
429
Rinkey Investments
California
$967K +$967K +9,058 New
SCG
430
Sonata Capital Group
Washington
$965K +$139K +1,300 +17%
BFG
431
Berger Financial Group
Minnesota
$959K +$429K +4,020 +81%
MPWT
432
MassMutual Private Wealth & Trust
Connecticut
$942K +$8.01K +75 +0.9%
DJSG
433
D.J. St. Germain
Massachusetts
$941K +$28.7K +269 +3%
FFA
434
Fragasso Financial Advisors
Pennsylvania
$941K – – –
AWAG
435
ARS Wealth Advisors Group
Florida
$940K – – –
BP
436
BWM Planning
Texas
$932K +$154K +1,441 +20%
AWA
437
Amplius Wealth Advisors
Pennsylvania
$930K -$331K -3,100 -26%
PC
438
Prairiewood Capital
North Dakota
$927K +$37.9K +355 +4%
CCG
439
Chatham Capital Group
Georgia
$926K – – –
BEI
440
Benjamin Edwards Inc
Missouri
$926K +$221K +2,071 +31%
RPA
441
Rock Point Advisors
Vermont
$922K +$122K +1,144 +15%
TWM
442
TriaGen Wealth Management
California
$912K – – –
DWS
443
Discipline Wealth Solutions
South Carolina
$901K +$165K +1,543 +22%
PP
444
Postrock Partners
Oregon
$897K – – –
NWA
445
New World Advisors
Massachusetts
$888K -$171K -1,605 -16%
DB
446
Dravo Bay
Delaware
$888K +$92.3K +864 +12%
WPW
447
Waldron Private Wealth
Pennsylvania
$884K +$171K +1,600 +24%
OCM
448
Objective Capital Management
Ohio
$883K +$20K +187 +2%
SF
449
Summit Financial
New Jersey
$883K -$472K -4,422 -35%
LW
450
Linscomb Wealth
Texas
$878K +$64.1K +600 +8%
16 17
18
19 20