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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
426
Stewardship Advisors
Pennsylvania
$1.16M -$248K -2,316 -17%
OGF
427
Orin Green Financial
California
$1.15M -$15K -140 -1%
FHA
428
Flagship Harbor Advisors
Massachusetts
$1.15M +$1.16M +10,806 New
FWA
429
FSM Wealth Advisors
Ohio
$1.14M -$262K -2,446 -19%
BSA
430
Bull Street Advisors
Georgia
$1.14M -$21.4K -200 -2%
SWA
431
Sax Wealth Advisors
New Jersey
$1.13M – – –
BEI
432
Benjamin Edwards Inc
Missouri
$1.12M +$16.7K +156 +2%
IAA
433
Independent Advisor Alliance
North Carolina
$1.12M +$1.12M +10,504 New
AWP
434
Avid Wealth Partners
Texas
$1.12M -$63.7K -595 -5%
OSNBOA
435
Old Second National Bank of Aurora
Illinois
$1.12M +$1.12M +10,476 New
CIA
436
Concurrent Investment Advisors
Florida
$1.12M +$28.8K +269 +3%
TF
437
Tompkins Financial
New York
$1.11M – – –
BMCM
438
Bryn Mawr Capital Management
Pennsylvania
$1.11M -$221K -2,061 -16%
EB
439
Exchange Bank
California
$1.1M -$8.03K -75 -0.7%
DWS
440
Dynamic Wealth Strategies
California
$1.1M – – –
TNBTD
441
Trustmark National Bank Trust Department
Mississippi
$1.09M – – –
SCG
442
Sonata Capital Group
Washington
$1.09M +$124K +1,155 +13%
EIA
443
Edgemoor Investment Advisors
Maryland
$1.08M +$70.1K +655 +7%
CMBA
444
C.M. Bidwell & Associates
Hawaii
$1.08M +$96.5K +902 +10%
CIC
445
Chilton Investment Company
Connecticut
$1.08M +$1.08M +10,105 New
CIAS
446
Capital Investment Advisory Services
North Carolina
$1.07M – – –
GSEP
447
Golden State Equity Partners
California
$1.07M +$1.07M +10,038 New
DJSG
448
D.J. St. Germain
Massachusetts
$1.06M +$22.9K +214 +2%
AWA
449
American Wealth Advisors
Georgia
$1.06M -$1.71K -16 -0.2%
AWAG
450
ARS Wealth Advisors Group
Florida
$1.06M – – –
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