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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
451
Wedmont Private Capital
Pennsylvania
$663K +$135K +1,290 +26%
WCM
452
Wealthcare Capital Management
Virginia
$660K – – –
WA
453
WBH Advisory
Maryland
$654K +$116K +1,107 +22%
CFP
454
Cascade Financial Partners
California
$653K -$563K -5,385 -46%
RFP
455
RCS Financial Planning
Maryland
$649K +$3.97K +38 +0.6%
YIA
456
YHB Investment Advisors
Connecticut
$647K -$7.63K -73 -1%
AG
457
Ascent Group
Virginia
$645K +$260K +2,486 +67%
MCM
458
MidAtlantic Capital Management
Virginia
$642K – – –
MIA
459
MainStreet Investment Advisors
Illinois
$634K -$425K -4,071 -40%
NFG
460
Nations Financial Group
Iowa
$632K +$198K +1,897 +46%
VNA
461
Valley National Advisers
Pennsylvania
$631K +$28.2K +270 +5%
BWP
462
Bernardo Wealth Planning
Pennsylvania
$628K -$1.26M -12,098 -67%
WANY
463
Wealthspire Advisors (New York)
New York
$622K -$458K -4,386 -42%
PPC
464
Park Place Capital
Alabama
$621K -$88.6K -848 -13%
DWM
465
Destination Wealth Management
California
$619K +$25.4K +243 +4%
BFG
466
Berger Financial Group
Minnesota
$619K -$41.8K -400 -6%
PFS
467
Prospera Financial Services
Texas
$614K +$259K +2,476 +73%
TC
468
TAGStone Capital
North Carolina
$610K +$3.13K +30 +0.5%
AFG
469
Atomi Financial Group
New York
$606K +$364K +3,486 +151%
FLA
470
Financial Life Advisors
Texas
$605K +$126K +1,209 +26%
PW
471
Peninsula Wealth
California
$603K -$31.3K -300 -5%
PSA
472
Plum Street Advisors
Louisiana
$599K -$9.3K -89 -2%
FHA
473
First Horizon Advisors
Tennessee
$598K +$303K +2,904 +103%
LW
474
Libra Wealth
California
$596K – – –
KPWG
475
KFA Private Wealth Group
Virginia
$595K +$146K +1,399 +33%
17 18
19
20 21