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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
451
Westover Capital Advisors
Delaware
$793K -$44.4K -420 -5%
GC
452
Garde Capital
Washington
$778K +$779K +7,368 New
RPA
453
Rock Point Advisors
Vermont
$776K -$12.7K -120 -2%
BP
454
BWM Planning
Texas
$774K +$83.7K +792 +12%
CSP
455
Cary Street Partners
Virginia
$773K – – –
TWM
456
Trinity Wealth Management
Pennsylvania
$757K +$6.76K +64 +0.9%
HWP
457
Heritage Wealth Partners
Ohio
$756K -$25.8K -244 -3%
EFG
458
Ethos Financial Group
Pennsylvania
$754K – – –
WP
459
WealthShield Partners
North Carolina
$752K -$389K -3,679 -34%
MIA
460
MainStreet Investment Advisors
Illinois
$743K +$10.6K +100 +1%
ACS
461
Archford Capital Strategies
Illinois
$742K -$110K -1,042 -13%
FHA
462
First Horizon Advisors
Tennessee
$741K -$88.8K -840 -11%
VNIM
463
Vaughan Nelson Investment Management
Texas
$741K +$27K +255 +4%
BFA
464
Beaumont Financial Advisors
Massachusetts
$740K – – –
CWMK
465
Caliber Wealth Management (Kansas)
Kansas
$735K +$736K +6,958 New
CPBTD
466
Central Pacific Bank - Trust Division
Hawaii
$731K +$29.1K +275 +4%
YIA
467
YHB Investment Advisors
Connecticut
$726K +$51.5K +487 +8%
SG
468
StoneX Group
New York
$723K -$379K -3,581 -34%
RWP
469
Revolve Wealth Partners
New Jersey
$713K +$127K +1,205 +22%
CISOA
470
Capital Investment Services of America
Wisconsin
$713K – – –
MCWS
471
McKinley Carter Wealth Services
West Virginia
$712K -$984K -9,309 -58%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$711K +$10.6K +100 +2%
TFG
473
Tilson Financial Group
New Jersey
$711K -$1.59K -15 -0.2%
RFP
474
RCS Financial Planning
Maryland
$707K -$161K -1,523 -19%
DIA
475
Dean Investment Associates
Ohio
$702K – – –
17 18
19
20 21