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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
476
Waller Financial Planning Group
Ohio
$642K +$66K +632 +11%
IAA
477
Ironsides Asset Advisors
North Carolina
$639K – – –
PIMG
478
Patriot Investment Management Group
Tennessee
$635K – – –
PCA
479
Prosperity Capital Advisors
Ohio
$632K +$22.7K +217 +4%
HWA
480
HCR Wealth Advisors
California
$628K – – –
LW
481
Libra Wealth
California
$617K -$29.9K -286 -5%
AWA
482
Aletheian Wealth Advisors
Washington
$613K +$88.8K +851 +17%
CCG
483
Chatham Capital Group
Georgia
$612K – – –
CWM
484
Cornerstone Wealth Management
Missouri
$604K +$602K +5,771 New
CGL
485
Clarius Group LLC
Washington
$603K -$5.36M -51,326 -90%
QC
486
Quent Capital
New York
$603K +$37.9K +363 +7%
SPA
487
Shore Point Advisors
New Jersey
$598K -$11K -105 -2%
TC
488
TAGStone Capital
North Carolina
$598K -$314K -3,004 -34%
SWA
489
Stratos Wealth Advisors
Ohio
$587K -$992K -9,499 -63%
IA
490
IFG Advisory
Georgia
$587K -$63.1K -604 -10%
FIB
491
First Interstate Bank
Montana
$580K +$96.8K +927 +20%
BWM
492
BCS Wealth Management
Tennessee
$577K +$284K +2,724 +98%
WT
493
Whittier Trust
California
$571K -$180K -1,727 -24%
VNA
494
Valley National Advisers
Pennsylvania
$569K -$71.2K -682 -11%
SXL
495
Summit X LLC
Missouri
$559K +$558K +5,341 New
BFA
496
Beacon Financial Advisory
Ohio
$558K +$1.57K +15 +0.3%
FM
497
Foster & Motley
Ohio
$547K +$42.6K +408 +8%
SAG
498
Spotlight Asset Group
Illinois
$544K +$553K +5,300 New
WWM
499
Wiser Wealth Management
Georgia
$540K +$9.6K +92 +2%
WEG
500
World Equity Group
Illinois
$539K +$219K +2,094 +70%
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