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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
476
Continuum Advisory
Idaho
$699K -$38.2K -361 -5%
FA
477
Fedenia Advisers
Wisconsin
$699K -$735K -6,953 -51%
PSA
478
Plum Street Advisors
Louisiana
$697K -$40.8K -386 -6%
PCA
479
Prosperity Capital Advisors
Ohio
$693K -$100K -947 -13%
DWS
480
Dynamic Wealth Strategies
California
$687K +$211 +2 +0%
FCP
481
Fidelis Capital Partners
Florida
$683K – – –
OWA
482
One Wealth Advisors
California
$675K -$814K -7,702 -55%
CFGF
483
Compass Financial Group (Florida)
Florida
$673K -$1.06K -10 -0.2%
FA
484
FF Advisors
California
$673K -$63.8K -604 -9%
SA
485
Stewardship Advisors
Pennsylvania
$667K -$2.01K -19 -0.3%
HP
486
Hilltop Partners
Indiana
$667K -$242K -2,293 -27%
RWA
487
Redhawk Wealth Advisors
Minnesota
$660K +$661K +6,251 New
SFMG
488
Sage Financial Management Group
Virginia
$659K -$1.69K -16 -0.3%
SIM
489
Synergy Investment Management
Florida
$657K -$2.54K -24 -0.4%
SPWG
490
Syntegra Private Wealth Group
Missouri
$653K +$654K +6,186 New
SCG
491
Sonata Capital Group
Washington
$653K +$111K +1,050 +20%
KWM
492
Kingsview Wealth Management
Oregon
$648K +$135K +1,275 +26%
MCM
493
MidAtlantic Capital Management
Virginia
$648K – – –
IA
494
IFG Advisory
Georgia
$646K +$27.6K +261 +4%
HPC
495
Hobart Private Capital
North Carolina
$642K +$278K +2,628 +76%
WWA
496
Wingate Wealth Advisors
Massachusetts
$641K -$17.5K -166 -3%
SL
497
SWMG LLC
Texas
$638K -$71.2K -674 -10%
DWT
498
Dorsey & Whitney Trust
South Dakota
$628K -$8.35K -79 -1%
CNC
499
Citizens & Northern Corp
Pennsylvania
$626K – – –
TC
500
TAGStone Capital
North Carolina
$624K +$2.43K +23 +0.4%
18 19
20
21 22