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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAF
501
Smith Anglin Financial
Texas
$258K +$261K +2,469 New
BSB
502
Bangor Savings Bank
Maine
$257K -$3.81K -36 -1%
RF
503
RHS Financial
California
$255K +$258K +2,440 New
ECG
504
Edge Capital Group
Georgia
$254K +$257K +2,431 New
FA
505
Flagstar Advisors
New York
$252K -$6.98K -66 -3%
W
506
Wealthquest
Ohio
$251K – – –
CFA
507
Cahill Financial Advisors
Minnesota
$248K +$30.3K +286 +14%
PJSIMP
508
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K -$230K -2,169 -48%
PA
509
Pinnacle Associates
New York
$246K -$42.2K -399 -15%
WDG
510
Wealth Dimensions Group
Ohio
$246K – – –
BWG
511
Beta Wealth Group
California
$241K – – –
GP
512
Girard Partners
Pennsylvania
$239K – – –
VFPW
513
Vantage Financial Partners (Wisconsin)
Wisconsin
$239K +$106 +1 +0%
WC
514
Whitney & Co
New York
$237K -$31.2K -295 -12%
MPW
515
Melone Private Wealth
Michigan
$233K -$58K -548 -20%
ADL
516
Asset Dedication LLC
California
$232K -$196K -1,849 -46%
OCM
517
Objective Capital Management
Ohio
$230K -$114K -1,075 -33%
ZF
518
Zhang Financial
Michigan
$229K +$232K +2,189 New
MA
519
MONECO Advisors
Connecticut
$228K -$5.5K -52 -2%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$227K +$2.54K +24 +1%
OGF
521
Orin Green Financial
California
$225K – – –
GWM
522
Geneos Wealth Management
Colorado
$224K -$232K -2,188 -50%
WFA
523
Wipfli Financial Advisors
Wisconsin
$222K – – –
IGWM
524
ICA Group Wealth Management
Colorado
$221K +$223K +2,111 New
T
525
TRUADVICE
Florida
$220K +$224K +2,120 New
19 20
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