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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
TAGStone Capital
North Carolina
$621K +$2.43K +23 +0.4%
SWA
502
Stratos Wealth Advisors
Ohio
$618K -$781K -7,399 -56%
IA
503
IFG Advisory
Georgia
$618K +$619K +5,858 New
TDB
504
Thompson David Blair
$617K +$618K +5,853 New
NG
505
Novem Group
New York
$609K +$610K +5,771 New
OWA
506
Opal Wealth Advisors
New York
$608K +$361K +3,417 +145%
FLA
507
Financial Life Advisors
Texas
$603K +$26.4K +250 +5%
PGAM
508
Princeton Global Asset Management
New Jersey
$602K +$50.7K +480 +9%
LW
509
Libra Wealth
California
$601K – – –
DCM
510
Donaldson Capital Management
Indiana
$600K -$199K -1,888 -25%
CPP
511
Capasso Planning Partners
South Carolina
$599K -$2.18M -20,665 -78%
PFA
512
Petra Financial Advisors
Colorado
$587K -$6.13K -58 -1%
EH
513
Equitable Holdings
New York
$586K -$1.34M -12,710 -70%
HFA
514
High Falls Advisors
New York
$586K -$1.06K -10 -0.2%
RWP
515
Revolve Wealth Partners
New Jersey
$586K -$240K -2,276 -29%
SAM
516
Smartleaf Asset Management
Massachusetts
$582K +$275K +2,602 +89%
SAM
517
SP Asset Management
California
$580K – – –
GWMR
518
GC Wealth Management RIA
Massachusetts
$574K -$282K -2,670 -33%
TFO
519
Timonier Family Office
North Carolina
$565K +$566K +5,358 New
AWM
520
Accurate Wealth Management
Florida
$564K +$29.5K +279 +6%
MWM
521
Modern Wealth Management
Kansas
$562K +$212K +2,004 +60%
I
522
INVST
Indiana
$562K +$5.07K +48 +0.9%
AWP
523
Avid Wealth Partners
Texas
$561K -$397K -3,758 -41%
PW
524
Peninsula Wealth
California
$558K -$6.23K -59 -1%
CTA
525
Colonial Trust Advisors
South Carolina
$553K +$211 +2 +0%
19 20
21
22 23