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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
501
Fedenia Advisers
Wisconsin
$682K -$21K -199 -3%
SFS
502
Strategic Financial Services
New York
$680K +$314K +2,970 +87%
FA
503
FF Advisors
California
$679K +$423 +4 +0.1%
OWA
504
One Wealth Advisors
California
$673K -$6.34K -60 -0.9%
PCA
505
Prosperity Capital Advisors
Ohio
$673K -$24.8K -235 -4%
GAM
506
Gould Asset Management
California
$670K +$665K +6,300 New
HP
507
Hilltop Partners
Indiana
$661K -$10.2K -97 -2%
DC
508
Davenport & Co
Virginia
$659K -$167K -1,581 -20%
SIM
509
Stratos Investment Management
Ohio
$653K +$268K +2,537 +70%
KWM
510
Kingsview Wealth Management
Oregon
$649K -$4.01K -38 -0.6%
SIM
511
Synergy Investment Management
Florida
$648K -$13.4K -127 -2%
TWP
512
Tyche Wealth Partners
Texas
$646K +$189K +1,792 +42%
CIA
513
Concurrent Investment Advisors
Florida
$645K +$348K +3,296 +119%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$644K +$194K +1,833 +43%
SL
515
SWMG LLC
Texas
$643K -$3.06K -29 -0.5%
RFP
516
Root Financial Partners
California
$638K +$260K +2,465 +70%
CWMK
517
Caliber Wealth Management (Kansas)
Kansas
$637K -$102K -963 -14%
VA
518
VestGen Advisors
Illinois
$636K +$143K +1,350 +29%
TC
519
TAGStone Capital
North Carolina
$634K +$2.75K +26 +0.4%
TWP
520
Triad Wealth Partners
Kansas
$633K +$232K +2,198 +58%
MCWS
521
McKinley Carter Wealth Services
West Virginia
$633K -$83.3K -789 -12%
AWS
522
Aspen Wealth Strategies
Colorado
$633K +$113K +1,074 +22%
NG
523
Novem Group
New York
$631K +$65.2K +617 +12%
CNC
524
Citizens & Northern Corp
Pennsylvania
$630K – – –
CW
525
Code Waechter
Florida
$627K – – –
19 20
21
22 23