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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
501
Continuum Advisory
Idaho
$763K -$6.61K -62 -0.9%
VNIM
502
Vaughan Nelson Investment Management
Texas
$757K – – –
CG
503
Clarus Group
Texas
$757K -$109K -1,024 -13%
DWS
504
Discipline Wealth Solutions
South Carolina
$754K -$146K -1,371 -16%
OCA
505
OpenArc Corporate Advisory
Georgia
$740K +$739K +6,934 New
WFAG
506
Wescott Financial Advisory Group
Pennsylvania
$737K -$758K -7,109 -51%
SC
507
Sapient Capital
Indiana
$733K +$491K +4,607 +203%
ANBT
508
American National Bank & Trust
Texas
$729K -$715K -6,713 -50%
CISOA
509
Capital Investment Services of America
Wisconsin
$720K – – –
NFG
510
Nations Financial Group
Iowa
$719K +$27.7K +260 +4%
ACS
511
Archford Capital Strategies
Illinois
$710K -$32.5K -305 -4%
DIA
512
Dean Investment Associates
Ohio
$710K – – –
SCM
513
Sunbeam Capital Management
Georgia
$709K -$380K -3,564 -35%
CFO
514
Collective Family Office
Pennsylvania
$701K +$700K +6,570 New
ZAM
515
Zevin Asset Management
Massachusetts
$698K +$697K +6,541 New
IPA
516
Investment Planning Advisors
Georgia
$697K -$12.8K -120 -2%
BMWS
517
Brady Martz Wealth Solutions
North Dakota
$691K -$10.2K -96 -1%
IP
518
Investment Partners
Ohio
$689K -$166K -1,558 -19%
JSA
519
Jacobson & Schmitt Advisors
Wisconsin
$683K -$32.6K -306 -5%
FAM
520
Flaharty Asset Management
Florida
$673K +$406K +3,806 +152%
LWA
521
Lineweaver Wealth Advisors
Ohio
$665K +$30.3K +284 +5%
HP
522
Hilltop Partners
Indiana
$664K +$107 +1 +0%
RZH
523
Relyea Zuckerberg Hanson
Connecticut
$658K +$148K +1,389 +29%
AA
524
ArborFi Advisors
Michigan
$657K +$54.8K +514 +9%
RW
525
Rockport Wealth
Ohio
$656K – – –
19 20
21
22 23