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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
526
Novem Group
New York
$562K -$47.6K -450 -8%
PWM
527
Power Wealth Management
Georgia
$561K -$297K -2,813 -35%
NL
528
NDWM LLC
California
$559K +$559K +5,289 New
MADFP
529
Michael A Dubis Financial Planning
Wisconsin
$557K +$22.9K +217 +4%
HI
530
Harbour Investments
Wisconsin
$557K -$209K -1,973 -27%
CAG
531
Csenge Advisory Group
Florida
$552K +$114K +1,075 +26%
BAAM
532
Baker Avenue Asset Management
California
$542K – – –
MIS
533
Morningstar Investment Services
Illinois
$540K -$238K -2,255 -31%
IWM
534
IHT Wealth Management
Illinois
$540K +$35.1K +332 +7%
RWM
535
Rialto Wealth Management
New York
$539K +$3.49K +33 +0.7%
WT
536
Whittier Trust
California
$534K -$141K -1,334 -21%
AWM
537
Accurate Wealth Management
Florida
$532K -$29.5K -279 -5%
CAMG
538
CWA Asset Management Group
Florida
$531K +$80.3K +760 +18%
CTA
539
Colonial Trust Advisors
South Carolina
$530K -$23.1K -219 -4%
HAIM
540
Hunter Associates Investment Management
Pennsylvania
$528K – – –
OBWG
541
Onyx Bridge Wealth Group
New York
$528K +$2.01K +19 +0.4%
GC
542
Grimes & Company
Massachusetts
$527K -$22.7K -215 -4%
BFG
543
Berger Financial Group
Minnesota
$523K – – –
CWM
544
Chesapeake Wealth Management
Virginia
$523K – – –
EFS
545
Essex Financial Services
Connecticut
$515K – – –
AWS
546
Aspen Wealth Strategies
Colorado
$515K – – –
CT
547
Colonial Trust
South Carolina
$512K +$7.29K +69 +1%
SWA
548
Sax Wealth Advisors
New Jersey
$512K +$125K +1,184 +32%
CF
549
Cyr Financial
Illinois
$509K -$122K -1,150 -19%
TWM
550
Tanager Wealth Management
United Kingdom
$509K – – –
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