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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Bernardo Wealth Planning
Pennsylvania
$453K -$50.6K -489 -10%
PG
552
Proffitt & Goodson
Tennessee
$452K -$2.42M -23,341 -84%
AFG
553
Altiora Financial Group
Ohio
$452K +$448K +4,332 New
BBWP
554
Beacon Bridge Wealth Partners
Pennsylvania
$442K +$439K +4,238 New
KA
555
Kovack Advisors
Florida
$439K – – –
SWP
556
ShoreHaven Wealth Partners
New Jersey
$437K -$24.5K -237 -5%
WAG
557
Winthrop Advisory Group
Massachusetts
$435K -$250K -2,415 -37%
BFEC
558
Benjamin F. Edwards & Company
Missouri
$433K -$127K -1,231 -23%
CGFA
559
Colton Groome Financial Advisors
North Carolina
$432K -$56.9K -550 -12%
SPWG
560
Syntegra Private Wealth Group
Missouri
$431K +$428K +4,137 New
WA
561
Waverly Advisors
Alabama
$430K +$86.1K +832 +25%
AA
562
Auxano Advisors
Washington
$422K – – –
EGA
563
Eagle Global Advisors
Texas
$417K +$414K +4,000 New
MWM
564
Mattern Wealth Management
Kansas
$416K -$48.4K -468 -10%
CAL
565
Capital Advisors Ltd
Ohio
$416K +$75.2K +727 +22%
NCM
566
NCM Capital Management
New Jersey
$414K +$66.6K +643 +19%
DC
567
DeDora Capital
California
$414K +$4.87K +47 +1%
AAS
568
Ameritas Advisory Services
Nebraska
$411K +$139K +1,340 +51%
BWM
569
Benchmark Wealth Management
Connecticut
$408K – – –
DI
570
Disciplined Investments
Oklahoma
$408K +$42.6K +412 +12%
TI
571
Tidal Investments
Wisconsin
$406K – – –
JWCA
572
J.W. Cole Advisors
Florida
$401K +$32.1K +310 +9%
BWP
573
BSW Wealth Partners
Colorado
$398K -$168K -1,624 -30%
AFC
574
AFT Forsyth & Company
Florida
$397K – – –
WF
575
Warner Financial
Maryland
$395K – – –
21 22
23
24 25