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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
551
Crewe Advisors
Utah
$397K – – –
FHC
552
First Heartland Consultants
Missouri
$397K +$158K +1,508 +66%
WF
553
Warner Financial
Maryland
$396K – – –
FCT
554
First Community Trust
Iowa
$396K +$395K +3,785 New
TSS
555
Two Sigma Securities
New York
$394K +$134K +1,284 +52%
DWA
556
Delap Wealth Advisory
Oregon
$391K +$18K +172 +5%
GD
557
Grandfield & Dodd
New York
$390K – – –
TWP
558
Tyche Wealth Partners
Texas
$390K – – –
C1AG
559
Client 1st Advisory Group
Florida
$388K – – –
LWMG
560
Levy Wealth Management Group
Pennsylvania
$386K -$127K -1,220 -25%
FC
561
FCA Corp
Texas
$386K -$27.2K -260 -7%
CCFCSB
562
Cape Cod Five Cents Savings Bank
Massachusetts
$385K -$426K -4,078 -53%
SWA
563
Sax Wealth Advisors
New Jersey
$383K +$161K +1,540 +73%
RIA
564
Regal Investment Advisors
Michigan
$381K -$58.7K -562 -13%
LFS
565
Legacy Financial Strategies
Kansas
$374K -$26.1K -250 -7%
BW
566
Bison Wealth
Georgia
$373K – – –
SAF
567
Smith Anglin Financial
Texas
$372K -$215K -2,058 -37%
WS
568
Wedbush Securities
California
$372K -$75.5K -723 -17%
GSIAS
569
Garden State Investment Advisory Services
New Jersey
$370K -$47K -450 -11%
MLA
570
My Legacy Advisors
Oregon
$369K -$34.4K -329 -9%
TVM
571
True Vision MN
Minnesota
$368K +$52.8K +505 +17%
I
572
INVST
Indiana
$368K +$368K +3,525 New
FHB
573
First Hawaiian Bank
Hawaii
$368K -$1.27M -12,116 -78%
VWM
574
Venturi Wealth Management
Texas
$366K +$77.2K +739 +27%
WWG
575
West Wealth Group
California
$365K +$5.33K +51 +1%
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