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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
551
Tanager Wealth Management
United Kingdom
$508K – – –
ATPW
552
Ashton Thomas Private Wealth
Arizona
$508K +$508K +4,812 New
MWP
553
Madison Wealth Partners
Wisconsin
$505K -$54.5K -516 -10%
EIA
554
Edgemoor Investment Advisors
Maryland
$505K +$232K +2,200 +85%
IWM
555
IHT Wealth Management
Illinois
$504K -$7.71K -73 -2%
CT
556
Colonial Trust
South Carolina
$504K +$79.4K +752 +19%
JCM
557
Jacobi Capital Management
Pennsylvania
$503K +$2.96K +28 +0.6%
BWM
558
Bernard Wealth Management
Michigan
$500K +$500K +4,737 New
HA
559
Helium Advisors
Washington
$494K +$495K +4,687 New
CIA
560
Concurrent Investment Advisors
Florida
$493K +$198K +1,878 +67%
BWM
561
BCGM Wealth Management
Indiana
$485K +$25.1K +238 +5%
FIA
562
Foundations Investment Advisors
Arizona
$484K +$243K +2,301 +101%
HTC
563
Haverford Trust Company
Pennsylvania
$482K – – –
FM
564
Foster & Motley
Ohio
$482K -$12.7K -120 -3%
CFB
565
Cullen/Frost Bankers
Texas
$481K +$14.3K +135 +3%
PCG
566
Prosperity Consulting Group
Maryland
$480K +$75.5K +715 +19%
BAM
567
Berkshire Asset Management
Pennsylvania
$478K – – –
BWP
568
Bernardo Wealth Planning
Pennsylvania
$477K -$63.4K -600 -12%
PPC
569
Park Place Capital
Alabama
$468K -$140K -1,330 -23%
CIP
570
Cornerstone Investment Partners
Georgia
$467K +$34.1K +323 +8%
SGCA
571
Steel Grove Capital Advisors
Tennessee
$466K -$340K -3,220 -42%
TIAM2
572
Tru Independence Asset Management 2
Oregon
$463K – – –
HWMC
573
Heritage Wealth Management (California)
California
$462K -$184K -1,743 -28%
PA
574
Procyon Advisors
Connecticut
$462K -$104K -987 -18%
LRPA
575
L. Roy Papp & Associates
Arizona
$459K – – –
21 22
23
24 25