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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
Gradient Investments
Minnesota
$544K +$541K +5,119 New
WA
552
WBH Advisory
Maryland
$543K +$36.4K +345 +7%
WT
553
Whittier Trust
California
$538K – – –
AWM
554
Accurate Wealth Management
Florida
$535K -$4.65K -44 -0.9%
CAMG
555
CWA Asset Management Group
Florida
$535K – – –
PWM
556
Power Wealth Management
Georgia
$534K -$29.9K -283 -5%
OBWG
557
Onyx Bridge Wealth Group
New York
$534K +$3.06K +29 +0.6%
CTA
558
Colonial Trust Advisors
South Carolina
$534K – – –
HAIM
559
Hunter Associates Investment Management
Pennsylvania
$532K – – –
HA
560
Helium Advisors
Washington
$530K +$24.8K +235 +5%
BFG
561
Berger Financial Group
Minnesota
$527K +$317 +3 +0.1%
CWM
562
Chesapeake Wealth Management
Virginia
$526K – – –
CFB
563
Cullen/Frost Bankers
Texas
$525K +$39.6K +375 +8%
C
564
Croban
Ohio
$524K -$75.8K -718 -13%
1WM
565
1900 Wealth Management
Texas
$524K -$62.3K -590 -11%
CA
566
CoreCap Advisors
Michigan
$522K +$52.4K +496 +11%
EFS
567
Essex Financial Services
Connecticut
$519K – – –
HTC
568
Haverford Trust Company
Pennsylvania
$506K – – –
EWA
569
Elevate Wealth Advisory
Georgia
$501K -$9.51K -90 -2%
MWP
570
Madison Wealth Partners
Wisconsin
$499K -$10.5K -99 -2%
AA
571
ArborFi Advisors
Michigan
$497K +$144K +1,360 +41%
AWM
572
Axxcess Wealth Management
California
$492K +$41.8K +396 +9%
GWM
573
Gibbs Wealth Management
Georgia
$491K +$220K +2,086 +82%
WTB
574
Washington Trust Bank
Washington
$488K +$485K +4,590 New
BAM
575
Berkshire Asset Management
Pennsylvania
$481K – – –
21 22
23
24 25