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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
551
Code Waechter
Florida
$588K -$45.9K -431 -7%
PIMG
552
Patriot Investment Management Group
Tennessee
$588K +$13.3K +125 +2%
JWM
553
JHP Wealth Management
Colorado
$583K +$582K +5,462 New
NG
554
Novem Group
New York
$581K -$138K -1,296 -19%
QPWM
555
Quadrant Private Wealth Management
Pennsylvania
$578K +$577K +5,414 New
SOWAS
556
Silver Oak Wealth Advisors Services
California
$577K – – –
BFA
557
Beaumont Financial Advisors
Massachusetts
$575K -$202K -1,900 -26%
CT
558
Colonial Trust
South Carolina
$574K – – –
LRPA
559
L. Roy Papp & Associates
Arizona
$571K +$107K +1,000 +23%
SIM
560
Synergy Investment Management
Florida
$569K +$16.5K +155 +3%
WHCI
561
W.H. Cornerstone Investments
Massachusetts
$567K +$55.8K +524 +11%
DCM
562
Donaldson Capital Management
Indiana
$565K – – –
GC
563
Grimes & Company
Massachusetts
$562K -$52.1K -489 -8%
CWM
564
Chesapeake Wealth Management
Virginia
$560K – – –
AFP
565
Ausdal Financial Partners
Iowa
$554K -$68.8K -646 -11%
WSFS
566
Wilmington Savings Fund Society
Delaware
$551K – – –
WA
567
WBH Advisory
Maryland
$549K – – –
EA
568
Efficient Advisors
Ohio
$546K -$50.9K -478 -9%
OBWG
569
Onyx Bridge Wealth Group
New York
$544K +$4.69K +44 +0.9%
WPW
570
Waldron Private Wealth
Pennsylvania
$543K -$340K -3,188 -39%
RWP
571
Revolve Wealth Partners
New Jersey
$542K – – –
CA
572
CoreCap Advisors
Michigan
$541K +$14.5K +136 +3%
CAG
573
Csenge Advisory Group
Florida
$539K +$69.5K +652 +15%
P
574
&Partners
Tennessee
$538K +$70.3K +660 +15%
CTA
575
Colonial Trust Advisors
South Carolina
$536K – – –
21 22
23
24 25