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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
576
WJ Wealth Management
Arizona
$594K – – –
SG
577
StoneX Group
New York
$593K +$11K +103 +2%
PCA
578
Pallas Capital Advisors
Massachusetts
$592K +$592K +5,559 New
CW
579
Code Waechter
Florida
$587K – – –
CAG
580
Csenge Advisory Group
Florida
$586K +$26.4K +248 +5%
OC
581
OceanIQ Capital
California
$580K +$581K +5,457 New
WHCI
582
W.H. Cornerstone Investments
Massachusetts
$571K +$3.3K +31 +0.6%
WPW
583
Waldron Private Wealth
Pennsylvania
$569K -$62.3K -585 -10%
CT
584
Colonial Trust
South Carolina
$565K -$70.4K -661 -11%
BJL
585
Brighton Jones LLC
Washington
$564K -$231K -2,174 -29%
BCWM
586
Bartlett & Co Wealth Management
Ohio
$558K +$238K +2,240 +75%
GC
587
Grimes & Company
Massachusetts
$558K +$3.51K +33 +0.6%
VC
588
Veery Capital
Delaware
$556K +$328K +3,082 +144%
SOWAS
589
Silver Oak Wealth Advisors Services
California
$554K – – –
LG
590
LaFleur & Godfrey
Michigan
$552K +$37.3K +350 +7%
WSFS
591
Wilmington Savings Fund Society
Delaware
$550K – – –
OBWG
592
Onyx Bridge Wealth Group
New York
$549K +$3.51K +33 +0.6%
BMWS
593
Brady Martz Wealth Solutions
North Dakota
$548K -$189K -1,774 -26%
WA
594
WBH Advisory
Maryland
$548K – – –
PGAM
595
Princeton Global Asset Management
New Jersey
$543K +$11.4K +107 +2%
AWS
596
Aspen Wealth Strategies
Colorado
$542K -$102K -959 -16%
SWP
597
Summit Wealth Partners
Florida
$541K +$51K +479 +10%
PWA
598
Physician Wealth Advisors
Utah
$540K -$30.8K -289 -5%
CTA
599
Colonial Trust Advisors
South Carolina
$537K +$2.66K +25 +0.5%
HAIM
600
Hunter Associates Investment Management
Pennsylvania
$532K – – –
22 23
24
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