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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
576
Wealth Dimensions Group
Ohio
$246K – – –
WC
577
Whitney & Co
New York
$246K +$8.32K +80 +4%
CSWM
578
Cassady Schiller Wealth Management
Ohio
$245K +$244K +2,343 New
CCM
579
Coldstream Capital Management
Washington
$241K +$239K +2,298 New
BIA
580
Bigelow Investment Advisors
Maine
$240K -$28.9K -278 -11%
AWG
581
Altus Wealth Group
Colorado
$240K +$232K +2,231 New
PIM
582
Provident Investment Management
Michigan
$240K +$239K +2,300 New
RF
583
RHS Financial
California
$239K -$16.8K -161 -7%
PFGIA
584
Patriot Financial Group Insurance Agency
Massachusetts
$235K -$140K -1,345 -37%
MPW
585
Melone Private Wealth
Michigan
$235K +$208 +2 +0.1%
SFA
586
Sequoia Financial Advisors
Ohio
$232K +$230K +2,212 New
WMA
587
West Michigan Advisors
Michigan
$232K +$230K +2,212 New
IA
588
IAM Advisory
Pennsylvania
$230K +$229K +2,197 New
LWM
589
Lyell Wealth Management
California
$228K +$226K +2,175 New
BSWM
590
Boston Standard Wealth Management
Massachusetts
$227K +$225K +2,166 New
BAM
591
Belpointe Asset Management
Nevada
$226K +$224K +2,155 New
RRC
592
Relaxing Retirement Coach
Massachusetts
$225K -$303K -2,911 -58%
RWP
593
Ridgecrest Wealth Partners
California
$223K -$296K -2,845 -57%
AAS
594
Ameritas Advisory Services
Nebraska
$220K +$19K +183 +10%
RWI
595
Red Wave Investments
Pennsylvania
$219K – – –
PA
596
Pinnacle Associates
New York
$215K -$31.2K -300 -13%
HWA
597
HCR Wealth Advisors
California
$215K +$213K +2,050 New
GP
598
Girard Partners
Pennsylvania
$213K -$26K -250 -11%
ICG
599
InterOcean Capital Group
Tennessee
$213K +$212K +2,038 New
GI
600
Gradient Investments
Minnesota
$212K -$120K -1,150 -36%
22 23
24
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