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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
576
Foster Group
Iowa
$393K -$1.16M -11,250 -75%
NL
577
Navalign LLC
California
$388K +$385K +3,720 New
C1AG
578
Client 1st Advisory Group
Florida
$387K – – –
SIM
579
Stratos Investment Management
Ohio
$385K -$42.2K -408 -10%
ACA
580
Atlas Capital Advisors
Wyoming
$383K +$12.7K +123 +3%
MFA
581
Millington Financial Advisors
Illinois
$382K +$380K +3,667 New
CBFP
582
Cedar Brook Financial Partners
Ohio
$379K -$260K -2,509 -41%
PCWA
583
Pacific Capital Wealth Advisors
California
$376K -$4.97K -48 -1%
RIA
584
Realta Investment Advisors
Delaware
$375K +$325K +3,139 +690%
DWM
585
Destination Wealth Management
California
$374K +$3.42K +33 +0.9%
TCA
586
Transcend Capital Advisors
New Jersey
$372K +$102K +987 +38%
FHA
587
Flagship Harbor Advisors
Massachusetts
$370K +$368K +3,551 New
AAS
588
Annex Advisory Services
Wisconsin
$370K -$1.03M -9,969 -74%
LA
589
Legacy Advisors
Pennsylvania
$368K – – –
PWA
590
Pillar Wealth Advisors
Pennsylvania
$366K -$2.07M -19,990 -85%
ACM
591
Antonetti Capital Management
Florida
$366K -$144K -1,396 -28%
FA
592
Financial Alternatives
California
$364K +$362K +3,495 New
CA
593
Calton & Associates
Florida
$358K +$355K +3,431 New
OFG
594
Orcam Financial Group
California
$356K – – –
AFP
595
Ausdal Financial Partners
Iowa
$355K -$2.79K -27 -0.8%
GL
596
Graypoint LLC
New York
$353K +$105K +1,018 +43%
RF
597
RHS Financial
California
$347K +$36K +348 +12%
BA
598
Ballast Advisors
Minnesota
$345K -$1.14K -11 -0.3%
COCM
599
Charter Oak Capital Management
New Hampshire
$345K -$20.8K -201 -6%
PFGIA
600
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$342K +3,302 New
22 23
24
25 26