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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
576
GW&K Investment Management
Massachusetts
$359K +$358K +3,425 New
OFG
577
Orcam Financial Group
California
$357K – – –
GL
578
Graypoint LLC
New York
$354K – – –
BA
579
Ballast Advisors
Minnesota
$346K – – –
JWCA
580
J.W. Cole Advisors
Florida
$342K -$60.4K -579 -15%
COCM
581
Charter Oak Capital Management
New Hampshire
$339K -$7.1K -68 -2%
GWMIA
582
Global Wealth Management Investment Advisory
Florida
$337K – – –
NFP
583
NorthLanding Financial Partners
New York
$334K +$8.98K +86 +3%
AWA
584
Alta Wealth Advisors
Massachusetts
$330K – – –
PMG
585
ProVise Management Group
Florida
$326K -$11.4K -109 -3%
NFSG
586
Newbridge Financial Services Group
Florida
$325K – – –
GWM
587
Geneos Wealth Management
Colorado
$324K +$146K +1,403 +83%
HSWM
588
Hubbell Strickland Wealth Management
Louisiana
$320K -$21.2K -203 -6%
BFA
589
BMS Financial Advisors
South Dakota
$317K -$7.1K -68 -2%
KPWG
590
KFA Private Wealth Group
Virginia
$317K +$522 +5 +0.2%
WFA
591
Wellspring Financial Advisors
Ohio
$316K – – –
MWM
592
Mattern Wealth Management
Kansas
$315K -$102K -978 -25%
ICG
593
InterOcean Capital Group
Tennessee
$315K – – –
EHC
594
Everett Harris & Co
California
$314K – – –
DT
595
Diversified Trust
Tennessee
$314K +$10.4K +100 +3%
LFG
596
Lockerman Financial Group
California
$313K +$2.71K +26 +0.9%
D
597
Diversified
Delaware
$311K +$50.1K +480 +19%
MCA
598
MSH Capital Advisors
Arizona
$311K +$310K +2,967 New
HGWM
599
Horst & Graben Wealth Management
Oregon
$309K -$522 -5 -0.2%
DCM
600
Donaldson Capital Management
Indiana
$307K – – –
22 23
24
25 26