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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
576
Diversified Enterprises
Delaware
$368K +$366K +3,469 New
WWG
577
West Wealth Group
California
$368K -$2.74K -26 -0.7%
SIS
578
Strategic Investment Solutions
Illinois
$367K +$1.27K +12 +0.3%
AC
579
AWM Capital
Arizona
$365K -$39K -370 -10%
HKIM
580
Hayek Kallen Investment Management
Alabama
$364K – – –
QPWM
581
Quadrant Private Wealth Management
Pennsylvania
$364K +$15.9K +151 +5%
RB
582
Renasant Bank
Mississippi
$361K – – –
SWP
583
Summit Wealth Partners
Florida
$361K +$1.48K +14 +0.4%
SRC
584
Shufro Rose & Co
New York
$359K – – –
FG
585
Foster Group
Iowa
$358K +$528 +5 +0.1%
CWM
586
Collaborative Wealth Management
Florida
$358K +$62.6K +593 +21%
CCFCSB
587
Cape Cod Five Cents Savings Bank
Massachusetts
$357K -$34.4K -326 -9%
TW
588
Towerpoint Wealth
California
$355K -$60.4K -572 -15%
IA
589
IFP Advisors
Florida
$354K -$73.3K -695 -17%
MWM
590
Modern Wealth Management
Kansas
$353K +$351K +3,327 New
TFGT
591
TS Financial Group (TSFG)
Illinois
$353K +$42.1K +399 +14%
HPFG
592
Hart & Patterson Financial Group
Massachusetts
$353K +$86.3K +818 +33%
LFS
593
Legacy Financial Strategies
Kansas
$342K -$37.7K -357 -10%
T
594
TNF
Montana
$340K +$1.27K +12 +0.4%
DW30
595
Drucker Wealth 3.0
New Jersey
$335K -$33.7K -319 -9%
SW
596
Simplicity Wealth
New Jersey
$332K -$577K -5,471 -64%
HGWM
597
Horst & Graben Wealth Management
Oregon
$330K +$1.69K +16 +0.5%
FCI
598
Financial Counselors Inc
Kansas
$329K +$91.3K +865 +39%
UB
599
UMB Bank
Missouri
$327K +$24.2K +229 +8%
TA
600
TruWealth Advisors
Louisiana
$326K -$83.1K -788 -20%
22 23
24
25 26