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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BRIA
576
Balanced Rock Investment Advisors
Massachusetts
$455K -$4.86K -46 -1%
CAMG
577
CWA Asset Management Group
Florida
$451K +$129K +1,225 +40%
CTWM
578
Cherry Tree Wealth Management
Minnesota
$449K -$36.4K -345 -8%
LG
579
LaFleur & Godfrey
Michigan
$447K – – –
PIMG
580
Patriot Investment Management Group
Tennessee
$443K +$121K +1,142 +37%
EWA
581
Elevate Wealth Advisory
Georgia
$442K +$37.3K +353 +9%
CAG
582
Csenge Advisory Group
Florida
$440K +$121K +1,147 +38%
MA
583
Mezzasalma Advisors
New Jersey
$440K +$441K +4,172 New
TW
584
Traveka Wealth
California
$437K +$6.55K +62 +2%
WB
585
WesBanco Bank
West Virginia
$436K +$436K +4,132 New
WFPG
586
Waller Financial Planning Group
Ohio
$434K +$3.17K +30 +0.7%
NAM
587
NorthCrest Asset Manangement
Minnesota
$430K -$8.77K -83 -2%
WTC
588
WhitTier Trust Company
Nevada
$427K +$4.01K +38 +0.9%
CC
589
Capstone Capital
Nevada
$426K -$9.4K -89 -2%
IPA
590
Investment Planning Advisors
Georgia
$426K -$35.7K -338 -8%
SIS
591
Strategic Investment Solutions
Illinois
$425K +$60.9K +577 +17%
HWA
592
HCR Wealth Advisors
California
$422K – – –
WPW
593
Waldron Private Wealth
Pennsylvania
$420K -$125K -1,185 -23%
FHA
594
Flagship Harbor Advisors
Massachusetts
$420K +$127K +1,199 +43%
VWM
595
Venturi Wealth Management
Texas
$415K +$14.7K +139 +4%
CWM
596
Centurion Wealth Management
Virginia
$411K +$2.32K +22 +0.6%
RRCM
597
Rappaport Reiches Capital Management
Illinois
$410K – – –
DAS
598
Diversify Advisory Services
Utah
$409K -$18.9K -179 -4%
SC
599
Savant Capital
Illinois
$407K -$1.17M -11,073 -74%
AWM
600
Axxcess Wealth Management
California
$406K +$26K +246 +7%
22 23
24
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