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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWMR
576
GC Wealth Management RIA
Massachusetts
$479K -$98.4K -932 -17%
MW
577
Maia Wealth
Colorado
$473K +$112K +1,064 +31%
RW
578
Rede Wealth
Virginia
$471K -$155K -1,464 -25%
TIAM2
579
Tru Independence Asset Management 2
Oregon
$467K – – –
LRPA
580
L. Roy Papp & Associates
Arizona
$463K – – –
PA
581
Procyon Advisors
Connecticut
$459K +$25.9K +245 +6%
LG
582
LaFleur & Godfrey
Michigan
$458K – – –
DWT
583
Dorsey & Whitney Trust
South Dakota
$456K -$175K -1,658 -28%
FPW
584
Flagship Private Wealth
Massachusetts
$453K – – –
WA
585
WPG Advisers
Maryland
$452K -$42.1K -399 -9%
CTWM
586
Cherry Tree Wealth Management
Minnesota
$452K – – –
SI
587
Stephens Inc
Arkansas
$452K +$449K +4,253 New
PCG
588
Prosperity Consulting Group
Maryland
$451K -$33.1K -313 -7%
CAL
589
Capital Analysts LLC
Pennsylvania
$450K +$423 +4 +0.1%
EF
590
Envision Financial
Wisconsin
$444K +$135K +1,275 +44%
MFGM
591
Marshall Financial Group (Maryland)
Maryland
$442K +$47.3K +448 +12%
JWM
592
Jessup Wealth Management
Ohio
$439K – – –
BWM
593
BCGM Wealth Management
Indiana
$439K -$21.9K -207 -5%
AIA
594
Armor Investment Advisors
North Carolina
$438K +$50.3K +476 +13%
CWMS
595
Cannon Wealth Management Services
North Carolina
$438K +$2.22K +21 +0.5%
MA
596
Mezzasalma Advisors
New Jersey
$438K -$7.29K -69 -2%
RA
597
Riversedge Advisors
Delaware
$433K -$951 -9 -0.2%
WPC
598
White Pine Capital
Minnesota
$432K +$47.4K +449 +12%
NAM
599
NorthCrest Asset Manangement
Minnesota
$431K +$1.16K +11 +0.3%
PPC
600
Park Place Capital
Alabama
$431K -$40.7K -385 -9%
22 23
24
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