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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
576
Helium Advisors
Washington
$559K +$25.4K +237 +5%
GC
577
Grimes & Company
Massachusetts
$555K -$5.78K -54 -1%
SOWAS
578
Silver Oak Wealth Advisors Services
California
$554K -$22K -206 -4%
RW
579
Rede Wealth
Virginia
$551K +$39.2K +366 +8%
WSFS
580
Wilmington Savings Fund Society
Delaware
$550K – – –
FAM
581
Flaharty Asset Management
Florida
$550K -$123K -1,145 -18%
WA
582
WBH Advisory
Maryland
$548K – – –
OBWG
583
Onyx Bridge Wealth Group
New York
$545K +$2.25K +21 +0.4%
SF
584
Sun Financial
Utah
$540K +$544K +5,082 New
HW
585
HORAN Wealth
Ohio
$540K +$271K +2,531 +100%
EA
586
Efficient Advisors
Ohio
$535K -$10.3K -96 -2%
CTA
587
Colonial Trust Advisors
South Carolina
$535K – – –
CA
588
CoreCap Advisors
Michigan
$533K -$6.42K -60 -1%
HAIM
589
Hunter Associates Investment Management
Pennsylvania
$533K – – –
PGAM
590
Princeton Global Asset Management
New Jersey
$531K – – –
RWP
591
Revolve Wealth Partners
New Jersey
$528K -$13.3K -124 -2%
HH
592
Hilltop Holdings
Texas
$527K +$530K +4,952 New
CWMS
593
Cannon Wealth Management Services
North Carolina
$526K +$29.4K +275 +6%
EFS
594
Essex Financial Services
Connecticut
$520K – – –
MWP
595
Madison Wealth Partners
Wisconsin
$518K +$49.4K +462 +10%
CAL
596
Capital Analysts LLC
Pennsylvania
$518K +$60.7K +567 +13%
LG
597
LaFleur & Godfrey
Michigan
$515K +$56.2K +525 +12%
EWA
598
Elevate Wealth Advisory
Georgia
$512K +$25.9K +242 +5%
SIM
599
Stratos Investment Management
Ohio
$504K +$7.17K +67 +1%
SWM
600
Spire Wealth Management
Virginia
$500K -$88.6K -828 -15%
22 23
24
25 26