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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
601
Revolve Wealth Partners
New Jersey
$527K – – –
HH
602
Hilltop Holdings
Texas
$527K – – –
RW
603
Rede Wealth
Virginia
$526K -$23.9K -225 -4%
ACP
604
Aviance Capital Partners
Florida
$524K -$333K -3,126 -39%
NG
605
Novem Group
New York
$523K -$55.6K -522 -10%
SIM
606
Stratos Investment Management
Ohio
$522K +$18.1K +170 +4%
MWP
607
Madison Wealth Partners
Wisconsin
$520K +$1.49K +14 +0.3%
EFS
608
Essex Financial Services
Connecticut
$519K – – –
DC
609
Davenport & Co
Virginia
$513K -$63.7K -598 -11%
HA
610
Helium Advisors
Washington
$507K -$51.6K -485 -9%
ARA
611
Approach Retirement Advisors
Alabama
$505K +$106K +1,000 +27%
SFMG
612
Sage Financial Management Group
Virginia
$504K +$11.9K +112 +2%
G
613
GenTrust
Florida
$504K -$157K -1,478 -24%
CA
614
CoreCap Advisors
Michigan
$503K -$30.1K -283 -6%
FM
615
Foster & Motley
Ohio
$499K +$111K +1,039 +28%
UWP
616
Uniting Wealth Partners
Kansas
$499K – – –
BFO
617
Biltmore Family Office
North Carolina
$498K – – –
CCM
618
Cloud Capital Management
Washington
$498K +$2.98K +28 +0.6%
IWM
619
IHT Wealth Management
Illinois
$497K +$131K +1,231 +36%
ACG
620
Allen Capital Group
Nebraska
$496K +$70.4K +661 +17%
EWA
621
Elevate Wealth Advisory
Georgia
$495K -$16.8K -158 -3%
BFA
622
Beaumont Financial Advisors
Massachusetts
$494K – – –
SWM
623
Spire Wealth Management
Virginia
$494K -$6.17K -58 -1%
PWM
624
Power Wealth Management
Georgia
$492K – – –
JWCA
625
J.W. Cole Advisors
Florida
$489K +$489K +4,591 New
23 24
25
26 27