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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
601
Sage Financial Management Group
Virginia
$253K -$241K -2,311 -48%
EWM
602
Endurance Wealth Management
Rhode Island
$253K -$20.9K -200 -8%
AGA
603
Arkos Global Advisors
Texas
$253K +$257K +2,464 New
BSB
604
Bangor Savings Bank
Maine
$252K – – –
RF
605
Resolute Financial
Massachusetts
$249K +$45.6K +437 +22%
MWC
606
MBM Wealth Consultants
Missouri
$249K +$141K +1,347 +125%
GL
607
Graypoint LLC
New York
$243K – – –
WDG
608
Wealth Dimensions Group
Ohio
$242K – – –
WMA
609
West Michigan Advisors
Michigan
$242K +$14.5K +139 +6%
AWG
610
Altus Wealth Group
Colorado
$240K – – –
NFP
611
NorthLanding Financial Partners
New York
$237K +$241K +2,307 New
MPW
612
Melone Private Wealth
Michigan
$232K +$104 +1 +0%
PCIA
613
Prime Capital Investment Advisors
Kansas
$230K -$84K -805 -26%
WCA
614
Westover Capital Advisors
Delaware
$230K +$27.7K +265 +13%
CT
615
Colonial Trust
South Carolina
$230K +$234K +2,239 New
FI
616
Financial Insights
Washington
$226K +$230K +2,201 New
LWM
617
Lyell Wealth Management
California
$223K – – –
BSWM
618
Boston Standard Wealth Management
Massachusetts
$223K +$522 +5 +0.2%
WOSD
619
WFA of San Diego
California
$220K +$224K +2,145 New
BIA
620
Bigelow Investment Advisors
Maine
$218K -$17.3K -166 -7%
BL
621
Balentine LLC
Georgia
$216K -$78.7K -754 -26%
RWI
622
Red Wave Investments
Pennsylvania
$215K – – –
CAG
623
Csenge Advisory Group
Florida
$215K +$219K +2,096 New
CF
624
Centaurus Financial
California
$214K +$31.2K +299 +17%
HSA
625
HBK Sorce Advisory
Pennsylvania
$214K +$218K +2,087 New
23 24
25
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