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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
601
World Investment Advisors
California
$259K +$263K +2,519 New
SFMG
602
Sage Financial Management Group
Virginia
$253K -$241K -2,311 -48%
EWM
603
Endurance Wealth Management
Rhode Island
$253K -$20.9K -200 -8%
AGA
604
Arkos Global Advisors
Texas
$253K +$257K +2,464 New
BSB
605
Bangor Savings Bank
Maine
$252K – – –
RF
606
Resolute Financial
Massachusetts
$249K +$45.6K +437 +22%
MWC
607
MBM Wealth Consultants
Missouri
$249K +$141K +1,347 +125%
GL
608
Graypoint LLC
New York
$243K – – –
WDG
609
Wealth Dimensions Group
Ohio
$242K – – –
WMA
610
West Michigan Advisors
Michigan
$242K +$14.5K +139 +6%
AWG
611
Altus Wealth Group
Colorado
$240K – – –
NFP
612
NorthLanding Financial Partners
New York
$237K +$241K +2,307 New
MPW
613
Melone Private Wealth
Michigan
$232K +$104 +1 +0%
PCIA
614
Prime Capital Investment Advisors
Kansas
$230K -$84K -805 -26%
WCA
615
Westover Capital Advisors
Delaware
$230K +$27.7K +265 +13%
CT
616
Colonial Trust
South Carolina
$230K +$234K +2,239 New
FI
617
Financial Insights
Washington
$226K +$230K +2,201 New
LWM
618
Lyell Wealth Management
California
$223K – – –
BSWM
619
Boston Standard Wealth Management
Massachusetts
$223K +$522 +5 +0.2%
WOSD
620
WFA of San Diego
California
$220K +$224K +2,145 New
BIA
621
Bigelow Investment Advisors
Maine
$218K -$17.3K -166 -7%
BL
622
Balentine LLC
Georgia
$216K -$78.7K -754 -26%
RWI
623
Red Wave Investments
Pennsylvania
$215K – – –
CAG
624
Csenge Advisory Group
Florida
$215K +$219K +2,096 New
CF
625
Centaurus Financial
California
$214K +$31.2K +299 +17%
23 24
25
26 27