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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
601
B. Riley Wealth Advisors
Florida
$342K +$339K +3,277 New
IAIM
602
International Assets Investment Management
Florida
$342K -$34.8K -336 -9%
FFM
603
Flagstone Financial Management
Nebraska
$341K +$339K +3,274 New
HSWM
604
Hubbell Strickland Wealth Management
Louisiana
$340K -$178K -1,724 -35%
GWMIA
605
Global Wealth Management Investment Advisory
Florida
$336K +$18.7K +181 +6%
PMG
606
ProVise Management Group
Florida
$336K -$26.8K -259 -7%
BFA
607
BMS Financial Advisors
South Dakota
$332K -$228K -2,198 -42%
AWM
608
Apollon Wealth Management
South Carolina
$332K +$117K +1,129 +55%
PFA
609
Pure Financial Advisors
California
$332K +$329K +3,180 New
AWA
610
Alta Wealth Advisors
Massachusetts
$329K +$327K +3,157 New
SS
611
Sunbelt Securities
Texas
$325K -$155K -1,494 -32%
NFP
612
NorthLanding Financial Partners
New York
$324K +$82.8K +800 +35%
HSA
613
HBK Sorce Advisory
Pennsylvania
$324K +$106K +1,023 +49%
NFSG
614
Newbridge Financial Services Group
Florida
$323K – – –
KPWG
615
KFA Private Wealth Group
Virginia
$315K +$313K +3,023 New
HKIM
616
Hayek Kallen Investment Management
Alabama
$315K – – –
WFA
617
Wellspring Financial Advisors
Ohio
$315K +$312K +3,019 New
WEG
618
World Equity Group
Illinois
$314K +$11K +106 +4%
ICG
619
InterOcean Capital Group
Tennessee
$314K +$100K +970 +48%
AC
620
ASB Consultores
Florida
$314K +$311K +3,007 New
EHC
621
Everett Harris & Co
California
$313K – – –
LFG
622
Lockerman Financial Group
California
$309K -$2.28M -22,008 -88%
HGWM
623
Horst & Graben Wealth Management
Oregon
$308K +$1.14K +11 +0.4%
DCM
624
Donaldson Capital Management
Indiana
$306K +$304K +2,936 New
FMWA
625
Forvis Mazars Wealth Advisors
Missouri
$306K +$304K +2,936 New
23 24
25
26 27