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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
601
Root Financial Partners
California
$404K -$13K -123 -3%
TNA
602
True North Advisors
Texas
$403K +$403K +3,816 New
DWA
603
Delap Wealth Advisory
Oregon
$402K +$7.5K +71 +2%
SPF
604
South Plains Financial
Texas
$400K +$401K +3,796 New
WCP
605
Wealthcare Capital Partners
Pennsylvania
$400K +$401K +3,795 New
WF
606
Warner Financial
Maryland
$399K – – –
EWA
607
ERTS Wealth Advisors
Michigan
$398K -$13.3K -126 -3%
AWP
608
Astra Wealth Partners
New Jersey
$396K +$397K +3,757 New
GD
609
Grandfield & Dodd
New York
$394K – – –
LWA
610
Lineweaver Wealth Advisors
Ohio
$394K +$394K +3,732 New
TWP
611
Tyche Wealth Partners
Texas
$393K – – –
WPC
612
White Pine Capital
Minnesota
$393K +$394K +3,730 New
XPN
613
XY Planning Network
Montana
$393K +$393K +3,722 New
C1AG
614
Client 1st Advisory Group
Florida
$391K – – –
OC
615
Oppenheimer & Co
New York
$391K -$15.1K -143 -4%
BEI
616
Benjamin Edwards Inc
Missouri
$390K -$20.5K -194 -5%
BA
617
Ballast Advisors
Minnesota
$389K +$14.8K +140 +4%
CWMS
618
Cannon Wealth Management Services
North Carolina
$387K +$16.4K +155 +4%
GAA
619
Guardian Asset Advisors
Pennsylvania
$387K -$11.2K -106 -3%
SWA
620
Sax Wealth Advisors
New Jersey
$386K – – –
WS
621
Wedbush Securities
California
$385K -$2.01K -19 -0.5%
GSIAS
622
Garden State Investment Advisory Services
New Jersey
$384K +$8.55K +81 +2%
FPW
623
Flagship Private Wealth
Massachusetts
$384K +$135K +1,275 +54%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$381K +$116K +1,102 +44%
BB
625
Busey Bank
Illinois
$379K +$380K +3,597 New
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25
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