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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$428K +$425K +4,022 New
TFG
602
Team Financial Group
California
$427K +$200K +1,895 +89%
HWA
603
HCR Wealth Advisors
California
$425K – – –
WFPG
604
Waller Financial Planning Group
Ohio
$425K +$317 +3 +0.1%
DWA
605
Delap Wealth Advisory
Oregon
$420K – – –
BWP
606
Bernardo Wealth Planning
Pennsylvania
$413K -$39.7K -376 -9%
CC
607
Capstone Capital
Nevada
$411K -$18.8K -178 -4%
CIP
608
Cornerstone Investment Partners
Georgia
$411K -$44.8K -424 -10%
JCM
609
Jacobi Capital Management
Pennsylvania
$410K -$204K -1,928 -33%
PA
610
Probity Advisors
Texas
$407K -$177K -1,672 -30%
TNA
611
True North Advisors
Texas
$406K – – –
TFP
612
Traction Financial Partners
Wyoming
$404K -$5.28K -50 -1%
SPF
613
South Plains Financial
Texas
$404K – – –
WF
614
Warner Financial
Maryland
$402K – – –
WCP
615
Wealthcare Capital Partners
Pennsylvania
$399K -$2.64K -25 -0.7%
CFS
616
Cannon Financial Strategists
Georgia
$397K +$395K +3,738 New
GD
617
Grandfield & Dodd
New York
$397K – – –
1IA
618
1834 Investment Advisors
Wisconsin
$395K +$58.4K +553 +18%
C1AG
619
Client 1st Advisory Group
Florida
$394K – – –
GAA
620
Guardian Asset Advisors
Pennsylvania
$393K +$2.01K +19 +0.5%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$393K +$37.2K +352 +11%
FM
622
Foster & Motley
Ohio
$392K -$54.9K -520 -12%
RZH
623
Relyea Zuckerberg Hanson
Connecticut
$392K +$119K +1,127 +44%
SJGA
624
Stephen J. Garry & Associates
New York
$390K -$71.1K -673 -16%
LSWP
625
Liberty Square Wealth Partners
Pennsylvania
$386K – – –
23 24
25
26 27