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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
601
NorthCrest Asset Manangement
Minnesota
$435K +$2.35K +22 +0.5%
TFG
602
Team Financial Group
California
$431K +$1.5K +14 +0.3%
HWA
603
HCR Wealth Advisors
California
$427K – – –
IFPL
604
Investments & Financial Planning LLC
Kentucky
$426K +$142K +1,329 +50%
WFPG
605
Waller Financial Planning Group
Ohio
$424K -$3.31K -31 -0.8%
SWP
606
Summit Wealth Partners
Florida
$422K +$56.1K +525 +15%
DWA
607
Delap Wealth Advisory
Oregon
$421K – – –
MA
608
Mezzasalma Advisors
New Jersey
$420K -$19.5K -183 -4%
AWM
609
Accurate Wealth Management
Florida
$415K -$122K -1,141 -23%
WA
610
WPG Advisers
Maryland
$415K -$39.7K -372 -9%
BWP
611
Bernardo Wealth Planning
Pennsylvania
$412K -$3.2K -30 -0.8%
TFP
612
Traction Financial Partners
Wyoming
$406K – – –
SPF
613
South Plains Financial
Texas
$405K – – –
WF
614
Warner Financial
Maryland
$404K – – –
PA
615
Probity Advisors
Texas
$403K -$5.23K -49 -1%
MCWS
616
McKinley Carter Wealth Services
West Virginia
$402K -$233K -2,186 -37%
WT
617
Whittier Trust
California
$402K -$138K -1,295 -26%
CFS
618
Cannon Financial Strategists
Georgia
$399K – – –
GD
619
Grandfield & Dodd
New York
$399K – – –
CIP
620
Cornerstone Investment Partners
Georgia
$396K -$16.7K -156 -4%
PFGIA
621
Patriot Financial Group Insurance Agency
Massachusetts
$394K -$427 -4 -0.1%
BRIA
622
Balanced Rock Investment Advisors
Massachusetts
$393K +$17.9K +168 +5%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$393K +$245K +2,299 +167%
SJGA
624
Stephen J. Garry & Associates
New York
$392K – – –
JWCA
625
J.W. Cole Advisors
Florida
$391K +$48.5K +454 +14%
23 24
25
26 27