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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
601
Team Financial Group
California
$431K +$1.5K +14 +0.3%
HWA
602
HCR Wealth Advisors
California
$427K – – –
IFPL
603
Investments & Financial Planning LLC
Kentucky
$426K +$142K +1,329 +50%
WFPG
604
Waller Financial Planning Group
Ohio
$424K -$3.31K -31 -0.8%
SWP
605
Summit Wealth Partners
Florida
$422K +$56.1K +525 +15%
DWA
606
Delap Wealth Advisory
Oregon
$421K – – –
MA
607
Mezzasalma Advisors
New Jersey
$420K -$19.5K -183 -4%
AWM
608
Accurate Wealth Management
Florida
$415K -$122K -1,141 -23%
WA
609
WPG Advisers
Maryland
$415K -$39.7K -372 -9%
BWP
610
Bernardo Wealth Planning
Pennsylvania
$412K -$3.2K -30 -0.8%
TFP
611
Traction Financial Partners
Wyoming
$406K – – –
SPF
612
South Plains Financial
Texas
$405K – – –
WF
613
Warner Financial
Maryland
$404K – – –
PA
614
Probity Advisors
Texas
$403K -$5.23K -49 -1%
MCWS
615
McKinley Carter Wealth Services
West Virginia
$402K -$233K -2,186 -37%
WT
616
Whittier Trust
California
$402K -$138K -1,295 -26%
CFS
617
Cannon Financial Strategists
Georgia
$399K – – –
GD
618
Grandfield & Dodd
New York
$399K – – –
CIP
619
Cornerstone Investment Partners
Georgia
$396K -$16.7K -156 -4%
PFGIA
620
Patriot Financial Group Insurance Agency
Massachusetts
$394K -$427 -4 -0.1%
BRIA
621
Balanced Rock Investment Advisors
Massachusetts
$393K +$17.9K +168 +5%
BCWM
622
Bartlett & Co Wealth Management
Ohio
$393K +$245K +2,299 +167%
SJGA
623
Stephen J. Garry & Associates
New York
$392K – – –
JWCA
624
J.W. Cole Advisors
Florida
$391K +$48.5K +454 +14%
SFMG
625
Sage Financial Management Group
Virginia
$389K +$50.7K +475 +15%
23 24
25
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