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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
601
Cullen/Frost Bankers
Texas
$477K +$113K +1,063 +31%
HF
602
HRT Financial
New York
$473K +$473K +4,441 New
MWP
603
Madison Wealth Partners
Wisconsin
$470K -$70.4K -661 -13%
TIAM2
604
Tru Independence Asset Management 2
Oregon
$468K – – –
EPW
605
Endeavor Private Wealth
Kansas
$466K +$639 +6 +0.1%
PCG
606
Prosperity Consulting Group
Maryland
$465K +$12.3K +115 +3%
DWT
607
Dorsey & Whitney Trust
South Dakota
$464K +$8.63K +81 +2%
LG
608
LaFleur & Godfrey
Michigan
$460K – – –
CAL
609
Capital Analysts LLC
Pennsylvania
$459K +$5.54K +52 +1%
BTW
610
Boston Trust Walden
Massachusetts
$457K – – –
AWM
611
Apex Wealth Management
New Hampshire
$453K -$3.73M -35,015 -89%
TFGT
612
TS Financial Group (TSFG)
Illinois
$450K +$99.1K +930 +28%
FM
613
Foster & Motley
Ohio
$448K -$8.31K -78 -2%
DWM
614
Diversify Wealth Management
Utah
$442K +$440K +4,126 New
SSA
615
Shepherd Street Advisors
California
$440K +$440K +4,128 New
NAM
616
NorthCrest Asset Manangement
Minnesota
$436K +$1.07K +10 +0.2%
PTC
617
Private Trust Company
Ohio
$435K +$306K +2,871 +237%
CTWM
618
Cherry Tree Wealth Management
Minnesota
$427K -$26.5K -249 -6%
HWA
619
HCR Wealth Advisors
California
$427K – – –
SGCA
620
Steel Grove Capital Advisors
Tennessee
$427K +$49K +460 +13%
SWP
621
Summit Wealth Partners
Florida
$423K +$1.39K +13 +0.3%
SFMG
622
Sage Financial Management Group
Virginia
$422K +$33.1K +311 +9%
IFPL
623
Investments & Financial Planning LLC
Kentucky
$422K -$3.52K -33 -0.8%
MA
624
Mezzasalma Advisors
New Jersey
$422K +$2.56K +24 +0.6%
DWA
625
Delap Wealth Advisory
Oregon
$421K – – –
23 24
25
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