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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
601
Uniting Wealth Partners
Kansas
$499K +$501K +4,685 New
BFO
602
Biltmore Family Office
North Carolina
$498K – – –
BFA
603
Beaumont Financial Advisors
Massachusetts
$494K -$79.4K -742 -14%
PHWA
604
Petersen Hastings Wealth Advisors
Washington
$494K +$124K +1,159 +33%
CCM
605
Cloud Capital Management
Washington
$494K +$2.14K +20 +0.4%
SFMG
606
Sage Financial Management Group
Virginia
$493K +$71.5K +668 +17%
PWM
607
Power Wealth Management
Georgia
$492K – – –
OCA
608
OpenArc Corporate Advisory
Georgia
$491K -$249K -2,322 -33%
TWCA
609
Two West Capital Advisors
Kansas
$490K +$163K +1,522 +49%
SWP
610
Summit Wealth Partners
Florida
$490K +$68.2K +637 +16%
DWT
611
Dorsey & Whitney Trust
South Dakota
$487K +$24.3K +227 +5%
ATPW
612
Ashton Thomas Private Wealth
Arizona
$482K -$160K -1,493 -25%
PFA
613
Petra Financial Advisors
Colorado
$481K -$145K -1,351 -23%
CFA
614
CWS Financial Advisors
Michigan
$480K +$482K +4,507 New
PIA
615
Polaris Investment Advisors
Massachusetts
$478K -$15.9K -149 -3%
GWM
616
Gibbs Wealth Management
Georgia
$477K +$96.2K +899 +25%
MLRA
617
Main Line Retirement Advisors
Montana
$472K +$127K +1,187 +37%
SI
618
Stephens Inc
Arkansas
$470K -$13.9K -130 -3%
TIAM2
619
Tru Independence Asset Management 2
Oregon
$467K – – –
EPW
620
Endeavor Private Wealth
Kansas
$465K +$321 +3 +0.1%
WFPG
621
Waller Financial Planning Group
Ohio
$465K +$61.5K +575 +15%
DCM
622
Donaldson Capital Management
Indiana
$464K -$101K -940 -18%
PCG
623
Prosperity Consulting Group
Maryland
$464K – – –
BTW
624
Boston Trust Walden
Massachusetts
$456K – – –
TFGT
625
TS Financial Group (TSFG)
Illinois
$449K +$107 +1 +0%
23 24
25
26 27