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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
626
Dorsey & Whitney Trust
South Dakota
$487K +$532 +5 +0.1%
IFPL
627
Investments & Financial Planning LLC
Kentucky
$479K +$56.9K +535 +13%
MLRA
628
Main Line Retirement Advisors
Montana
$475K +$2.66K +25 +0.6%
CA
629
Chatterton & Associates
California
$473K +$31.5K +296 +7%
WWM
630
Western Wealth Management
Colorado
$473K +$113K +1,062 +31%
ATPW
631
Ashton Thomas Private Wealth
Arizona
$472K -$10.4K -98 -2%
SI
632
Stephens Inc
Arkansas
$469K -$1.28K -12 -0.3%
EPW
633
Endeavor Private Wealth
Kansas
$466K +$426 +4 +0.1%
PCG
634
Prosperity Consulting Group
Maryland
$464K – – –
AWP
635
Avid Wealth Partners
Texas
$462K -$653K -6,138 -59%
HKIM
636
Hayek Kallen Investment Management
Alabama
$460K +$63.9K +600 +16%
SWP
637
Sagespring Wealth Partners
Tennessee
$458K -$137K -1,285 -23%
BTW
638
Boston Trust Walden
Massachusetts
$456K – – –
SSA
639
Shepherd Street Advisors
California
$455K +$14.9K +140 +3%
DWA
640
Delos Wealth Advisors
Texas
$451K -$357K -3,353 -44%
PCA
641
Prosperity Capital Advisors
Ohio
$450K +$52.9K +497 +13%
TFGT
642
TS Financial Group (TSFG)
Illinois
$450K +$745 +7 +0.2%
SFG
643
Sovereign Financial Group
Connecticut
$449K +$25.4K +239 +6%
LW
644
Linscomb Wealth
Texas
$447K -$365K -3,427 -45%
EBA
645
Eagle Bay Advisors
New York
$445K – – –
GJIA
646
Glass Jacobson Investment Advisors
Maryland
$443K +$443K +4,160 New
WFPG
647
Waller Financial Planning Group
Ohio
$442K -$22.6K -212 -5%
PIA
648
Polaris Investment Advisors
Massachusetts
$434K -$43.3K -407 -9%
CTWM
649
Cherry Tree Wealth Management
Minnesota
$427K – – –
PA
650
Parallel Advisors
California
$426K -$947K -8,900 -69%
24 25
26
27 28