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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFMG
626
Sage Financial Management Group
Virginia
$389K +$50.7K +475 +15%
CC
627
Capstone Capital
Nevada
$388K -$24.6K -230 -6%
LSWP
628
Liberty Square Wealth Partners
Pennsylvania
$388K – – –
GWM
629
Gibbs Wealth Management
Georgia
$382K -$110K -1,033 -22%
CWM
630
Collaborative Wealth Management
Florida
$380K +$427 +4 +0.1%
LIG
631
Lokken Investment Group
Delaware
$380K +$380K +3,555 New
SGCA
632
Steel Grove Capital Advisors
Tennessee
$376K – – –
RA
633
Rodgers & Associates
Pennsylvania
$376K +$34.1K +319 +10%
BAAM
634
Baker Avenue Asset Management
California
$374K – – –
WTC
635
WhitTier Trust Company
Nevada
$373K – – –
PA
636
PFG Advisors
Arizona
$371K +$371K +3,472 New
CAMG
637
CWA Asset Management Group
Florida
$366K -$171K -1,600 -32%
HKIM
638
Hayek Kallen Investment Management
Alabama
$366K – – –
PPC
639
Park Place Capital
Alabama
$365K -$68.4K -641 -16%
CFB
640
Cullen/Frost Bankers
Texas
$364K -$163K -1,530 -31%
MW
641
Maia Wealth
Colorado
$363K -$111K -1,043 -23%
HWMC
642
Heritage Wealth Management (California)
California
$357K -$3.31K -31 -0.9%
CCFCSB
643
Cape Cod Five Cents Savings Bank
Massachusetts
$357K – – –
PWAM
644
Private Wealth Asset Management
Iowa
$352K +$74.4K +697 +27%
TW
645
Traveka Wealth
California
$352K – – –
KSWA
646
Kathleen S. Wright Associates
Pennsylvania
$352K +$107 +1 +0%
TFGT
647
TS Financial Group (TSFG)
Illinois
$351K +$5.23K +49 +2%
RWM
648
Riverbend Wealth Management
South Carolina
$351K – – –
WE
649
Wealth Effects
Massachusetts
$346K +$86.1K +806 +33%
HGWM
650
Horst & Graben Wealth Management
Oregon
$339K +$2.03K +19 +0.6%
24 25
26
27 28