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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
626
CWA Asset Management Group
Florida
$420K +$54K +507 +15%
WA
627
WPG Advisers
Maryland
$418K +$3.73K +35 +0.9%
TFG
628
Team Financial Group
California
$417K -$13.6K -128 -3%
BWM
629
BCGM Wealth Management
Indiana
$408K -$33.8K -317 -8%
CWMK
630
Caliber Wealth Management (Kansas)
Kansas
$405K -$85.9K -806 -18%
SPF
631
South Plains Financial
Texas
$405K – – –
KWM
632
KRM Wealth Management
Nevada
$405K +$404K +3,794 New
WFPG
633
Waller Financial Planning Group
Ohio
$404K -$19.2K -180 -5%
WF
634
Warner Financial
Maryland
$404K – – –
WT
635
Whittier Trust
California
$402K – – –
TFP
636
Traction Financial Partners
Wyoming
$399K -$6.39K -60 -2%
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$399K -$301K -2,828 -43%
CFS
638
Cannon Financial Strategists
Georgia
$399K – – –
GD
639
Grandfield & Dodd
New York
$399K – – –
ARA
640
Approach Retirement Advisors
Alabama
$396K +$395K +3,709 New
RA
641
Riversedge Advisors
Delaware
$395K -$84.1K -789 -18%
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$393K – – –
MCWS
643
McKinley Carter Wealth Services
West Virginia
$393K -$8.63K -81 -2%
SJGA
644
Stephen J. Garry & Associates
New York
$391K – – –
CIP
645
Cornerstone Investment Partners
Georgia
$390K -$5.54K -52 -1%
CC
646
Capstone Capital
Nevada
$388K – – –
BWP
647
Bernardo Wealth Planning
Pennsylvania
$387K -$24.1K -226 -6%
AIA
648
Armor Investment Advisors
North Carolina
$386K -$80.9K -759 -17%
GWM
649
Gibbs Wealth Management
Georgia
$383K – – –
MFGM
650
Marshall Financial Group (Maryland)
Maryland
$380K -$63.4K -595 -14%
24 25
26
27 28