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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
626
Shepherd Street Advisors
California
$441K +$1.61K +15 +0.4%
CTWM
627
Cherry Tree Wealth Management
Minnesota
$427K – – –
HWA
628
HCR Wealth Advisors
California
$426K – – –
SGCA
629
Steel Grove Capital Advisors
Tennessee
$426K – – –
ACG
630
Allen Capital Group
Nebraska
$425K +$117K +1,090 +38%
SFG
631
Sovereign Financial Group
Connecticut
$424K +$137K +1,281 +47%
IFPL
632
Investments & Financial Planning LLC
Kentucky
$422K +$749 +7 +0.2%
CC
633
Capstone Capital
Nevada
$421K +$34.8K +325 +9%
JWM
634
JHP Wealth Management
Colorado
$421K -$161K -1,506 -28%
DWA
635
Delap Wealth Advisory
Oregon
$421K – – –
AWM
636
Apollon Wealth Management
South Carolina
$418K +$87.1K +814 +26%
TFG
637
Team Financial Group
California
$417K +$963 +9 +0.2%
WA
638
WPG Advisers
Maryland
$416K -$1.07K -10 -0.3%
HKIMG
639
Hutchens & Kramer Investment Management Group
Indiana
$415K +$417K +3,894 New
NAM
640
NorthCrest Asset Manangement
Minnesota
$414K -$20.6K -192 -5%
CG
641
Clarus Group
Texas
$412K -$345K -3,225 -45%
FCBT
642
First Citizens Bank & Trust
North Carolina
$411K +$202K +1,890 +96%
BWM
643
BCGM Wealth Management
Indiana
$408K +$428 +4 +0.1%
KWM
644
KRM Wealth Management
Nevada
$406K +$1.71K +16 +0.4%
SPF
645
South Plains Financial
Texas
$404K – – –
CWM
646
Collaborative Wealth Management
Florida
$404K +$24.9K +233 +7%
WF
647
Warner Financial
Maryland
$403K – – –
TFP
648
Traction Financial Partners
Wyoming
$398K – – –
ARA
649
Approach Retirement Advisors
Alabama
$398K +$3.21K +30 +0.8%
CFS
650
Cannon Financial Strategists
Georgia
$398K – – –
24 25
26
27 28