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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EBA
626
Eagle Bay Advisors
New York
$445K +$214K +2,000 +92%
CA
627
Chatterton & Associates
California
$443K +$199K +1,863 +81%
SSA
628
Shepherd Street Advisors
California
$441K +$1.61K +15 +0.4%
CTWM
629
Cherry Tree Wealth Management
Minnesota
$427K – – –
HWA
630
HCR Wealth Advisors
California
$426K – – –
SGCA
631
Steel Grove Capital Advisors
Tennessee
$426K – – –
ACG
632
Allen Capital Group
Nebraska
$425K +$117K +1,090 +38%
SFG
633
Sovereign Financial Group
Connecticut
$424K +$137K +1,281 +47%
IFPL
634
Investments & Financial Planning LLC
Kentucky
$422K +$749 +7 +0.2%
CC
635
Capstone Capital
Nevada
$421K +$34.8K +325 +9%
JWM
636
JHP Wealth Management
Colorado
$421K -$161K -1,506 -28%
DWA
637
Delap Wealth Advisory
Oregon
$421K – – –
AWM
638
Apollon Wealth Management
South Carolina
$418K +$87.1K +814 +26%
TFG
639
Team Financial Group
California
$417K +$963 +9 +0.2%
WA
640
WPG Advisers
Maryland
$416K -$1.07K -10 -0.3%
HKIMG
641
Hutchens & Kramer Investment Management Group
Indiana
$415K +$417K +3,894 New
NAM
642
NorthCrest Asset Manangement
Minnesota
$414K -$20.6K -192 -5%
CG
643
Clarus Group
Texas
$412K -$345K -3,225 -45%
FCBT
644
First Citizens Bank & Trust
North Carolina
$411K +$202K +1,890 +96%
BWM
645
BCGM Wealth Management
Indiana
$408K +$428 +4 +0.1%
KWM
646
KRM Wealth Management
Nevada
$406K +$1.71K +16 +0.4%
SPF
647
South Plains Financial
Texas
$404K – – –
CWM
648
Collaborative Wealth Management
Florida
$404K +$24.9K +233 +7%
WF
649
Warner Financial
Maryland
$403K – – –
TFP
650
Traction Financial Partners
Wyoming
$398K – – –
24 25
26
27 28