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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
651
Delap Wealth Advisory
Oregon
$421K – – –
WA
652
WPG Advisers
Maryland
$418K +$2.02K +19 +0.5%
TFG
653
Team Financial Group
California
$418K +$1.49K +14 +0.4%
AWM
654
Apollon Wealth Management
South Carolina
$417K – – –
NAM
655
NorthCrest Asset Manangement
Minnesota
$417K +$3.41K +32 +0.8%
KWM
656
KRM Wealth Management
Nevada
$408K +$2.56K +24 +0.6%
CWM
657
Collaborative Wealth Management
Florida
$404K – – –
WF
658
Warner Financial
Maryland
$403K – – –
WT
659
Whittier Trust
California
$400K -$247K -2,324 -38%
TFP
660
Traction Financial Partners
Wyoming
$397K -$1.06K -10 -0.3%
GWL
661
Generations Wealth LLC
Ohio
$396K -$207K -1,946 -34%
SWM
662
Shrier Wealth Management
California
$394K +$55.9K +525 +17%
PFGIA
663
Patriot Financial Group Insurance Agency
Massachusetts
$393K -$392K -3,687 -50%
BWM
664
BCGM Wealth Management
Indiana
$392K -$15.3K -144 -4%
CIP
665
Cornerstone Investment Partners
Georgia
$390K -$5.54K -52 -1%
AIFAIM
666
American Institute for Advanced Investment Management
Arizona
$389K – – –
CB
667
Centennial Bank
Arkansas
$386K +$386K +3,630 New
NRI
668
NFP Retirement Inc
California
$383K +$2.56K +24 +0.7%
TC
669
Trust Company
Kansas
$382K +$59.5K +559 +18%
MFGM
670
Marshall Financial Group (Maryland)
Maryland
$380K – – –
BWP
671
Bernardo Wealth Planning
Pennsylvania
$379K -$8.2K -77 -2%
RA
672
Riversedge Advisors
Delaware
$378K +$1.6K +15 +0.4%
BTI
673
Blue Trust Inc
Georgia
$376K +$7.77K +73 +2%
1IA
674
1834 Investment Advisors
Wisconsin
$376K -$10.8K -101 -3%
SPA
675
Sentinel Pension Advisors
Massachusetts
$375K +$376K +3,529 New
25 26
27
28 29