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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
651
Enterprise Bank & Trust
Massachusetts
– -$234K -2,180 Closed
CHA
652
Cooper/Haims Advisors
New York
– -$233K -2,170 Closed
CFG
653
Citizens Financial Group
Rhode Island
– -$229K -2,133 Closed
HDIM
654
Hanson & Doremus Investment Management
Vermont
– -$228K -2,122 Closed
SFP
655
Strategic Financial Planning
Texas
– -$221K -2,058 Closed
CA
656
Cornerstone Advisory
Maryland
– -$214K -2,000 Closed
JAG
657
Journey Advisory Group
Kentucky
– -$215K -2,000 Closed
DADC
658
D.A. Davidson & Co
Montana
– -$206K -1,921 Closed
IAIM
659
International Assets Investment Management
Florida
– -$201K -1,874 Closed
TCB
660
Texas Capital Bancshares
Texas
– -$200K -1,867 Closed
RK
661
Rather & Kittrell
Tennessee
– -$159K -1,487 Closed
BAM
662
Belpointe Asset Management
Nevada
– -$102K -950 Closed
LWM
663
Liberty Wealth Management
California
– -$78.3M -729 Closed
CSWM
664
Cassady Schiller Wealth Management
Ohio
– -$70K -651 Closed
CT
665
Cambridge Trust
Massachusetts
– -$41K -380 Closed
HNWA
666
Henrickson Nauta Wealth Advisors
Michigan
– -$39K -368 Closed
CPFP
667
Clear Perspectives Financial Planning
Ohio
– -$38K -350 Closed
SCA
668
Snowden Capital Advisors
New York
– -$32K -306 Closed
CWS
669
Confluence Wealth Services
Pennsylvania
– -$32K -300 Closed
TWP
670
TFO Wealth Partners
Ohio
– -$32K -300 Closed
LWCFA
671
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$10K -94 Closed
TF
672
TimeScale Financial
Massachusetts
– -$5K -50 Closed
ACM
673
Absolute Capital Management
Pennsylvania
– -$2.25K -21 Closed
MP
674
McDonald Partners
Ohio
– -$2.25K -21 Closed
CI
675
Carroll Investors
South Carolina
– +$635 +6 New
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