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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
651
Merit Financial Group
Georgia
$240K +$13.9K +133 +6%
PFBT
652
Parkside Financial Bank & Trust
Missouri
$240K +$239K +2,289 New
BSB
653
Bangor Savings Bank
Maine
$239K – – –
MCCP
654
Mission Creek Capital Partners
California
$238K +$731 +7 +0.3%
FCM
655
Family Capital Management
Michigan
$237K – – –
PB
656
Pinnacle Bancorp
Nebraska
$237K -$226K -2,165 -49%
PWA
657
Pillar Wealth Advisors
Pennsylvania
$236K -$131K -1,252 -36%
AWA
658
Arete Wealth Advisors
Illinois
$235K – – –
MWM
659
Meridian Wealth Management
Kentucky
$235K -$53.8K -515 -19%
BBWP
660
Beacon Bridge Wealth Partners
Pennsylvania
$233K -$210K -2,015 -48%
BWP
661
Baldwin Wealth Partners
Massachusetts
$232K +$231K +2,215 New
AIP
662
Almanack Investment Partners
Pennsylvania
$232K -$52.2K -500 -18%
NFG
663
Nations Financial Group
Iowa
$228K +$227K +2,179 New
BSWM
664
Boston Standard Wealth Management
Massachusetts
$227K +$626 +6 +0.3%
T
665
TRUADVICE
Florida
$225K +$226K +2,161 New
OFP
666
OLIO Financial Planning
Virginia
$225K +$224K +2,148 New
CFA
667
Cahill Financial Advisors
Minnesota
$222K +$522 +5 +0.2%
RGC
668
Roberts, Glore & Co
Illinois
$220K – – –
SWA
669
Sax Wealth Advisors
New Jersey
$220K – – –
TCA
670
Transcend Capital Advisors
New Jersey
$217K -$156K -1,498 -42%
PG
671
Proffitt & Goodson
Tennessee
$213K -$241K -2,307 -53%
AAS
672
Ameritas Advisory Services
Nebraska
$212K -$199K -1,910 -48%
CBFP
673
Cedar Brook Financial Partners
Ohio
$210K -$170K -1,625 -45%
DADC
674
D.A. Davidson & Co
Montana
$210K +$418 +4 +0.2%
PWPS
675
Pinnacle Wealth Planning Services
Ohio
$209K – – –
25 26
27
28 29