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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
651
Ausdal Financial Partners
Iowa
$222K +$222K +2,134 New
LIA
652
LifePlan Investment Advisors
North Carolina
$221K +$221K +2,128 New
CT
653
Clearstead Trust
Maine
$220K +$169K +1,628 +339%
WMA
654
West Michigan Advisors
Michigan
$219K +$16.3K +157 +8%
SI
655
Stephens Inc
Arkansas
$217K -$2.07M -19,903 -91%
TCA
656
Transcend Capital Advisors
New Jersey
$216K +$937 +9 +0.4%
NFG
657
Nations Financial Group
Iowa
$216K -$10.6K -102 -5%
MFG
658
Merit Financial Group
Georgia
$212K -$26.2K -252 -11%
PG
659
Proffitt & Goodson
Tennessee
$211K – – –
ATC
660
Argent Trust Co
Tennessee
$209K +$209K +2,012 New
DADC
661
D.A. Davidson & Co
Montana
$209K +$312 +3 +0.1%
FPCP
662
Fort Point Capital Partners
California
$208K -$1.63M -15,697 -89%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$208K – – –
SMA
664
Sage Mountain Advisors
Georgia
$208K – – –
LWM
665
Lyell Wealth Management
California
$208K +$208K +2,000 New
MFC
666
Morris Financial Concepts
South Carolina
$208K +$81.8K +786 +65%
SFA
667
Source Financial Advisors
New York
$204K -$41.8K -402 -17%
GCM
668
Gallacher Capital Management
Colorado
$204K – – –
TC
669
Trust Company
Kansas
$204K +$15.5K +149 +8%
CFO
670
Collective Family Office
Pennsylvania
$204K -$63.9K -614 -24%
RGC
671
Roberts, Glore & Co
Illinois
$203K -$15.6K -150 -7%
BFA
672
BMS Financial Advisors
South Dakota
$203K -$112K -1,079 -36%
SIC
673
Sterling Investment Counsel
New York
$202K – – –
FPGK
674
Financial Partners Group (Kansas)
Kansas
$202K +$203K +1,946 New
PCMC
675
Private Capital Management (Colorado)
Colorado
$196K -$73.1K -702 -27%
25 26
27
28 29