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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SOWAS
651
Silver Oak Wealth Advisors Services
California
$325K +$326K +3,082 New
HIMC
652
Heritage Investors Management Corp
Maryland
$317K – – –
EHC
653
Everett Harris & Co
California
$316K – – –
SJGA
654
Stephen J. Garry & Associates
New York
$315K -$992K -9,389 -76%
WAG
655
Winthrop Advisory Group
Massachusetts
$314K +$15.1K +143 +5%
AWA
656
Alta Wealth Advisors
Massachusetts
$313K – – –
ALA
657
Atlas Legacy Advisors
California
$311K +$312K +2,950 New
APIM
658
Agate Pass Investment Management
Washington
$311K – – –
LFS
659
Legacy Financial Strategies
Kansas
$309K -$30.9K -293 -9%
SAF
660
Smith Anglin Financial
Texas
$309K – – –
KA
661
Kovack Advisors
Florida
$308K – – –
WWP
662
Wise Wealth Partners
Arizona
$307K +$307K +2,910 New
PWP
663
PrairieView Wealth Partners
Illinois
$306K -$73.7K -698 -19%
MFC
664
Morris Financial Concepts
South Carolina
$305K -$6.34K -60 -2%
WA
665
Wealthstream Advisors
New York
$305K +$24.7K +234 +9%
HG
666
Harbor Group
New Hampshire
$304K +$16.5K +156 +6%
TA
667
TruWealth Advisors
Louisiana
$303K -$21.3K -202 -7%
BS
668
Brighton Securities
New York
$302K +$303K +2,867 New
RB
669
Renasant Bank
Mississippi
$296K -$63.2K -598 -18%
AWP
670
Axis Wealth Partners
Rhode Island
$296K +$296K +2,804 New
AC
671
AWM Capital
Arizona
$295K -$67.9K -643 -19%
CPL
672
CAP Partners LLC
Tennessee
$293K -$15.7K -149 -5%
QPWM
673
Quadrant Private Wealth Management
Pennsylvania
$292K -$69K -653 -19%
MAM
674
McLean Asset Management
Virginia
$292K – – –
WCF
675
West Coast Financial
California
$291K – – –
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