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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
651
TS Financial Group (TSFG)
Illinois
$344K – – –
FHA
652
First Horizon Advisors
Tennessee
$342K -$402K -3,808 -54%
JWCA
653
J.W. Cole Advisors
Florida
$341K +$102K +969 +43%
RA
654
Rodgers & Associates
Pennsylvania
$340K +$338K +3,200 New
SFMG
655
Sage Financial Management Group
Virginia
$337K -$325K -3,072 -49%
HGWM
656
Horst & Graben Wealth Management
Oregon
$336K +$2.01K +19 +0.6%
XPN
657
XY Planning Network
Montana
$336K -$12.3K -116 -4%
WMA
658
West Michigan Advisors
Michigan
$336K -$2.22K -21 -0.7%
AWM
659
AE Wealth Management
Kansas
$335K -$2.01K -19 -0.6%
FFA
660
Florida Financial Advisors
Florida
$333K +$102K +962 +44%
AWM
661
Apollon Wealth Management
South Carolina
$332K +$330K +3,126 New
FG
662
Foster Group
Iowa
$329K +$67.1K +635 +26%
PDL
663
Portfolio Design Labs
California
$325K +$323K +3,060 New
APIM
664
Agate Pass Investment Management
Washington
$324K – – –
PPH
665
Pure Portfolios Holdings
Oregon
$323K +$117K +1,111 +58%
BTI
666
Blue Trust Inc
Georgia
$322K +$316K +2,996 +10,331%
NRI
667
NFP Retirement Inc
California
$320K +$317K +3,005 New
BB
668
Busey Bank
Illinois
$319K -$63.1K -597 -17%
EHC
669
Everett Harris & Co
California
$319K – – –
HWM
670
HB Wealth Management
Georgia
$319K +$317K +3,000 New
HIMC
671
Heritage Investors Management Corp
Maryland
$319K – – –
NS
672
NBC Securities
Alabama
$317K +$66.9K +633 +27%
AWA
673
Alta Wealth Advisors
Massachusetts
$315K – – –
ALA
674
Atlas Legacy Advisors
California
$314K +$85.7K +811 +38%
CPL
675
CAP Partners LLC
Tennessee
$313K +$10.4K +98 +3%
25 26
27
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