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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
XPN
651
XY Planning Network
Montana
$336K – – –
FG
652
Foster Group
Iowa
$333K +$2.67K +25 +0.8%
AWM
653
Apollon Wealth Management
South Carolina
$332K -$1.81K -17 -0.5%
BA
654
Ballast Advisors
Minnesota
$330K -$18.6K -174 -5%
PPH
655
Pure Portfolios Holdings
Oregon
$326K +$1.92K +18 +0.6%
BTI
656
Blue Trust Inc
Georgia
$325K +$1.5K +14 +0.5%
HFA
657
High Falls Advisors
New York
$323K -$38.8K -363 -11%
CPL
658
CAP Partners LLC
Tennessee
$323K +$8.86K +83 +3%
NRI
659
NFP Retirement Inc
California
$321K – – –
BB
660
Busey Bank
Illinois
$320K – – –
EHC
661
Everett Harris & Co
California
$320K – – –
HWM
662
HB Wealth Management
Georgia
$320K – – –
HIMC
663
Heritage Investors Management Corp
Maryland
$320K – – –
NS
664
NBC Securities
Alabama
$319K – – –
TWCA
665
Two West Capital Advisors
Kansas
$318K +$319K +2,990 New
AWA
666
Alta Wealth Advisors
Massachusetts
$317K – – –
WWP
667
Wise Wealth Partners
Arizona
$316K +$1.92K +18 +0.6%
ALA
668
Atlas Legacy Advisors
California
$314K -$1.28K -12 -0.4%
LFS
669
Legacy Financial Strategies
Kansas
$314K +$747 +7 +0.2%
IWM
670
Integris Wealth Management
California
$313K – – –
VFA
671
Valeo Financial Advisors
Indiana
$312K +$41.8K +391 +15%
KA
672
Kovack Advisors
Florida
$311K – – –
WTB
673
Washington Trust Bank
Washington
$308K -$182K -1,705 -37%
1IA
674
1834 Investment Advisors
Wisconsin
$308K -$88.6K -830 -22%
FCP
675
Fidelis Capital Partners
Florida
$304K – – –
25 26
27
28 29