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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
676
Bernardo Wealth Planning
Pennsylvania
$379K -$8.2K -77 -2%
RA
677
Riversedge Advisors
Delaware
$378K +$1.6K +15 +0.4%
BTI
678
Blue Trust Inc
Georgia
$376K +$7.77K +73 +2%
1IA
679
1834 Investment Advisors
Wisconsin
$376K -$10.8K -101 -3%
SPA
680
Sentinel Pension Advisors
Massachusetts
$375K +$376K +3,529 New
CAP
681
Columbia Advisory Partners
Washington
$374K +$374K +3,514 New
CPL
682
CAP Partners LLC
Tennessee
$374K +$9.9K +93 +3%
SPF
683
South Plains Financial
Texas
$372K -$31.9K -300 -8%
PPC
684
Park Place Capital
Alabama
$370K +$2.23K +21 +0.6%
IP
685
Isthmus Partners
Wisconsin
$370K – – –
IAG
686
Investment Advisory Group
Massachusetts
$369K – – –
TCOV
687
Trust Company of Vermont
Vermont
$366K +$366K +3,440 New
PHWA
688
Petersen Hastings Wealth Advisors
Washington
$364K -$130K -1,218 -26%
4WM
689
49 Wealth Management
Texas
$363K +$363K +3,411 New
A
690
Alongside
Texas
$363K +$363K +3,411 New
CB
691
Chris Bulman
California
$359K +$359K +3,370 New
NS
692
NBC Securities
Alabama
$357K +$3.19K +30 +0.9%
HWMC
693
Heritage Wealth Management (California)
California
$356K – – –
SYBT
694
Stock Yards Bank & Trust
Kentucky
$355K +$49.6K +466 +16%
FWMP
695
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$353K +$145K +1,363 +70%
BB
696
Busey Bank
Illinois
$352K -$334K -3,139 -49%
AIA
697
Armor Investment Advisors
North Carolina
$350K -$22.9K -215 -6%
RWM
698
Riverbend Wealth Management
South Carolina
$350K – – –
BFG
699
Beto Financial Group
Idaho
$349K +$350K +3,289 New
WHG
700
Westwood Holdings Group
Texas
$347K +$347K +3,261 New
26 27
28
29 30