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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
676
Columbia Advisory Partners
Washington
$374K +$374K +3,514 New
CPL
677
CAP Partners LLC
Tennessee
$374K +$9.9K +93 +3%
SPF
678
South Plains Financial
Texas
$372K -$31.9K -300 -8%
PPC
679
Park Place Capital
Alabama
$370K +$2.23K +21 +0.6%
IP
680
Isthmus Partners
Wisconsin
$370K – – –
IAG
681
Investment Advisory Group
Massachusetts
$369K – – –
TCOV
682
Trust Company of Vermont
Vermont
$366K +$366K +3,440 New
PHWA
683
Petersen Hastings Wealth Advisors
Washington
$364K -$130K -1,218 -26%
4WM
684
49 Wealth Management
Texas
$363K +$363K +3,411 New
A
685
Alongside
Texas
$363K +$363K +3,411 New
CB
686
Chris Bulman
California
$359K +$359K +3,370 New
NS
687
NBC Securities
Alabama
$357K +$3.19K +30 +0.9%
HWMC
688
Heritage Wealth Management (California)
California
$356K – – –
SYBT
689
Stock Yards Bank & Trust
Kentucky
$355K +$49.6K +466 +16%
FWMP
690
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$353K +$145K +1,363 +70%
BB
691
Busey Bank
Illinois
$352K -$334K -3,139 -49%
AIA
692
Armor Investment Advisors
North Carolina
$350K -$22.9K -215 -6%
RWM
693
Riverbend Wealth Management
South Carolina
$350K – – –
BFG
694
Beto Financial Group
Idaho
$349K +$350K +3,289 New
WHG
695
Westwood Holdings Group
Texas
$347K +$347K +3,261 New
ARC
696
Advisor Resource Council
Texas
$346K – – –
RWP
697
RWA Wealth Partners
Massachusetts
$344K +$18K +169 +6%
HGWM
698
Horst & Graben Wealth Management
Oregon
$344K +$1.49K +14 +0.4%
MCWS
699
McKinley Carter Wealth Services
West Virginia
$343K -$14.3K -134 -4%
CCFCSB
700
Cape Cod Five Cents Savings Bank
Massachusetts
$342K +$342K +3,211 New
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28
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