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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
676
Goodwin Investment Advisory
Georgia
$190K – – –
CSWM
677
Cassady Schiller Wealth Management
Ohio
$186K – – –
WP
678
WealthPLAN Partners
Nebraska
$184K -$19.3K -185 -9%
CPG
679
Cornerstone Planning Group
New Jersey
$160K +$160K +1,534 New
AAG
680
Armstrong Advisory Group
Massachusetts
$157K – – –
OIA
681
Optimum Investment Advisors
Illinois
$156K – – –
GRP
682
Global Retirement Partners
California
$153K -$1.67K -16 -1%
NCM
683
Northwest Capital Management
Oregon
$148K +$148K +1,418 New
RBC
684
Rye Brook Capital
Connecticut
$146K +$146K +1,400 New
CAL
685
Capital Analysts LLC
Pennsylvania
$138K +$20.5K +197 +17%
BWA
686
BDO Wealth Advisors
Florida
$135K – – –
AF
687
Advisornet Financial
Minnesota
$131K -$140K -1,345 -52%
TCWA
688
Ten Capital Wealth Advisors
Washington
$129K – – –
LFA
689
LGT Financial Advisors
Texas
$122K +$122K +1,170 New
DCBT
690
Dakota Community Bank & Trust
North Dakota
$100K -$47.3K -454 -32%
CQS
691
Credential Qtrade Securities
$99.4K – – –
WOSD
692
WFA of San Diego
California
$98.5K +$98.6K +947 New
PP
693
Pacifica Partners
Canada
$95.6K -$21.9K -210 -19%
DI
694
Disciplined Investments
Oklahoma
$91.7K -$316K -3,035 -78%
KFS
695
Kelly Financial Services
Massachusetts
$83.3K -$34.3K -330 -29%
WTA
696
Washington Trust Advisors
Massachusetts
$83.2K -$15.1K -145 -15%
HWA
697
HHM Wealth Advisors
Tennessee
$82.7K +$9.89K +95 +14%
FWA
698
FSC Wealth Advisors
New York
$80.2K +$80.2K +771 New
NFSG
699
Newbridge Financial Services Group
Florida
$72.8K -$250K -2,400 -77%
CIAS
700
Capital Investment Advisory Services
North Carolina
$72.4K – – –
26 27
28
29 30