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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TH
676
TCTC Holdings
Texas
$209K – – –
GFG
677
Goldstone Financial Group
Illinois
$209K – – –
KP
678
Keel Point
Alabama
$208K -$3.13K -30 -2%
AWP
679
Avid Wealth Partners
Texas
$205K +$205K +1,965 New
APC
680
Aspire Private Capital
North Carolina
$203K +$113K +1,081 +126%
SIC
681
Sterling Investment Counsel
New York
$202K – – –
HPA
682
High Probability Advisors
New York
$202K +$522 +5 +0.3%
BFP
683
Brewster Financial Planning
New York
$201K +$200K +1,919 New
CFO
684
CVA Family Office
Colorado
$200K +$179K +1,715 +858%
OA
685
Operose Advisors
Wisconsin
$200K – – –
SS
686
Sunbelt Securities
Texas
$198K -$23.5K -225 -11%
CT
687
Clearstead Trust
Maine
$170K – – –
FF
688
Friedenthal Financial
New Jersey
$170K +$31.8K +304 +23%
ATPW
689
Ashton Thomas Private Wealth
Arizona
$170K +$170K +1,625 New
PCMC
690
Private Capital Management (Colorado)
Colorado
$166K -$444K -4,246 -73%
LFA
691
LGT Financial Advisors
Texas
$156K -$29.5K -282 -16%
NS
692
NBC Securities
Alabama
$152K – – –
PFBT
693
Parkside Financial Bank & Trust
Missouri
$150K -$79.6K -762 -35%
GEA
694
Glen Eagle Advisors
New Jersey
$149K – – –
WWP
695
WR Wealth Planners
Missouri
$149K +$104 +1 +0.1%
RBC
696
Rye Brook Capital
Connecticut
$146K – – –
CAL
697
Capital Analysts LLC
Pennsylvania
$140K -$29.6K -283 -17%
BBHC
698
Brown Brothers Harriman & Co
New York
$136K – – –
AEPWM
699
Atlantic Edge Private Wealth Management
Florida
$136K – – –
TCWA
700
Turtle Creek Wealth Advisors
Texas
$134K +$134K +1,283 New
26 27
28
29 30