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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
676
Goldstone Financial Group
Illinois
$209K – – –
KP
677
Keel Point
Alabama
$208K -$3.13K -30 -2%
AWP
678
Avid Wealth Partners
Texas
$205K +$205K +1,965 New
APC
679
Aspire Private Capital
North Carolina
$203K +$113K +1,081 +126%
SIC
680
Sterling Investment Counsel
New York
$202K – – –
HPA
681
High Probability Advisors
New York
$202K +$522 +5 +0.3%
BFP
682
Brewster Financial Planning
New York
$201K +$200K +1,919 New
CFO
683
CVA Family Office
Colorado
$200K +$179K +1,715 +858%
OA
684
Operose Advisors
Wisconsin
$200K – – –
SS
685
Sunbelt Securities
Texas
$198K -$23.5K -225 -11%
CT
686
Clearstead Trust
Maine
$170K – – –
FF
687
Friedenthal Financial
New Jersey
$170K +$31.8K +304 +23%
ATPW
688
Ashton Thomas Private Wealth
Arizona
$170K +$170K +1,625 New
PCMC
689
Private Capital Management (Colorado)
Colorado
$166K -$444K -4,246 -73%
LFA
690
LGT Financial Advisors
Texas
$156K -$29.5K -282 -16%
NS
691
NBC Securities
Alabama
$152K – – –
PFBT
692
Parkside Financial Bank & Trust
Missouri
$150K -$79.6K -762 -35%
GEA
693
Glen Eagle Advisors
New Jersey
$149K – – –
WWP
694
WR Wealth Planners
Missouri
$149K +$104 +1 +0.1%
RBC
695
Rye Brook Capital
Connecticut
$146K – – –
CAL
696
Capital Analysts LLC
Pennsylvania
$140K -$29.6K -283 -17%
BBHC
697
Brown Brothers Harriman & Co
New York
$136K – – –
AEPWM
698
Atlantic Edge Private Wealth Management
Florida
$136K – – –
TCWA
699
Turtle Creek Wealth Advisors
Texas
$134K +$134K +1,283 New
GWSG
700
GPS Wealth Strategies Group
Colorado
$121K -$22.6K -216 -16%
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28
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