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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
SPI
676
Sutton Place Investors
New York
$287K -$15.5K -147 -5%
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K -$23.9K -226 -8%
BFG
678
Bleakley Financial Group
New Jersey
$287K -$258K -2,444 -47%
DE
679
Diversified Enterprises
Delaware
$286K -$79.6K -754 -22%
OSAM
680
O'Shaughnessy Asset Management
Connecticut
$286K -$12.1K -115 -4%
HBT
681
Hills Bank & Trust
Iowa
$285K +$285K +2,702 New
BIP
682
Blueprint Investment Partners
North Carolina
$285K -$401K -3,799 -58%
MCM
683
Mattern Capital Management
Colorado
$282K -$350K -3,311 -55%
WE
684
Wealth Effects
Massachusetts
$281K +$281K +2,662 New
WC
685
Whitney & Co
New York
$280K -$35.1K -332 -11%
TF
686
Theory Financial
Colorado
$280K +$2.64K +25 +1%
CFS
687
Coordinated Financial Services
Colorado
$278K +$278K +2,634 New
IB
688
Intrust Bank
Kansas
$271K +$271K +2,570 New
IFPL
689
Investments & Financial Planning LLC
Kentucky
$271K -$9.08K -86 -3%
VWA
690
VERITY Wealth Advisors
United States
$271K -$820K -7,760 -75%
AFP
691
Ausdal Financial Partners
Iowa
$270K +$2.64K +25 +1%
XT
692
XTX Topco
Cayman Islands
$269K +$269K +2,551 New
AI
693
Auour Investments
Massachusetts
$268K +$57.7K +546 +28%
AIM
694
Advyzon Investment Management
Illinois
$268K +$268K +2,540 New
SHF
695
Stage Harbor Financial
Massachusetts
$267K +$268K +2,535 New
GWM
696
Gibbs Wealth Management
Georgia
$266K +$267K +2,525 New
WG
697
Wealth Group
North Carolina
$266K +$23.2K +220 +10%
SXL
698
Summit X LLC
Missouri
$263K -$37.2K -352 -12%
DWM
699
Dopkins Wealth Management
New York
$262K – – –
CAL
700
Capital Advisors Ltd
Ohio
$259K – – –
26 27
28
29 30