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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
676
Fidelis Capital Partners
Florida
$304K – – –
TSS
677
Two Sigma Securities
New York
$304K +$304K +2,851 New
DAS
678
Diversify Advisory Services
Utah
$304K +$16.4K +154 +6%
OC
679
Oppenheimer & Co
New York
$303K +$30.5K +286 +11%
CFS
680
Coordinated Financial Services
Colorado
$301K +$16.8K +157 +6%
VWM
681
Venturi Wealth Management
Texas
$300K +$18.2K +170 +6%
CW
682
CreativeOne Wealth
Kansas
$297K +$297K +2,781 New
MFC
683
Morris Financial Concepts
South Carolina
$292K +$8.22K +77 +3%
HBT
684
Hills Bank & Trust
Iowa
$289K – – –
HNWA
685
Henrickson Nauta Wealth Advisors
Michigan
$287K -$534 -5 -0.2%
KW
686
Keyvantage Wealth
Pennsylvania
$287K – – –
LSA
687
Lansing Street Advisors
Pennsylvania
$287K +$15.9K +149 +6%
GWMIA
688
Global Wealth Management Investment Advisory
Florida
$286K +$60.4K +566 +27%
MCM
689
Mattern Capital Management
Colorado
$284K -$961 -9 -0.3%
HWMG
690
Hurlow Wealth Management Group
Indiana
$283K +$47.4K +444 +20%
APIM
691
Agate Pass Investment Management
Washington
$282K -$43.5K -407 -13%
EP
692
Essential Planning
New Hampshire
$282K – – –
FA
693
Flagstar Advisors
New York
$282K -$594K -5,567 -68%
AWM
694
AE Wealth Management
Kansas
$282K -$54.7K -512 -16%
PDL
695
Portfolio Design Labs
California
$278K -$48.6K -455 -15%
RSWM
696
Robertson Stephens Wealth Management
California
$277K +$107 +1 +0%
LFG
697
Lockerman Financial Group
California
$275K +$4.27K +40 +2%
AWA
698
Arkadios Wealth Advisors
Georgia
$274K +$274K +2,570 New
VWA
699
VERITY Wealth Advisors
United States
$274K – – –
SPI
700
Sutton Place Investors
New York
$273K +$107 +1 +0%
26 27
28
29 30