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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
676
Two Sigma Securities
New York
$304K +$304K +2,851 New
DAS
677
Diversify Advisory Services
Utah
$304K +$16.4K +154 +6%
OC
678
Oppenheimer & Co
New York
$303K +$30.5K +286 +11%
CFS
679
Coordinated Financial Services
Colorado
$301K +$16.8K +157 +6%
VWM
680
Venturi Wealth Management
Texas
$300K +$18.2K +170 +6%
CW
681
CreativeOne Wealth
Kansas
$297K +$297K +2,781 New
MFC
682
Morris Financial Concepts
South Carolina
$292K +$8.22K +77 +3%
HBT
683
Hills Bank & Trust
Iowa
$289K – – –
HNWA
684
Henrickson Nauta Wealth Advisors
Michigan
$287K -$534 -5 -0.2%
KW
685
Keyvantage Wealth
Pennsylvania
$287K – – –
LSA
686
Lansing Street Advisors
Pennsylvania
$287K +$15.9K +149 +6%
GWMIA
687
Global Wealth Management Investment Advisory
Florida
$286K +$60.4K +566 +27%
MCM
688
Mattern Capital Management
Colorado
$284K -$961 -9 -0.3%
HWMG
689
Hurlow Wealth Management Group
Indiana
$283K +$47.4K +444 +20%
APIM
690
Agate Pass Investment Management
Washington
$282K -$43.5K -407 -13%
EP
691
Essential Planning
New Hampshire
$282K – – –
FA
692
Flagstar Advisors
New York
$282K -$594K -5,567 -68%
AWM
693
AE Wealth Management
Kansas
$282K -$54.7K -512 -16%
PDL
694
Portfolio Design Labs
California
$278K -$48.6K -455 -15%
RSWM
695
Robertson Stephens Wealth Management
California
$277K +$107 +1 +0%
LFG
696
Lockerman Financial Group
California
$275K +$4.27K +40 +2%
AWA
697
Arkadios Wealth Advisors
Georgia
$274K +$274K +2,570 New
VWA
698
VERITY Wealth Advisors
United States
$274K – – –
SPI
699
Sutton Place Investors
New York
$273K +$107 +1 +0%
HCWM
700
Hidden Cove Wealth Management
Washington
$272K +$272K +2,545 New
26 27
28
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