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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
701
Carl P. Sherr & Co
Massachusetts
$201K +$200K +1,929 New
CPG
702
Cornerstone Planning Group
New Jersey
$189K +$186K +1,796 New
CSWM
703
Cassady Schiller Wealth Management
Ohio
$186K -$572K -5,530 -76%
AWM
704
Accel Wealth Management
Iowa
$177K +$414 +4 +0.2%
GWM
705
Geneos Wealth Management
Colorado
$176K – – –
KFS
706
Kelly Financial Services
Massachusetts
$171K -$36.6K -354 -18%
DCBT
707
Dakota Community Bank & Trust
North Dakota
$163K – – –
CMP
708
Coston McIsaac & Partners
Maine
$159K +$159K +1,533 New
TC
709
Trust Company
Kansas
$158K +$157K +1,512 New
UB
710
UMB Bank
Missouri
$157K -$306K -2,952 -66%
OIA
711
Optimum Investment Advisors
Illinois
$156K – – –
LS
712
Leelyn Smith
Illinois
$156K +$155K +1,500 New
PTC
713
Private Trust Company
Ohio
$146K +$82.8K +800 +132%
TFS
714
TrustCore Financial Services
Tennessee
$141K -$25.9K -250 -16%
BWA
715
BDO Wealth Advisors
Florida
$136K – – –
AAG
716
Armstrong Advisory Group
Massachusetts
$135K +$134K +1,296 New
JAWM
717
J. Arnold Wealth Management
Ohio
$131K +$130K +1,256 New
TCWA
718
Ten Capital Wealth Advisors
Washington
$130K – – –
PP
719
Pacifica Partners
Canada
$126K – – –
LFA
720
LGT Financial Advisors
Texas
$122K +$121K +1,170 New
CQS
721
Credential Qtrade Securities
$121K -$828 -8 -0.7%
BBHC
722
Brown Brothers Harriman & Co
New York
$120K -$151K -1,457 -56%
GRP
723
Global Retirement Partners
California
$117K +$63.1K +610 +120%
DIP
724
DT Investment Partners
Pennsylvania
$116K +$15.7K +152 +16%
HNB
725
Huntington National Bank
Ohio
$114K – – –
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