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iShares Short-Term National Muni Bond ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
701
Concord Wealth Partners
Virginia
$62.5K +$208 +2 +0.3%
BCWM
702
Bartlett & Co Wealth Management
Ohio
$62.4K – – –
BC
703
Bartlett & Co
Ohio
$62K – – –
RTC
704
Riverview Trust Company
Washington
$61.3K – – –
SC
705
SouthState Corp
Florida
$58K -$5.93K -57 -9%
PG
706
Prostatis Group
Maryland
$52.3K +$5.45M +52,332 New
KFI
707
Key Financial Inc
Pennsylvania
$51.4K – – –
BCM
708
Bourgeon Capital Management
Connecticut
$47.7K +$47.7K +458 New
FCT
709
First Community Trust
Iowa
$46.8K +$46.8K +450 New
MWM
710
Mascoma Wealth Management
New Hampshire
$46.6K – – –
PB
711
Pinnacle Bancorp
Nebraska
$44K -$192K -1,841 -81%
RWM
712
Raffa Wealth Management
District of Columbia
$43.8K -$24.6K -236 -36%
NRC
713
New Republic Capital
North Carolina
$43.1K +$208 +2 +0.5%
KSWA
714
Kathleen S. Wright Associates
Pennsylvania
$42.8K +$104 +1 +0.2%
APC
715
Aspire Private Capital
North Carolina
$42.1K -$21.8K -209 -34%
HI
716
Hendershot Investments
Virginia
$41.2K – – –
CT
717
Caldwell Trust
Florida
$40.6K -$86.4K -830 -68%
BWAM
718
Boyd Watterson Asset Management
Ohio
$39.4K -$64.6K -621 -62%
FCA
719
FinTrust Capital Advisors
South Carolina
$37.3K – – –
LWANC
720
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.1K – – –
JFGIW
721
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.4K – – –
ACA
722
Aptus Capital Advisors
Alabama
$29.7K – – –
CB
723
CNB Bank
Pennsylvania
$27.1K – – –
HNB
724
Huntington National Bank
Ohio
$26.5K – – –
ADL
725
Asset Dedication LLC
California
$25K – – –
27 28
29
30 31